Our investor-focused advice, grounded in precedent and facts, facilitates a strategic and tactical approach to delivering an integrated "Equity Story" that resonates with all relevant stakeholders.
SquareWell’s unique positioning is defined by our independent focus on client objectives. This enables our approach to be agile to demand, and strategic to the needs of our clients.
Market-leading advice to active investors has complemented long-term trusted corporate relationships to carve out SquareWell’s key role in many successful activism defense situations.
Governance Advisory
Fit for Purpose Governance Structure
Environmental & Social Intelligence
Focus on Strategic Materiality
Shareholder Engagement
Enhancement Through Alignment
Activism – Corporate Transactions
Shareholder-first Approach
Strategic Communications
Build a Narrative with Impact
Companies must communicate an integrated “equity story” centered on the strength of their governance and addressing sustainability megatrends, with the aim of attracting strategically engaged investors.
The fundamental beginning of our approach is research and analysis. This initial phase serves as a framework to define focus and drive efficiency in decision-making. Providing the market view, SquareWell supports in effective communication of these decisions. It is our approach to solving problems, and our dedication, that defines us. We focus on what matters!
Record foreign investor participation (32% in 2024) could challenge Japan’s traditional stakeholder model, while national security concerns may lead to protectionism in sensitive sectors.
Shareholder Activism in South Korea
A comprehensive review of all shareholder proposals related to Environmental, Social, and Governance topics since 2022. Plus, the “Anti-ESG” movement.
Italy is one step closer to approving the new Capital Markets Bill (or DDL Capitali) which introduces a number of significant changes to the regulatory framework to improve the “competitiveness” of its capital markets. SquareWell reviews the three amendments that may be of most interest to the international governance community.
Post-Pandemic Activism: Restrictions Lifted
AQTION, a SquareWell brand, published its inaugural review of how the world's largest 65 investors are evaluating environmental, social, and governance issues and stewarding their porfolios. Together, these investors manage nearly $81 trillion in assets.
In last year’s Client Memo, titled “Reframing ESG”, SquareWell Partners (“SquareWell”) looked to reframe the term Environmental, Social, and Governance (“ESG”) by putting the role of governance back in the spotlight and dissociating it from the two megatrend “Environmental” and “Social” issues. We argued that “Governance” should be viewed as the means of facing environmental and social risks and opportunities, not as an isolated element from this effort. This push was widely welcomed by the various market players ranging from academia to institutional investor
Despite the politicization of the topic in certain jurisdictions, investors have played a key role in ensuring that portfolio companies focus on tackling challenges presented by climate change. To this end, investors have been using different tools to enact change at portfolio companies, including engaging with investee companies, divesting from certain companies or sectors; submitting climate-related shareholder proposals; and incorporating climate change considerations in voting decisions at shareholder meetings.
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