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Proxy Disclosure & Design Trends

By Randi Morrison posted 09-19-2018 08:30 PM

  

Labrador's benchmark study of Fortune 250 proxy statements reveals these and other noteworthy trends from the 2018 proxy season:

  • Board Refreshment: 49% of proxies included a graphic highlighting board tenure compared to 37% last season. 13% used graphics to illustrate the nomination process and 16% used graphics to illustrate the evaluation process, compared to 9% and 6%, respectively, last year.
  • Board Diversity: 29% of companies included an individual director skills matrix; 26% included an aggregated skills matrix (i.e., the number of total directors with particular skills).
  • Graphics: 50% of proxies included graphics to highlight company performance, and 28% used graphics to compare TSR vs. peer group TSR. A number of proxies also used graphics to highlight pay mix and pay vs. performance. And 16% included shareholder engagement graphics.
  • Board/Director Letters: 69% included a CEO or Chair letter in the proxy statement - nearly doubled over the past two proxy seasons; 43% of those CEO/Chair letters included substantive information (as opposed to an "invitation" to attend the meeting). Other proxies included letters from the lead independent director (11%), Compensation Committee (5%), full Board (4%).
  • ESG: 37% of proxies included an ESG section; 6% used graphics to highlight key ESG metrics.
  • Cybersecurity: 63% mentioned cybersecurity as a specific risk-management concern.
  • Risk: 17% included a graphic to show the relationship between management and the board while overseeing risks.

See also the firm's release, and additional information and resources on our Annual Meeting, Disclosure Reform and 2018 Proxy Season pages. This post first appeared in this week's Society Alert!

 

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