Knowing the deadline for filing your shareholder proposal will better enable you to map out a timeline for success. DID YOUR COMPANY HOLD AN ANNUAL MEETING THE PREVIOUS YEAR? If you plan on submitting your proposal for the annual meeting …
Continue reading

One of the more admirable aims of shareholder activism is socially responsible investing, when investors attempt to leverage rights as shareholders of a publicly-traded corporation to affect social change. This includes discouraging investments overseas in area of the world rife …
Continue reading

Data maintenance and security is of paramount importance to shareholders and investors, particularly if they trade. At the very least, in order to be a shareholder activist, one must have instant, reliable access to their shares. Portfolios, accounts, holdings, payment …
Continue reading

Are you concerned with the long-term viability of a publicly traded company in which you hold shares? Is management missing an important opportunity? Do you have a great idea that will add shareholder value? If so, don’t just dispute, contribute. …
Continue reading

To safeguard the long-term viability of their investments, shareholders need to understand the psychological drivers behind both rational and irrational market forces. For instance, shareholders need to be aware of the economic phenomenon known as the “bubble.” Generally speaking, the …
Continue reading