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May 04, 2023

Best Practice Report: Recognizing and predicting activist shareholders now available

Activist tactics – and activists themselves – have evolved post-pandemic and so too must companies and investor relations professionals. This best practice report by IR Magazine in partnership with Q4 guides and inspires its readers in recognizing and predicting activist shareholders by speaking directly with leading IROs, lawyers, advisers and activists themselves.
 

Click to read Best Practice Report – Recognizing and predicting activist shareholders – Q4
We ask how companies are adjusting their stock surveillance, vulnerability assessments, response plans and engagement tactics to the goals of the modern activist. Our experts reveal their tried and tested best practices and tools in activist preparedness and where investor engagement, monitoring and audits work most effectively. They anticipate potential big-picture shifts on the horizon, such as the SEC’s proposed changes to the 13D and 13G disclosure rules.

The report includes an activist’s view as a balancing counterpoint. Gain insight into the thinking of self-described ‘value-added shareholders’ and how activist campaigns can have positive impacts.

Our partner Q4 explains how ESG activism has become a popular tool for activist investors to target companies they believe are not doing enough to address environmental and social issues or are failing to properly manage governance issues.

The key benefits an IRO will get from reading the report:

  1. Evaluate your company’s risks and susceptibilities
  2. Consider external advisers and your ‘poison pill’
  3. Identify the challenges firms face with surveillance
  4. Consider your media, earnings and proxy positions
  5. Deal with SEC changes and universal proxy

 

Click to read the Best Practice Report: Recognizing and predicting activist shareholders >>

Staff Writers

The staff writers on IR magazine are from our team of highly experienced journalists.
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