All Corporate Governance articles
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White papers
Can the US sustain a rising debt burden?
The United States is approaching an unprecedented level of debt, exceeding historical highs experienced post-World War II. This situation indicates that fiscal adjustment is unavoidable, as the country cannot simply outgrow its debt dilemma. Despite high domestic and external demand for US debt, relying on this demand amid such significant debt increases is risky.
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White papers
Diversity, equity and inclusion in French companies
In a follow up to our 2020 Q&A on how French companies can identify and address inequities in their workforce while promoting a diverse and inclusive environment, EOS engager Pauline Lecoursonnois speaks to business consultant Inès Dauvergne, to discuss the effectiveness of companies’ policies.
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White papers
COP28: Limited expectations met with some progress on climate finance
But what might be a diplomatic victory is definitely not a climate one, whatever the efforts and intense negotiations that have underpinned it, as there is still much to be done. Notably the agreement did not say to “phase them out”, which many were calling for.
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White papers
EOS Engagement Plan 2024-2026
Our Engagement Plan identifies 12 key themes and 36 related sub-themes. We find this breadth of coverage is necessary to reflect the diversity of the issues affecting companies in our global engagement programme.
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White papers
2023 Proxy Season in Review
In a period of unique market and economic dynamics, Neuberger Berman continued our tradition of vocal engagement to encourage best practices from companies.
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White papers
New dawn for Japanese equities
Japanese equities are on the cusp of a new era, with two key developments forcing companies to rethink how they do business – for the better.
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White papers
Japan: Unlocking Hidden Value Through Engagement
Reforms could continue to drive performance, particularly in a small to midcap space that is ripe for engagement-driven capital efficiency gains.
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White papers
EOS Engagement Plan 2023-2025
Our engagement plan identifies 12 key themes and 32 related sub-themes. We find this breadth of coverage is necessary to reflect the diversity of the issues affecting companies in our global engagement programme.
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White papers
When fiscal policy puts the European institutions under pressure
“The new governance proposed by the Commission goes in the right direction, but risks of failing are high.”
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White papers
Pensions Watch | Issue 22: What’s been happening and what’s on the horizon in the world of pensions
Given the ever-greater regularity of unanticipated impactful events with equally unpredictable tipping points, we look at the importance to pension scheme fiduciaries of risk management. In particular, we consider the need for both more inventive scenario analysis and stress testing of schemes’ resilience against a multitude of ever-present and emerging risks allied to more nimble governance.
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White papers
Paying a fair share
Companies that seek to aggressively minimise their tax payments will face increasing legal, financial and reputational risks as regulation tightens. Joanne Beatty explains why tax revenues are vital for cash-strapped public services, and how we engage with companies to ensure they pay a fair share.
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White papers
The wages of fear
With new US regulations and EU due diligence rules coming down the track, companies will need to work harder at identifying human rights risks in their supply chains. How do we engage with companies on this challenging issue?
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White papers
Corporate ESG Impact Ratings: Concept, Process, and Implementation
Not all investors share the same ESG objectives. While most aim to manage ESG risks and opportunities specific to individual companies (i.e., single materiality), some also target net positive impacts on the environment and society (i.e., double materiality).
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White papers
Japan: Land of Rising Equity Opportunities
Despite an extended deflationary period and several catastrophic natural disasters, Japan’s gross domestic product (GDP) has consistently ranked among the world’s top three largest economies over the last three decades. While this resiliency is commendable, unfortunately, global benchmark allocations to Japanese equities have not fared as well.
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White papers
How Global Investment Grade Can Help Pension Schemes Deliver Their Promises
With many defined pension schemes in negative cashflow, interest in cashflow-driven investing (CDI) is increasing. We believe the $11.3 trillion global investment grade credit universe offers the best means of maximising potential returns from a core CDI strategy. Moreover, advances in technology allow us to build portfolios more quickly, optimising returns and limiting risk.
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White papers
Global Investment Views: February 2018
The recent sharp correction of equity markets and the increase in yields which have materialized since the start of the year have created a turbulent phase, interrupting the “Garden of Eden” kind of setting which investors were getting used to.
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White papers
Time to Re-invent the Default Wheel?
Market Insight - Nick Groom reveals how a combination of member profiling and applying a risk-first investment approach improves member outcomes. Auto-enrolment is the most successful pension scheme mechanism to drive up participation rates since we were hoodwinked into our company’s final salary scheme. Just enrol members at the highest contribution rate and add auto-escalation and we can really celebrate!
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White papers
The hunt for quality
For a growth investor like Comgest, focusing on quality is one of the very few practical approaches to increase our odds of invest- ing in companies that will indeed profitably outgrow expectations already priced in their shares. But, identifying quality should not be limited to approximate yardsticks such as earnings standard deviation, a net debt / Ebitda ratio or even a slightly more elaborate Piotroski score. Instead, there is an interconnected relationship between competitive ad- vantage and quality.