Insights
With proxy season fast approaching, governance professionals are preparing for another round of proxy drafts, equity table headaches, and time-intensive shareholder engagement. Having a few pointers regarding shareholder engagement and outreach could help position you and your team for success and a positive annual shareholder meeting outcome. Here’s a few tips our experienced team here at Lioness has put together based on our experience.
5 Tips for Shareholder Outreach & Engagement
Like the rising of the sun, proxy season is upon us once more. You’re likely a professional at handling your element of the document by this point: drafting the CD&A, double checking the equity usage, cross-referencing with the 10-Q and 10-K filings, exchanging daily emails with your securities counsel. In the middle of all that chaos, we’d like to highlight a couple of easily avoidable mistakes.
4 Tips as We Enter
Proxy Season
Have you ever wanted to ask one of those consultants from ISS-Corporate questions about ISS? Figure out what magic number of shares you can increase your equity plan by? Why ISS makes the changes to their Equity Plan Score Card (EPSC) model? I can help. This article can help.
What ISS’s EPSC Policy Changes Mean for Your Equity Plan
How the ISS Policy Updates Will Impact Issuers
On November 25th, 2025, ISS published its long-awaited Benchmark Policy Updates document for corporate issuers filing on or after February 1st, 2026. There were 19 global policy changes, with 8 of them focused on US-based tickers.