J. Sue Morgan

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In anticipation of the upcoming annual report and proxy season, we are highlighting new requirements and trends for public companies in 2021. This update includes:

  • SEC rule changes and guidance updates that affect annual reports and proxy statements
  • Proxy advisor policy updates
  • Key focus areas for shareholder engagement and corporate governance

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The SEC recently adopted rule amendments that will revise certain proxy adviser practices and issued further guidance on investment adviser voting responsibilities in a welcome change for many public companies. In this update, we highlight key changes for proxy adviser reports, including:

  • Proxy advisers must provide all public companies with a copy of their report

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