EQ Views

Understanding Ownership Data Can Help Defend Against Closed-End Fund Activism

Thursday, August 3, 2023

Activists focused on Closed-end Funds (CEF) have significantly increased their efforts and advanced their techniques. As these investors target CEFs, understanding your ownership data can help you devise appropriate outreach and defense strategies.

Corporate Proxy

How Proactive Monitoring Strengthens Your Shareholder Engagement Strategy

Tuesday, July 25, 2023

Proactive monitoring of shareholders is essential for developing a stronger shareholder engagement strategy.

Ownership Intelligence

Why Ownership Intelligence Drives Greater Knowledge Per Share

Friday, May 19, 2023

Explore the impact of shareholder engagement on increasing knowledge per share and delve into strategies for effective engagement, benefits for shareholders, and the importance of informed decision-making.

Transfer Agent

Embracing the Shift to T+1 Settlement: Reducing Risk and Enhancing Efficiency in Financial Markets

Monday, May 15, 2023

Explore the shift to T+1 settlement in financial markets, its impact on reducing counterparty risk, and how to prepare for the transition.

Equity Plan Solutions

Put Your Best Vest Forward: Emerging Best Practices

Wednesday, May 10, 2023

When it comes to equity compensation plans, and vesting in particular, taxation is routinely cited as the biggest challenge for companies and plan participants.

Equity Plan Solutions

Acing Tax Season—What To Know And How To Do It

Monday, May 8, 2023

As the complexities and questions of tax season approach each year, it is always a good time for employees, companies, and their equity plan administrators to begin preparing in earnest for tax season.