Equiniti AGM Forecast

13 March, 2020

2020 AGM Season Forecast: A Year of Clarity?

The ever-changing corporate landscape is making the AGM season a more uncertain time. In 2020, we are expecting more developments. Challenges will come from increasingly confident investors and proxy ...

13 March, 2017

Annual reporting in 2015: evolving communication in a changing world

Annual reporting in 2015: evolving communication in a changing world is the third edition of EY’s annual review of FTSE 350 annual reports and accounts (ARAs). This foll...

24 January, 2017

Better Board Papers: Opportunity to improve Board effectiveness

Good-quality board papers provide a platform for soundly based decision-making, while poor-quality papers will defeat even the best-intentioned Board. Company Secretaries face an ongoing...

3 November, 2016

ICGN Model Contract Terms Between Asset Owners and Managers – 2012

Asset owners are increasingly considering how they can more fully align the interests of their fund managers with their own obligations to beneficiaries and participants. The ICGN offers this document...

3 November, 2016

ICGN Guidance on Securities Lending – 2016

This ICGN ‘Guidance on Securities Lending’ builds upon an earlier edition first published in 2005 then revised in 2007. Since that time, significant events across global markets have occurred rela...

3 November, 2016

ICGN Global Stewardship Principles – 2016

The ICGN Global Stewardship Principles provide a framework to implement stewardship practices in fulfilling an investor's fiduciary obligations to beneficiaries or clients.

2 November, 2016

A stewardship toolkit for pension funds – July 2016

The 2015 PLSA discussion paper ‘Where is the workforce in corporate reporting?’ outlined the importance of a company’s workers, and how they are recruited, retained, developed and inspired, to i...

2 November, 2016

Share Capital Management Guidelines – July 2016

This guidance sets out the expectations of The Investment Association’s members as institutional investors on various aspects of share capital management. It applies to companies whose shares are ad...

1 November, 2016

Monitoring Report – May 2016

This report looks at the implementation of the Statement of Principles for meetings held between 12 March 2015 and 12 March 2016. It has been developed using information sourced from the Manifest Ltd ...

23 October, 2016

The Five Governance Questions Issuers and Investors Need to Ask

This article, published in 2016, is part of the Broadridge Insights series. Governance has emerged as the signature risk of the post-financial crisis era in Europe. The great recession ...