Virtual Inspection Of Elections
An Intriguing Moneysaving Option: But Is This A Good Option For Your Company? We Offer Some Important Considerations
Virtual Shareholder Meetings
Industry Thought-Leaders Are Working Hard To Develop Best-Practices For “Virtual Shareholder Meetings”
Creating A Proactive “Shareholder Engagement” Plan
Having A Proactive “Shareholder Engagement” Plan Seems To Be The Top Priority Of Smart Companies Going Forward: A Great Job-Booster – When Done Right – So Start Preparing Now Let’s be sure to note that at many companies that sniffed potential trouble in the wings and...
Computershare: Earning Its Clients’ Business Everyday
An Interview With Jay McHale, President, US Equity Services, Computershare Every year around this time, The Optimizer interviews Jay McHale, the President of Computershare US Equity Services, about what has been going on at Computershare and what clients can expect in...
Tablet Use Skyrockets
Issuers Must Adapt To Remain Compliant Rhoda Anderson, CEO of EZOnlineDocuments, LLC The advent of tablet and mobile technology continues to change the landscape of shareholder communication. Incredibly,...
Our Primer On The “Proxy Committee Ballot” – And Why You Need To Have One
We have been planning to write this article - and add it to our series on “The Basics” - for a very long time…But midproxy season a reader called to ask, “Do you have a sample of a Master Ballot? My client is engaged in a proxy contest, and I know we need one, but I...
Keane Takes The Lead In Helping Companies Navigate The Delaware Voluntary Disclosure Agreement
A new voluntary Disclosure Agreement (VDA) initiative established by Delaware Governor Jack Markell has been a hot topic for companies with unclaimed property reporting obligations to the state of Delaware. Senate Bill 258 (SB 258) was signed into law by the...
Highlights From The Society And SSA Annual Conferences
You may have noticed that this issue of the OPTIMIZER is way late, as our 2nd Quarter issue usually is – so we can report a few highlights of the industry’s two best conferences…
“Buy And Hold” Investing Dying, Or Maybe Dead? Let’s Check With The Grandkids
So What Can We Learn Here About The “Buy And Hold Model”?
The Death Of Retail Investing: Should You Care?
In our second quarter issue we noted the growing number of retail investors who believe our securities markets are being run for the sole benefit of short-term traders and speculators—and who have, as a consequence, been exiting the stock markets in droves.
