Shareholder Advisory Firm

SquareWell specializes in monitoring investor behavior and preferences to support listed companies across the world to "focus on what matters".

Our investor-focused advice, grounded in precedent and facts, facilitates a strategic and tactical approach to environmental, social and governance (ESG) issues by management and the board in support of their business goals.
The Playing Field
SquareWell Partners, the conflict-free shareholder advisory firm, undertook a study to determine how the top 50 asset managers (managing a total of $50.6 trillion) are approaching some of the prominent issues of today’s global financial market.

This latest study covers issues ranging from asset managers approach to ESG integration in fixed income to how often such managers have gone public with their discontent of portfolio companies.

Access the latest study here...
What Does Pay
Actually Say?
Contrary to our belief that there may be fatigue around the issue of executive pay, we found that investors outlined a growing motivation to step up engagement with directors as the people who can explain why a CEO is given a particular pay package.

Furthermore, the investors we spoke with outlined the marked interest of portfolio managers in evaluating pay packages.

Read our latest Progress Group report here...
Active Managers
& Activism
In light of the increasing support for activist campaigns globally, SquareWell undertook a survey with asset managers pursuing mainly an “active" strategy to better understand their views and approach to such contested situations.

The survey represents the views of active asset managers managing approximately $10.4 trillion across the world.

Read More...

Increased stewardship activity leads to greater accountability

Increased stewardship activity leads to greater accountability

Evolving regulatory requirements and the pressure to deliver sustained returns in an extremely competitive environment has led investors to increasingly monitor extra-financial factors alongside financial performance. The integration of environmental, social and governance (ESG) in investment decisions has moved from a ‘nice to have’ to a basic requirement for many asset owners. Asset managers are held accountable by their clients to evidence how they use ESG to identify opportunities, manage risks and have an impact.

Moreover, for investors, stewardship is no longer just about voting. It means monitoring and engaging with companies on strategy, risk management, capital structure and corporate governance.

For companies, the challenge is to understand how each investor exercises their rights and responsibilities.

Boards and management teams are now under constant pressure to demonstrate how their strategic decisions aim to create value for stakeholders while reducing their negative externalities. Failure to effectively communicate the long-term impact of those decisions makes a company more vulnerable to threats posed by investors, competitors, and other market participants.

Our Approach

Irrespective of a company’s ownership structure, we are involved when director and management accountability is in focus.

We support our clients’ decision-making processes throughout the year, by monitoring shareholder behavior and preferences, and by anticipating emerging trends in ESG practices and disclosures.

Our work begins with understanding our clients and their relationship with their investors. We conduct an in-depth review of each client’s strengths and any challenges it faces with respect to the responsibility it has to its shareholders. This diagnostic exercise alerts our clients to what matters to their investors.

SquareWell seeks to recreate the public squares of the past, enabling companies and shareholders to gain an unfiltered understanding of each other in neutral territory, which helps establish goodwill and trust. Our clients are supported with developing a narrative with impact, and enter fully prepared into a meaningful dialogue with their shareholders.

Analyze
Engage
Communicate
Decide
Advise

As a leading shareholder advisory firm, our ability to analyze and interpret market feedback, supported by our proprietary knowledge management tool, allows us to provide investor-focused advice, grounded on precedent. This, in turn, helps maximize investor support in high-stake votes and avoids contested situations.

The Progress Group

Driving progress by sharing knowledge and experience with the market.

We believe that all stakeholders in the financial market can drive progress and positive change. In particular, we think that when diverse stakeholders participate in thoughtful discussion and debate, great ideas are generated. That is why we consider it imperative that stakeholders have opportunities to come together, discuss issues, and share their knowledge and experience with the market.

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News and events

Catch up with SquareWell’s media coverage and find news about forthcoming events SquareWell is hosting or attending.
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Insights

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