Each year we help more than one third of the publicly-held companies in North America produce and distribute their proxy materials. This assistance includes content advisory and management, message development, writing and editing, design, web hosting, regulatory filing, printing, and distribution, as well as endto-end annual meeting services. We deliver thought leadership, best practices and primary research about key audiences, asking the questions that challenge traditional assumptions and enable us to distill the issues about which investors care most.
Strategic discussions with Donnelley Financial Solutions’ Director of Corporate Governance Services help develop a tailored approach to reach shareholders more effectively. During these strategy sessions, we review:
• Past voting results and recent performance
• Goals and objectives for the proxy statement
• Best practices on content, structure, format, design, and document navigation to support the company’s goals and objectives
Based on this assessment, we recommend highimpact changes in content, structure, language and design to highlight your company’s strengths, achievements and executive compensation alignment and to demonstrate your commitment to good governance and shareholder engagement. Additionally, our designers find solutions that are visually appealing, functionally resilient and strategically sophisticated.
Our financial writers and editors are experts in clarifying core messages and in helping clients articulate their vision, their practices and their performance in plain English. Whether crafting a narrative from scratch or editing existing prose, we work with your executives and legal and compliance professionals to ensure the language in the proxy statement is clear, accessible and useful to the investment community – as it satisfies compliance obligations. Particular focus is given to explaining the relevance of items subject to voting decisions.
• Logically organizing information as it relates to matters up for a shareholder vote
• Eliminating redundant information
• Using a direct, accessible tone
• Eliminating jargon and defining industry terms in plain English
• Streamlining sentence structure and ensuring proper punctuation, grammar, and syntax
• Adding glossaries
Ron Schneider Director, Corporate Governance Services
212.341.7593 Ronald.firstname.lastname@example.org dfsco.com