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.
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.

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Why Do Investors
Sell Your Stock?
Changes to your investor base are natural – holdings fluctuate daily - sometimes even amongst your top investors. And while you, as members of the C-suite or investor relations officers (IROs), are in regular dialogue with your shareholders, sometimes you don’t have much insight as to why certain investors decrease their exposure to your stock.

Read our latest Progress Group report here...

Increased stewardship activity leads to greater accountability

Increased stewardship activity leads to greater accountability

Evolving regulatory requirements and the pressure to deliver sustained returns have led investors to increasingly monitor extra-financial factors alongside financial performance. Now environmental, social and governance (ESG) factors are integrated into the investment decision-making process, to identify opportunities as well as manage risk.

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. 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 are 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 owners. This diagnostic exercise alerts our clients to what really 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

Read the latest insights from our team
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