2020 Proxy Voting Season Review: Beyond ‘business as usual’

By July 30, 2020 11:27

2020 Proxy Voting Season Review: Beyond ‘business as usual’

  • The global COVID-19 pandemic brought disruption to voting season across Europe, North America and Japan. Companies struggled to host in-person meetings, but many quickly moved to hold virtual AGMs, aided by technology. We believe that a hybrid system – where physical meetings are enhanced by full online capability – could boost shareholder participation, particularly for international investors.
  • The pandemic has forced many companies to ask themselves what they stand for beyond profit – what their ‘corporate purpose’ is and how this is integrated into every facet of business.
  • COVID-19 has also highlighted the importance of board oversight of management. Executives have been forced into quick decisions to cope with the short-term impact of the pandemic but thoughtful consideration must be given to the longer-term implications, and to the need to keep shareholders informed.
  • We expect two trends to gain prominence as we move past the crisis. First, a rise in employee activism, where staff take their companies to task on human rights, environmental issues, social concerns, and employee relations. Second, the question of pay ‘fairness’ as more companies disclose data on the ratio between CEO pay and median employee pay.
By July 30, 2020 11:27


Featured Events & Webinars

  1. Alpha Research – Hybrid Investment Meeting – US Elections

    August 25 @ 15:00 - 17:00


"De publicatie van de 2e #kwartaalcijfers van banken is in volle gang. Een spannende periode. Deze cijfers gaan ons namelijk meer inzicht geven in de impact van de Corona crisis op de ..." -> https://www.opiniopro.com/2020/07/achmea/thema-de-staat-van-banken-in-corona-tijd-voldoende-buffers/

"Is de #gezondheidscrisis die we op dit moment doormaken een ‘zwarte, grijze of witte zwaan’ voor de financiële markten? De kleur die we aan deze gebeurtenis toekennen, is afhankelijk van de voorspelbaarheid ..." -> https://www.opiniopro.com/2020/07/candriam/vooruitzichten-gekende-en-dus-verwachte-risicos-in-het-tweede-halfjaar/

🇺🇸S&P 500 Total Return Attribution

Multiple expansion explains the S&P 500's total return YTD, despite negative earnings growth 👉 https://www.isabelnet.com/?s=return

h/t @SoberLook #markets #investing #assetallocation #returns
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🇺🇸 S&P 500

Do valuations still matter? This chart puts into perspective the wide divergence between the S&P 500 and the US economy 👉 https://www.isabelnet.com/?s=S%26P+500

h/t @LanceRoberts #valuation #markets #investing #sp500
$spx #spx $spy #stocks #stockmarket #equities #GDP #economy

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July 2020