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,...
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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...
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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...
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Holy Moley! Exxon’s Suit Vs. Former Proponents, Followed By A Three-Page Screed In Their Proxy Statement, Draws Anger – And Two Exempt Solicitations As The AGM Ramps Up. Who’ll Stop The Madness Here?

Initially, we were sort of on board with the lawsuits Exxon filed against two shareholder proponents to ‘teach them a lesson’ to be more thoughtful about filing shareholder proposals. And yes, we are very much in sympathy with the idea that there are way too many...
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