White papers archive

The Sodali 40 represents the top activist investors, identified through our proprietary quantitative model. This model analyzes various criteria including...

This new white paper from Donnelley Financial Solutions (DFIN) takes a deep dive into the critical reporting trends public companies must prepare for in 2024...

This new report presents the results of a survey from DFIN and Morning Consult, which questioned business professionals in the US on key focus areas for ESG...

This useful report from DFIN provides an overview of recent legislative, regulatory and shareholder developments, and guidance on how these developments will...

This report from Morrow Sodali outlines the latest major trends occurring globally amongst activist investors’ portfolios. It includes: Which activist investors...

This updated handbook from DFIN provides a practical guide for public companies navigating the SEC’s compensation disclosure rules anticipated rulemaking...

This report from Figbytes offers quick and effective tips to respond to investors' questions on ESG. It covers: How to avoid flooding stakeholders with more...

This report from Morrow Sodali sets out the latest trends in activist investors’ portfolios. Using a proprietary model quantifying criteria such as reputation...

This briefing from Envestnet | Yodlee concisely sets out how analyzing de-identified consumer spending data can alert an IRO to the signals that investors look...

This report from Morrow Sodali outlines the major trends occurring globally amongst activist investors’ portfolios. Using a proprietary model quantifying...