In this white paper, Exequity LLP and Alliance Advisors LLP look at equity plan proposals that have failed during 2007-2012, how Institutional Shareholder Services Inc. (ISS) viewed the proposals, and key takeaways from these…more
On October 16 2012, ISS issued draft 2013 Policies for comment. Comments can be submitted through October 31, 2012. The draft policies include several proposed revisions to ISS's Management Say-on-Pay proposal policy as well as…more
On September 25, 2012, the New York Stock Exchange (the "NYSE") and, on September 26, 2012, the NASDAQ Stock Market ("NASDAQ") filed proposed changes to their rules for listed companies with the Securities and Exchange…more
On June 20, 2012, the Securities and Exchange Commission issued final rules to implement the provisions of Section 952 of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010, which added Section 10C to the…more
ISS's parent, MSCI Inc., filed its proxy March 19, 2012 for its annual shareholder meeting on May 2, 2012. ISS has indicated that it will not issue one of its Proxy Reports for MSCI as that would present a conflict of interest…more
On December 19, 2011, Institutional Shareholder Services (ISS) issued its technical document that details its pay-for-performance (P4P) methodology for 2012. The technical document lays out ISS's quantitative and qualitative…more
On November 17, 2011, Institutional Shareholder Services issued final 2012 Policies. The final policies are largely in keeping with the draft policies released on October 18, 2011. The final policies will be effective for…more
On October 18, 2011, Institutional Shareholder Services Inc. (ISS) issued draft 2012 Policies for comment. Comments can be submitted through October 31, 2011. This Client Alert looks at the compensation-related policies and…more
Institutional Shareholder Services, Inc. (ISS) recently posted its 2011-2012 Policy Survey. This Alert looks at the compensation related questions in the survey, providing Exequity's commentary on them. We strongly encourage…more
The IRS recently issued new proposed regulations under Code Section 162(m) that clarify: (1) what companies must do in order to successfully utilize the performance-based compensation exception to the Code Section 162(m) limit;…more
Fidelity recently issued its 2011 Proxy Voting Guidelines. This Client Alert summarizes the changes to the Fidelity Proxy Voting Guidelines related to compensation, especially as related to equity compensation plans. The Client…more
On March 30, 2011, the Securities and Exchange Commission issued proposed rules to implement the provisions of Section 952 of the Dodd-Frank Wall Street Reform and Consumer Protection Act of 2010, which added Section 10C to the…more
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