It’s been a long time since we last shared our top tips on choosing a proxy solicitation/proxy advisory firm…And wow…the industry has changed a lot since then…not least in terms of the specific “talent” that each firm has on board, as noted above…which, please note well, is the number-one thing that proxy firms have to offer.
Back when the Volkswagen scandals first began to break – which seems like ages ago now – we warned readers that ethics and compliance issues were certain to move to the top-of-mind where shareholders of every stripe are concerned.
As we’ve noted in previous issues, your editors, and many of our savvier and busier friends, have been trying to clean up most of our smallish DRP and DSPP accounts. Why? Because of all the paperwork they generate – but also to be able to consolidate all our investments in a single place.
