Author Archives: Tarik Samman

Weekly Roundup: May 19-25, 2023

By Tarik Samman | Published Friday, May 26, 2023

Investment Stewardship 2022 Annual Report Posted by John Galloway, Vanguard, Inc., on Friday, May 19, 2023 Tags: Board of Directors, Executive Compensation, Investment Stewardship, Risk, Shareholder activism, strategy Remarks by Chair Gensler before the Inaugural Conference on Emerging Trends in Asset Management Posted by Gary Gensler, U.S. Securities and Exchange Commission, on Saturday, May 20, […]

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The SEC Sets Its Sights on ESG

By Tarik Samman | Published Monday, March 27, 2023

As more investors seek to align their portfolios with their values, asset managers and financial advisers are increasingly offering environmental, social, and governance (ESG) products and strategies. While investors certainly gravitate towards ESG options, the resulting market demand has created a financial incentive for advisers to brand strategies and investments as ESG even when the […]

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5 Common Shareholder Proposal Mistakes in an Uncommon Year

By Tarik Samman | Published Saturday, March 25, 2023

Shareholder proposal season is upon us, with companies in the full swing of the SEC no action process and beginning to think about their response strategies. This year will be unlike any other. 2023 is poised to be the most unique, and, quite frankly, weirdest year for shareholder proposals we have ever seen: (anti) ESG’s […]

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Private Equity—2023 Outlook

By Tarik Samman | Published Wednesday, March 22, 2023

Despite the challenges the year presented for investors (rising interest rates, tumultuous financial markets, geopolitical upheaval, etc.), private equity showed resilience in 2022. Deal activity declined from 2021, but finished the year above pre-pandemic levels. Although fundraising similarly slowed, sponsors still closed 2022 with approximately $2 trillion in dry powder. And while private equity continues […]

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Communicating Your Company’s ESG Strategy in 2023

By Tarik Samman | Published Wednesday, March 22, 2023

U.S. companies are facing a new challenge in 2023 – communicating their ESG strategies in the middle of an intense anti-ESG political campaign. To help companies navigate this landscape, we have provided the below key considerations for communicating strategies within 2023 ESG reports, websites, press releases, social media, proxy statements and annual reports. The Anti-ESG […]

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ESG Litigation and Regulatory Enforcement Action

By Tarik Samman | Published Sunday, March 19, 2023

In the early days, most company Environmental, Social, and Governance (ESG) programs were more akin to Corporate Social Responsibility, with companies publicly highlighting initiatives that benefit their communities. They called attention to things like employee volunteering, youth training and charitable contributions as well as internal programs like recycling and employee affinity groups. Companies did little […]

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Governance of Sustainability in the Largest Global Banks

By Tarik Samman | Published Wednesday, March 15, 2023

Introduction Banks are at the heart of every major national economy — and of the global economy as a whole. By intermediating between savers and companies, they are a prime allocator of capital across all economic sectors. In the process, they make decisions of systemic importance regarding the kind of growth that is supported by […]

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Russell 3000 Boards Becoming More Diverse

By Tarik Samman | Published Tuesday, March 14, 2023

There has been a lot of talk about how to increase racial and ethnic diversity on U.S. corporate boards as well as many initiatives to help nominating committees identify candidates from under-represented groups. To assess the current situation, ISS Corporate Solutions took a look at the diversity trend in the Russell 3000 over five years, with […]

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What to Say When Launching a Strategic Review Process

By Tarik Samman | Published Monday, March 13, 2023

A chaotic energy filled the halls of an S&P 500 company. The head of HR was managing a flood of employees in her office with questions about how their benefits could be impacted if the company is sold. Meanwhile, the company’s head of communications was busy fielding reporter inquiries from Bloomberg and other media outlets, […]

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Applying Economics – Not Gut Feel – To ESG

By Tarik Samman | Published Monday, March 13, 2023

Executives, investors, policymakers, the media, and business schools are taking environmental, social, and governance (“ESG”) issues more seriously than ever before. Given ESG’s potential to create long-term value for both shareholders and society, this attention is both much-needed and welcome. However, the enthusiasm for ESG – and, in particular, the pressure to do something or […]

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