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 OPTIMIZER’s Top Tips For Vetting Key Suppliers

Start with an overview of key players in their field: Who owns them? How long have they been in business? Where do they seem to rank vs. other players in terms of market share? For smaller players, be sure to pull a D&B report, which may surprise you big-time –...

Do You Really Believe That Printed Annual Reports Are Dead Or Dying? Analyze This:

In a move that was mighty hard for followers of the current credit market mess to miss – but one that warrants additional notice, we think – Regions Financial Corp. took four full pages of the March 18th Wall Street Journal – the first page in impossible-to-ignore chartreuse, which added even more big money to the big media ‘buy’ – to reprint the first four pages of its Annual Report.

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