In addition to disclosure considerations across a number of topics that are of particular interest to institutional investors and proxy advisors, “Key Considerations for the 2022 Annual Reporting and Proxy Season” from White & Case includes ISS, Glass Lewis, and select institutional investor policies on board diversity; an example of a Nasdaq board diversity matrix that provides additional diversity information (e.g., veteran status, disabilities); a sample D&O questionnaire inquiry on director self-identified diversity characteristics; and ISS, Glass Lewis and select institutional investor policies on director overboarding and ESG disclosure.
We reported on Part I of the firm’s memo concerning Form 10-K disclosure here. Access additional resources on our Proxy & Annual Reporting Season 2022 page.
This post first appeared in the weekly Society Alert!