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Investor-Corporate Engagement | Article

Voting for Value: Reforming Proxy Systems for Lasting Impact

By Olivier Lebleu, CFA

23 June 2025 - The global proxy system is at a crossroads. Frustrations from investors and issuers in the proxy process are leading to frequent headlines from both camps calling for reform, but solutions have been elusive. Furthermore, frustrations with the proxy process are often cited as one of the reasons companies question the need to be publicly listed, especially given the rise of private markets investing in the last decade.

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Innovation, Investor-Corporate Engagement | Podcast

Going Long Podcast: Wafra’s Adel Alderbas on Building Capital Constellation and the Future of GP Staking

27 May 2025 - “We have the humility of an LP, but we also have the rigor of a GP. So, when you combine those two, you get something like Capital Constellation, which is a very innovative collaborative ecosystem of asset owners and asset managers.”

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Investor-Corporate Engagement | Report

Beyond the Blame Game: Why the Proxy System Needs to Change

By Olivier Lebleu, CFA, Matthew Leatherman

18 December 2024 - A well-functioning proxy voting system is critical to support effective capital allocation and participation in the public markets. This report examines the factors that have led to the current situation and broaches potential solutions to build a stronger system.

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Earnings Guidance, Investor-Corporate Engagement | Article

The End of Quarterly Guidance: A New Era for Corporate Strategy

By Allen He, CFA, FRM

17 October 2024 - For years, the corporate world was entrenched in the practice of providing quarterly earnings per share (EPS) guidance. The latest data shows it may finally be on its way out.

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Investor-Corporate Engagement | Case Study

A Commitment to Long-Term Capital & Partnerships 

28 February 2024 - As Singapore’s sovereign wealth fund, GIC is responsible for safeguarding and enhancing the international purchasing power of the reserves under our management over the long term.

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Investor-Corporate Engagement | Case Study

Bunge’s Focus on Long-term Strategies Helped Transform its Shareholder Base

9 August 2023 - Developing a committed shareholder base is crucial to long-term success. Companies with a longer-term-oriented shareholder base can rely on their long-term shareholders to insulate them from short-term pressures.

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Investor-Corporate Engagement | Case Study

Adopting a balanced, proactive shareholder engagement strategy at Kering

17 July 2023 - As is the case with many multinational companies, Kering's investor relations strategy centers around attracting and retaining investors who prioritize long-term performance and align with its vision. Based on this objective, Kering adopts a two-pronged strategy.

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Investor-Corporate Engagement | Case Study

Long-Term Roadmaps in Action With Nidec

29 May 2023 - In sharing a multi-year outlook and repeatedly reporting to the investment community on progress, Nidec serves as a strong example of how companies can integrate long-term targets as a part of standard investor communications, helping remind the investment community of their ultimate focus.

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Investor-Corporate Engagement | Case Study

DSM, Examining Effective Long-Term Roadmaps in Action

29 May 2023 - For the past 10 years, DSM has prioritized sustainability as its key business driver. The combination of the shifting business portfolio and DSM’s sustainability-based growth initiatives require that investors understand the long-term plan and appreciate the company’s strategic investment goals.

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Investor-Corporate Engagement | Case Study

GSK, Examining Effective Long-Term Roadmaps in Action

29 May 2023 - Global companies recognize the many advantages to creating a long-term plan which sets out a clear forward-looking perspective on growth, risk and capital allocation for investors. Such plans provide a holistic view of economic drivers and strategic goals, help ensure that all stakeholders have a firm grasp of company strategy and enhance shareholder belief in long-term opportunities, in the face of short-term pressures.

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Investor-Corporate Engagement | Case Study

Effective Investor Roadmaps From The Home Depot

29 May 2023 - Laying out a clear perspective on growth, risk and capital allocation ensures that all stakeholders have a firm grasp of a company’s approach and enhances shareholder belief in real opportunities, even despite the presence of short-term pressures.

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Investor-Corporate Engagement | Report

Unlocking Value by Targeting Long-term Shareholders

7 March 2023 - Curating a targeted long-term shareholder base aligned with the company’s priorities is the key to unlocking greater value over time.

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