Insights

Read the latest investor-focused insights from our team on a broad range of topics ranging from activism to sustainability. Please note that we share our Insights only with companies, investors, and law firms.

2021 Market Update: Capital Allocation, Activism, Governance and E&S Trends
05 October 2021 2021 Market Update: Capital Allocation, Activism, Governance and E&S Trends

A look at the largest 100 companies in the US and Europe shows that 75% have increased their dividend to be paid out of 2020 earnings compared to 2019. Share buybacks, however, have not yet picked-up.

What's Been Said on Climate - A Global Review
19 July 2021 What's Been Said on Climate - A Global Review

A global review of the different approaches taken by companies that have voluntarily adopted a Say on Climate (SoC) vote or have received a shareholder proposal demanding that a SoC process be instituted.

Activism in Japan: Appreciating Differences to Unlock Value
29 June 2021 Activism in Japan: Appreciating Differences to Unlock Value

Enacting change in corporate Japan can be an uphill battle and activist shareholders need to be prepared to revisit some of their tactics and modus operandi in order to meet objectives.

The Changing Climate on Investor Behavior
22 April 2021 The Changing Climate on Investor Behavior

SquareWell analyzed 30 of the world’s largest asset managers’ investment policies and stewardship activity around climate change. The review confirms that efforts to combat climate change by investors are now no longer as fragmented, with clear expectations from companies to contribute to a transition to a net zero economy by 2050.

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