Deliver your companys unfiltered opinion on Glass Lewis research directly to investor vote decision-makers. hbspt.cta.load(7114621, '12b35052-ce1d-4573-9b32-5a293fa75bc8', {}); Please click Request a Quote above for more information and request the Proxy Paper for your company, peer companies, or a company you represent. What information will Glass Lewis share with RFS participants? endstream
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The RFS will be included with Glass Lewis research reports immediately after a standard content disclaimer from Glass Lewis. This includes company filings, press releases, news articles and any other material that is available to all shareholders. Demographic datadoesnt cut it. We enable institutional investors andpublicly listedcompaniesto make sustainable decisions based in research and data. All potential factual errors and omissions identified in a Glass Lewis research report can and. Glass Lewis is dedicated to developing high quality, accurate corporate governance research based on publicly available information. streamlined Proxy Paper report, with itsdigestible overview page that naturally flow, Gain a deeper understanding of agenda items. Meet your shareholder expectations and build an equity plan that is in line with. 0
Best Practice Principles & Stewardship Codes, Glass Lewis Feedback and Complaints Center, case-by-case, independent analysis of all the proposals contained in tens of thousands of. Select Get Preview Report for My Organization for access to data that will be incorporated into our report. for access to data that will be incorporated into our report. RFS participants are permitted to submit one RFS per shareholder meeting. Lastly, we apply our most lenient threshold to all other business relationships where a director (or a family member) is an executive officer of a company that provides products/services to or receives products/services from the company.
Best Practice Principles & Stewardship Codes, Glass Lewis Feedback and Complaints Center. Privacy is a critical component of Glass Lewis obligation to its clients. Data and ratingsprovidedby Glass Lewis partners is not included in the IDR. 151 0 obj
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Our tailored coversheets include custom policy recommendations and rationales. Any clients that have already downloaded an earlier version of the research report will receive an email with the updated research report that includes the RFS. IDRs with corrections should be saved and returned to Glass Lewis via our dedicated inbox. Leverage the over 1,500 engagement meetings that Glass Lewisholdsannuallyacross 100+markets globallyto advance your stewardship activities. Launched in 2015, the issuer data report (IDR) program was piloted in the United States and expanded the following year to companies in Europe and Canada. Where no amount is disclosed, we assume the transaction surpasses our applicable threshold. The cost of the RFS is included in the cost of purchasing Glass Lewis research. Feedback statements are addressed directly to shareholders allowing you to share unfiltered opinions on our research to the voting decision-makers at every investor client in time for voting decisions to be made or changed. you to make decisions, recommendations, and votes. Access Proxy Papers, Special Reports, Policy Guidelines, and Season Reviews. Any company that discloses its meeting materials 21 days in advance of the meeting date has up to 7 days to submit an RFS. Each proxy paper begins with an overviewpageshowing you high-level, linked agendaitems and recommendationssaving you hours of time youdotherwise be spendingscrolling througha massive report. Need Help Logging In? Our regional phone numbers are found here. Data is collected and clearly presented in the lead up to a companys AGM so you can always vote with assurance. Is Glass Lewis available to discuss its policies during the IDR process? The RFS provides you with the opportunity to speak directly to company shareholders and your feedback statement should be addressed directly to these shareholders (i.e. If a company makes an additional public filing that results in a material revision to Glass Lewis research report, an RFS participant will be permitted, at Glass Lewis discretion, to submit an additional RFS, for a nominal distribution fee. Access your meetings, research, custom recommendations and ballots. Best Practice Principles & Stewardship Codes, Glass Lewis Feedback and Complaints Center. Glass Lewis has the largest lead time in the industry so you get your Proxy Paper weeks before anyone else.
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Pivotal sustainability, social, and governance intelligence included with Glass Lewis Proxy Paper reports allows. Our Proxy Papers are generally available two-to-three weeks prior to meeting dates, depending on company disclosure deadlines. Include it in our Proxy Paper with a Report Feedback Statement. Information as to precisely where within your companys. Email or call your local client service representative. We cover 30,000+meetings each year, across approximately 100 global markets. The IDR is intended to provide issuers with a comprehensive snapshot of Glass Lewis corporate governance analysis. The RFS should be submitted on letterhead, in PDF format. For more information, please see ourEngagement Policypage. Research areas include M&A, Board of Directors, Executive Compensation, Shareholder Proposals, Cybersecurity, SASB Materiality, and more. Where companies do not publicly disclose their meeting materials by the deadline, Glass Lewis research team reserves the right to defer the companys participation to next years program. Let us know if you believe there is an error or omission in your companys Proxy Paper report. Email or call your local client service representative. Access to the same data, analytics and equity models used by our research team to evaluate executive compensation and inform our investor customers custom voting policies. Glass Lewis has industry-leading research publication times. Our industry-leading proxy vote management service, elevating the user experience for over 10 years. Data and ratings provided by Glass Lewis partners is not included in the IDR. Data and ratings provided by Glass Lewis partners is not included in the IDR. Glass Lewis will provide the number of investors who were sent the RFS and the number of investors that viewed or downloaded the underlying research report. What is the deadline for submitting an RFS? Glass Lewis also expects RFS participants to exercise professionalism and civility in their responses, including refraining from comments that are not relevant to the RFS and not including any unnecessary personal names or other personally identifiable information. Be a company, shareholder proponent, dissident shareholder or party to an M&A transaction clearly identified in or covered by a Glass Lewis research report for the specific meeting. If a report is updated to reflect new disclosure or the correction of an error, we notify all clients that have accessed the report or have ballots in the system for the meeting tied to that report, whether or not the update or revision affected Glass Lewis and/or clients custom recommendations. In absence of feedback by the deadline, we will proceed with publishing our final report. The purpose of the RFS is to allow participants to more directly express their views and any differences of opinion they may have with Glass Lewis research and recommendations. Access the Glass Lewis Proxy Paper for your company and its peers, along with ESGBooks ESG Reports, Controversy Alerts, and in-depth policy guidelines and thought leadership. The IDR does not contain Glass Lewis analysis or voting recommendations, which are solely. Access resources for public companies, learn more about our policies and methodologies and find out how to contact us.
All of the market-based data on pages 2 and 3 of our reports (stock chart, total return table, market cap, enterprise value, closing price, stock performance) are as of that date that corresponds to our most recent data download from our third-party provider, Capital IQ, prior to publishing the report. We receive the company information in our reports from a third party data provider Capital IQ. Details on the issue, including meeting date, proposal number and title, page number in the report and the full sentence in which the discrepancy appears. While the IDR does not contain Glass Lewis analysis or voting recommendations, the data points included are critical inputs for Glass Lewis analysis. Pivotal sustainability, social, and governance intelligence included with Glass Lewis Proxy Paper reports allows you to access the latest ESG data and insights to enable ESG-driven proxy voting decisions.
This includes directors whose employers have a material financial relationship with the company. For each specific shareholder proposal discussed in an RFS, the name of the proponent should be clearly identified from publicly available information. Issuers registered for the IDR can confirm their company data is accurately reflected per disclosure made publicly available to shareholders. These investors represent $35 trillion in AUM and more than 3,000 individual voting decision makers. All Rights Reserved. Please do not address letters to Glass Lewis or its research analysts.
Glass Lewis solely guarantees IDRs for companies which disclose their meeting documents at least 30 days in advance of their meeting date. Learn how you can obtain direct access to theGlass Lewis Proxy Paper research report. a wide range of information including ESG data, compensation data, board details, and highly nuanced custom analysis provided by our seasoned team of research analysts and issue specialists. Our reliance on publicly available information ensures our reports reflect the most current and accurate data available to shareholders about each public company. Our expert research and analyst team is spread around world providing in-depth proxy research to more than 100 markets. Glass Lewis IDR program facilitates greater transparency with the companies we write about and improves the accuracy in our reports; it is a vital component of our ongoing issuer engagement initiative.