Retail Investors Take the Mic: Engaging the Modern Shareholder

Retail Influence on the Rise The 2025 proxy season highlighted a paradox the OPTIMIZER has long noted: retail shareholders are more important than ever, yet remain seriously under-engaged when it comes to actually voting their proxies. At many large-cap companies,...

2025 Was The 90th Anniversary Of The Proxy Solicitation Business: A Quick Look At The “Highlights And Lowlights” And A Closer Look At Where It Stands Today

It’s been 90 years since the Nye family turned its brokerage business, Georgeson & Co., into a “proxy-chasing business” in 1935 – a time when individual investments in stocks had become very big business and voted proxies were very much in demand at Shareholder...

2025 MARKS THE 25TH ANNIVERSARY OF “NOTICE AND ACCESS” – THE BEST “PUSH-MODEL” EVER!

BILLIONS OF DOLLARS SAVED. BUT NOW, IT DESPERATELY NEEDS A FIX: A “PULL-MODEL” THAT WORKS – AND A RADICAL RE-ORDERING OF REQUIRED INFO Issuers of securities should be sounding big cheers for 25 years of Notice and Access – which has saved tens of billions of dollars...

The Top Two VSMs – One Middlin’ One – And One “Most In Need Of Improvement” Of The 2024 VSMs We Monitored

The Top-Two 2024 VMs – A Two-Way Tie Between Citi And Verizon AT CITIGROUP – A WELL-RUN, HIGHLY ENGAGING AND INFORMATIVE EXPERIENCE…We were especially anxious to tune in the Citigroup VSM this year because we are huge fans of CEO Jane Fraser and continue to bet that...

Early Returns From The Annual Meeting Front: Spring-Season Has Just Begun – And Ill-Winds Are Blowing

Pity poor Citi – whose top management team – and board – were taken totally by surprise when the Fed refused to allow Citi to increase the quarterly dividend from a measly penny a share and to buy back shares to prop up the stock – as everyone, including  the investor community, was confidently expecting – and where the bombshell dropped just a few weeks before Citi’s annual meeting.

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