PJT Partners的动态

?? The 2024 proxy season is coming up fast—here’s PJT Partners’ take on what?investors should expect at their annual meetings this spring. 1?? Board effectiveness is in the spotlight amid concerns around geopolitical instability, labor dynamics, and emerging AI tech. 2?? The second season of universal proxy rules will drive heightened activism and defensive tactics. 3?? Challenging market conditions may lead to difficult say-on-pay votes. 4?? The shareholder proposal landscape is becoming increasingly complex; expect more anti-woke proposals (none of which are likely to perform very well). 5?? The debate around ESG investing tactics is putting firms’ practices into sharper relief. ?? Learn more → https://lnkd.in/eN4rGkKJ

Our 2024 proxy season review highlights five takeaways to help directors understand proxy season trends and changing stakeholder expectations. Have a look.

Corporate America’s public embrace of racial equity is stalling. In 2021 corporate mentions of racism skyrocketed, with almost 1,800 publicly traded companies mentioning DEI terms in their annual filings, up from just 240 companies in 2020. Now only two years later, this growth is flattening out. We used data from the Security Exchange Commission's EDGAR database to dig in. Check out our latest for the full analysis. #DEIdata #CorporateDEI #ESG #CSR #DataVisualization #DataAnalysis

There may not be a universal metric for investors to focus on when analyzing companies with a #social lens. But focusing on the relevant risks and opportunities and using the right data for the right question can provide valuable insights for all investors. #MSCIResearch https://ms.spr.ly/6047leTG7

Honored to have contributed to this project and worked with the Capital Markets team! Click the link below to learn about the trends from this year’s proxy season.

Social Risks and Opportunities for Corporates: Long-Term Performance in Global Equity Markets Our?prior work?has looked at the long-term relationship between MSCI ESG Ratings, corporate fundamentals and market performance. One clear message from this research has been that the companies that MSCI rated most highly on their approach to financially material social risks and opportunities consistently outperformed their lower-rated peers. Read more below ?? #social #MSCIResearch

My purpose is... ?? ? For each of us, our IPF Digital purpose has a different dimension. ? For Veronica Tapia - Backstage Analyst - Our purpose is... ? #FinancialInclusion #BetterWorld #Mypurpose

Corporate Anti-Racism Begins to Stall We searched hundreds of thousands of annual corporate filings (10-Ks) to the Securities Exchange Commission (SEC) from 2001 to 2023, looking for mentions of racial equity-related topics. These annual reports summarize the core financial, operational, and mission messages that corporations signal to their shareholders. They are equal parts marketing campaigns and financial disclosure and can be used as a mechanism to understand the way corporations want the public to view them. After increasing over 600% in 2021, the number of publicly traded companies mentioning DEI in their annual filings is beginning to level off. This slowing embrace of racial equity suggests the limitations of corporate America’s role in systematically addressing racism without broader oversight. Beholden to shareholders, the private sector may be as volatile as the markets they work within when it comes to racial justice. --------- Author: Maxwell Titsworth Design: Samantha Elbouez Feature Image: Chloe P. Editor: Brian Trapp Data Source: Security Exchange Commission's EDGAR Database #DEIdata #CorporateDEI #ESG #CSR #DataVisualization #DataAnalysis

Digging into our research a little this morning, it makes total sense that the bigger the firm you are at, the higher the opportunity to make more money is. But the smaller the operation, the more of the money you get to keep. Click here to learn more: https://ow.ly/zCP750Qnj8V Visit our brand new website: https://ow.ly/JHqb50QKFO8 Be sure to like, follow and subscribe Don't miss out on the chance to be part of this growing industry. #thegrmgroup #emergingmarkets

Read the latest edition of Directors Quarterly from the #KPMGBLC with articles on #GenAI and climate-related disclosures, #financialreporting updates, #proxyseason takeaways, an asset owner view on #shareholderengagement, and more. https://bit.ly/4cXL0Mg