Preparing the board for shareholder activism
Year-round shareholder activism has become the new norm in the US boardroom. As activists accumulate more capital, they are able...
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Shareholders & activism archive
Viacom events shine light on governance issues at controlled companies
It will be interesting to see if anything comes of the spotlight that the Viacom media circus is shining on potential problems...
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Activism increases across Asia and Europe
Shareholder activists targeted 349 companies worldwide in the first five months of the year, according to new data from Activist...
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Alternative approaches to investor targeting
While it is now official that MiFID II will be delayed by a year, ongoing due diligence and planning in preparation for 2018 will...
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Two board upheavals highlight responsibilities of activist directors
News this week of board churn at two companies – Yahoo and Tribune Publishing -- is raising some interesting questions about how...
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US firms face record number of climate change resolutions
US companies are facing increasing scrutiny from their investors over climate change-related issues, with shareholders recording a...
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Enticing activists: be careful what you wish for
Activist investors are extremely selective stock pickers looking to enhance returns by resolving a perceived vulnerability. Not...
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Does good governance pay?
‘We want to understand what the key factors are that change a company’s [corporate governance] rating within our model from E to A...
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Activist investors casting wider nets, targeting CEO change
With activist hedge fund Starboard Value’s announcing last week its intention to replace all nine members of Yahoo’s board, the...
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Investors conflicted on best uses of cash on balance sheets
When it comes to uses of cash, investors are slightly schizophrenic about whether they prefer their portfolio companies to invest...
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