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Posts tagged “investor relations”

The uphill battle to take down the ‘merger tax’

Merger objection class-action lawsuits have been the bane of public companies for going on a decade. Each year from 2009 through 2015, somewhere between 84 percent and 94 percent of all merger transactions over $100 million were challenged by at least one shareholder class-action lawsuit. In the January/February 2018 issue of the National Investor Relations Institute (NIRI) magazine IR Update, I write about the efforts of jurists and activists to clamp down on meritless merger suits and the maneuvers of opportunistic plaintiffs’ law firms to keep the six-figure fees flowing.

Read the full IR Update article here.

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5 ways to get SEO value from the investor relations website

In the Search world, creating relevant content about your company and products/services is at the core of a strong ongoing strategy. Investor Relations reporting is a guaranteed stream of content being generated at a publicly traded company. Because creating content can be the bane of an SEO program, investor relations can be a gold mine for easy SEO opportunity.

With the demands of Investor Relations reporting, having a strong online platform to manage investor relations needs takes on a great deal of importance. To be time- and cost-effective, many Marketing Communications teams turn to externally hosted platforms for these services. 

Although building an investor relations site as part of your corporate website allows for ultimate flexibility, costs and project…

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Improving your proxy statement’s reader experience

Proxy statements have emerged as a key channel for telling a company’s story to shareholders and are a valuable tool for management and Boards. And proxies continue to become more robust – getting longer with more detailed disclosure; and the inclusion of infographics, charts and checklists are making key information more scannable and prominent. 

Content and design improvements are also being made to the shareholder letter, table of contents, company overview, and the proxy summary. Seventy-nine percent of companies included a proxy summary in 2016 (up from 39% in 2012) and 77% used color in their CD&As (up from 48% in 2012) based on Equilar’s 2017 Innovations in Proxy Design study, which examined proxies from the S&P 100. Companies are also increasing their use…

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5 changes in shareholder activism

Shareholder activism isn’t going away any time soon. In the first nine months of 2017, we’ve seen a similar number of campaigns and a few less proxy fights compared with 2016. But all signs indicate that the tide of shareholder activism continues to rise. While the majority of targets have been small or mid-cap companies, the recent fight between activist investor Nelson Peltz and Proctor & Gamble demonstrates large cap companies are also vulnerable.   

Activism in a company’s shareholder base is more the norm today than the exception. The need to ‘think like an activist’ with a preparedness plan in place has become increasingly more common with boards of directors. We recently hosted a webinar, along with Kai Leikefett and Lawrence Elbaum of Vinson & Elkins, and

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Five reasons why tax reform still looks like a shaky bet

Six weeks ago I wrote here that investors and corporations should not count on Congress passing tax reform legislation this year. Now that the GOP’s “Big Six” has released a somewhat more detailed framework, do the chances look any better? Here are five reasons why the ambitious plan is still a long shot:

  1. Too Many Democrats. People like to say that no one knows what the Democratic Party stands for. One thing it definitely stands against is big tax cuts for the rich. In August, all but three of the 48 Senate Democrats signed a letter rejecting deficit-financed tax cuts for corporations and the wealthy. The leading message from the Big Six is that the tax plan would provide no benefit for the rich.  But pretty much everyone else acknowledges that the nation’s…
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