Focus on
What Matters
We are an advisory firm specializing in monitoring investor behavior and preferences to support our clients’ decision-making processes on issues that matter the most.
Active Managers
& Activism
SquareWell Partners undertook a survey with asset managers pursuing mainly an “active” strategy to better understand their views and approach to activism.

Download the survey from our INSIGHTS section.
Why Do Investors
Sell Your Stock?
By understanding the various factors that lead investors to buy/sell your shares, and by messaging effectively around these factors, companies can identify shareholders that match their strengths.

Download the second Progress Group Report below.
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.


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.

Our Team
Shared values and a wealth of expertise.

Our team combines extensive expertise with shared values that drive our performance and serve as the foundations underpinning the way we interact with key stakeholders.

We constantly pursue innovation in our research methods and technology, and we work closely with all relevant stakeholders to ensure we always deliver value.

Meet the Partners
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.

Read More
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