Weekly Roundup: March 22-28, 2024

Weekly Roundup
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This roundup contains a collection of the posts published on the Forum during the week of March 22-28, 2024

Disentangling the value of ESG scores and classification of sustainable investment products

Posted by Andrew Siwo, New York University and Cornell University, on Friday, March 22, 2024

Tags: ESG, esg rating, Impact investing, socially responsible investing, sustainable investing

Remarks by Chair Gensler before Columbia Law School Conference in Honor of John C. Coffee, Jr.

Posted by Gary Gensler, U.S. Securities and Exchange Commission, on Saturday, March 23, 2024

Tags: Climate, cyber disclosure, SEC, SPACs, U.S. Supreme Court

The SEC’s Proposed Safeguarding Rule Will Cost Investors

Posted by R.J. Rondini, Investment Company Institute (ICI), on Sunday, March 24, 2024

Tags: assets, custodial oversight, custodians, investors, SEC

New OECD Research on Sustainable Bonds

Posted by Caio de Oliveira, Adriana De La Cruz, and Pietrangelo De Biase, OECD, on Monday, March 25, 2024

Tags: bond markets, corporate bonds, Institutional Investors, issuers, sustainable bonds

Trading and Shareholder Democracy

Posted by Doron Levit (University of Washington), Nadya Malenko (Boston College), and Ernst Maug (University of Mannheim), on Monday, March 25, 2024

Tags: Board of Directors, Shareholder activism, shareholder democracy, Shareholder voting, Trading

The Rise of “Sell-Side Activism”: Why It’s Happening and How to Respond

Posted by Maggie Dean and Hunter Stenback, Edelman Smithfield, on Monday, March 25, 2024

Tags: Activism, Analysts, directors, Executives, Management, Shareholder activism

Ira M. Millstein tribute

Posted by Stephen Davis (Harvard Law School), on Tuesday, March 26, 2024

Tags: ICGN, Ira M. Millstein, NACD, SOM

COVID-19 Risk Factors and Boilerplate Disclosure

Posted by Adam C. Pritchard, University of Michigan, on Tuesday, March 26, 2024

Tags: COVID, COVID-19, Form 10-K, Form 10-Q, PSLRA, Risk disclosure, SEC

From Moelis to Miller: How to Settle with Activists

Posted by Jim Woolery, Woolery & Co., on Tuesday, March 26, 2024

Tags: Activists, boards, delaware, Director nominations, Settlements, Shareholders

Governance Recommendations for the United States

Posted by Kerrie Waring, Severine Neervoort, and Carol Nolan Drake, International Corporate Governance Network (ICGN), on Wednesday, March 27, 2024

Tags: Audits, board effectiveness, Multi-class stock, Shareholder proposals, Sustainability reporting

Disagreement with ISS concerning activist investor Nelson Peltz

Posted by Jeffrey Sonnenfeld and Steven Tian (Yale University), on Wednesday, March 27, 2024

Tags: activist investors, annual meetings, Disney, Executive performance, Proxy contests

Larry Fink’s 2024 Annual Chairman’s Letter to Investors

Posted by Larry Fink, BlackRock Inc., on Wednesday, March 27, 2024

Tags: Board of Directors, Capital markets, Corporate culture, Institutional Investors, Retirement plans, Shareholders

Doubly-Binding Director Say-on-Pay

Posted by Michael R. Levin, The Activist Investor, on Thursday, March 28, 2024

Tags: Board of Directors, Bylaw, executive pay, Say on pay, Shareholder proposals

Transnational Corporate Law Litigation

Posted by William J. Moon (University of Maryland), on Thursday, March 28, 2024

Tags: corporate law, directors, Legal compliance, litigation, Shareholder suits

A Global Baseline? How to Navigate Interoperability Across Sustainability Reporting Rules

Posted by Subodh Mishra, Institutional Shareholder Services Inc., on Thursday, March 28, 2024

Tags: Climate change, climate disclosures, corporate disclosure, GHG, Sustainability reporting