All Corporate Governance articles
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White papersCorporate law showdown: the battle for incorporation supremacy in the United States
Well over half of Fortune 500 companies are incorporated in Delaware, owing to its business-friendly reputation and its Court of Chancery-a respected authority on corporate law, with well-developed and predictable case law that gives investors confidence. Beyond being the most common state of incorporation, Delaware is where shareholder rights are most frequently tested, with hundreds of fiduciary duty suits litigated annually in its Court of Chancery As a result, Delaware produces a body of precedent that sets the standard nationally concerning shareholder litigation and directly affects investors in U.S. public companies. For European institutional investors holding billions in U.S. equities, this means Delaware litigation has historically been the most reliable avenue to secure recoveries and governance reforms.
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White papersAsia ex-Japan Equity Letter to Investors: Our intervention in South Korea and what it means for investors
In early 2024, we published a landmark report which outlined the shortcomings in South Korea’s corporate governance laws and proposed various solutions.
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White papersSouth Korean stocks soar on governance reform hopes
Revision to the Commercial Act is part of efforts to tackle the so-called ‘Korea Discount’.
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White papersClear skies ahead: Japan’s structural renaissance
Japan is undergoing a transformative moment that positions it as one of today’s most compelling investment opportunities. The temporary nature of trade tensions stands in contrast with a powerful combination of strong domestic-led growth and sweeping corporate governance reforms that are reshaping the economy. With valuations sitting well below both historical averages and global peers, investors now have a rare opportunity to invest in Japan’s structural transformation.
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White papersGEMs ESG Materiality, H2 2024: Analysing the cost of climate change
In the latest issue, we probe the risks that climate change potentially represents to emerging market companies. We provide a further update on South Korea’s ‘Corporate Value-Up Programme’, and also discuss our broader voting and engagement activity.
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White papersA new frontier for stewardship
Stewardship has evolved significantly since EOS at Federated Hermes Limited began in 2004, maturing into an industry with many more participants, all seeking to drive real-world outcomes. But this has also brought fresh challenges. Amy D’Eugenio reflects on this changing backdrop and looks ahead to the next 20 years.
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PodcastOuterblue RI – How is Shareholder Stewardship shaping the future of corporate sustainability?
Stewardship activities, like engagement and voting, are increasingly seen as effective tools for promoting corporate accountability, enhancing long-term value, and driving sustainability.
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White papersWill new reforms tackle the ‘Korea discount’?
South Korea’s new ‘Corporate Value-Up Programme’ aims to address the so-called ‘Korea discount’, which sees domestic companies trading at lower price-to-earnings multiples than their global peers.
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VideoYour Questions Answered: Asia ex-Japan
In this video, Jonathan Pines, Head of Asia ex-Japan, lifts the lid on where he views opportunity in Asia, what it would take to reduce the strategy’s underweight to India, and how corporate governance reforms in Korea may impact investments.
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White papersImproving corporate governance in Asia
Regulators across Asia are trying to boost shareholder value by addressing some longstanding corporate governance issues. But are we seeing genuine improvements at the company level or a tick box approach? Haonan Wu examines the evidence.
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White papersPublic Engagement Report Q1 2024
The Q1 Public Engagement Report from EOS at Federated Hermes focuses on carbon capture, utilisation and storage and the implications for companies relying on it to meet their net-zero emission targets. Plus, how the growth of sustainable bonds has reinforced the case for credit engagement.
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White papersCan 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 papersDiversity, 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 papersCOP28: 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 papersEOS 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 papers2023 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 papersNew 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 papersJapan: 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 papersEOS 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 papersWhen 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.”
