How to craft proxies that gain the trust and support of your shareholders

As investor expectations continue to evolve, the proxy statement has become more than a regulatory requirement: it’s now a strategic tool for corporate storytelling and stakeholder engagement. The newly released playbook, titled ‘From compliance to confidence: Proxies that win trust and votes’ and written in partnership with DFIN, offers a timely and comprehensive guide for companies looking to strengthen their proxy disclosures ahead of the upcoming season. 

Click here to download the report >>


The playbook features insights from leading governance professionals and proxy advisors, highlighting best practices and emerging trends that are shaping the future of proxy reporting. It emphasizes the growing importance of clear, confident communication around key topics such as board composition, executive compensation, ESG, DE&I, cybersecurity and AI. 

Recent data suggests that companies with poor say-on-pay outcomes or governance controversies are significantly more vulnerable to activist campaigns. In contrast, organizations that proactively engage investors and present a compelling governance narrative through their proxy statements are better positioned to maintain board stability and investor confidence. 

Rather than waiting for a triggering event, forward-thinking companies are using their proxies to communicate strength and transparency now. The playbook showcases how leading organizations are doing just that: turning their proxy statements into strategic assets that reflect best practices and build trust. 

What’s inside the playbook: 

  • Investor and proxy advisor expectations for 2026 
  • Case studies of award-winning governance disclosures 
  • Guidance on balancing stakeholder priorities 
  • Anticipated regulatory changes and compliance risks 
  • AI tools and technologies shaping the future of proxy development.  
     

Download the playbook today and prepare to lead with transparency, strategy and confidence. 

Governance Playbook: From compliance to confidence: Proxies that win trust and votes

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  • Forum – AI & Technology Europe
    Thursday, March 12, 2026

    Forum – AI & Technology Europe

    About the event Stay ahead. Harness AI. Transform IR. In today’s rapidly evolving financial landscape, AI is transforming how IROs engage with investors, analyze market sentiment and deliver insights. Yet, many IR teams face challenges in understanding and employing these tools effectively. WHEN WHERE America Square Conference Centre, London The…

    London, UK
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    Thursday, March 19, 2026

    Think Tank – West Coast

    Our unique format – Exclusively for in-house IRO’s The IR Impact Think Tank – West Coast will take place on Thursday, March 19, 2026 in Palo Alto and is an  invitation-only event exclusively for senior IR officers. Our think tanks are free to attend and our unique format enables participants to network extensively, and discuss, debate and dissect…

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    Wednesday, March 25, 2026

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    About the event The IR Impact Awards – US will take place on Wednesday, March 25, 2026 in New York. This very special event honors excellence in the investor relations profession across the US. WHEN WHERE Cipriani 25 Broadway, New York Celebrating IR excellence Since the annual event first launched…

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