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Venable LLP

ISS Releases 2025 Policy Survey

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Institutional Shareholder Services Inc. (ISS) recently released its Annual Benchmark Policy Survey (the "Policy Survey"). In keeping with its prior practice, ISS seeks responses from institutional shareholders, issuers,...more

Goodwin

Form SHL: What You Need to Know

Goodwin on

The US Department of the Treasury (the Treasury), with the assistance of the Board of Governors of the Federal Reserve System and the Federal Reserve Bank of New York, conducts a mandatory benchmark survey every five years. ...more

Wilson Sonsini Goodrich & Rosati

ISS Launches Annual Benchmark Policy Survey

On August 29, 2023, Institutional Shareholder Services Inc. (ISS) announced the launch of its Annual Benchmark Policy Survey. The survey results will inform ISS’s policy development for 2024 and beyond....more

Maynard Nexsen

Approaching Deadline for the 2022 Benchmark Survey of Foreign Direct Investment in the US: What You Need to Know

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Foreign direct investment (FDI) plays a crucial role in the global economy, and the United States has long been an attractive destination for international investors. To accurately gauge the impact and trends of FDI, the US...more

Morgan Lewis

Deadline Approaches for the BE-12 Benchmark Survey for Foreign Direct Investment in the US

Morgan Lewis on

The US Department of Commerce’s Bureau of Economic Analysis’s BE-12 Benchmark Survey for Foreign Direct Investment in the United States is due by May 31, 2023, or June 30, 2023 for reports submitted via eFile....more

Akin Gump Strauss Hauer & Feld LLP

Bureau of Economic Analysis Mandatory 2023 BE-12 Survey Reporting Requirement Deadline Approaches

The Bureau of Economic Analysis (BEA) of the U.S. Department of Commerce requires an incorporated U.S. business enterprise or an equivalent unincorporated U.S. business enterprise in which a foreign person or entity owns or...more

Locke Lord LLP

BEA Reporting Requirements for ‎Foreign Direct Investment in the United States

Locke Lord LLP on

The U.S. Department of Commerce’s Bureau of Economic Analysis (“BEA”) prepares official U.S. economic statistics, such as the U.S. international transactions accounts, the national income and product accounts, and the...more

Davis Wright Tremaine LLP

Mandatory Survey of Foreign Direct Investment Due to BEA by May 31, 2023 - Commerce Department Uses Corporate Benchmark Surveys of...

The U.S. Department of Commerce's Bureau of Economic Analysis ("BEA") collects data regarding U.S. multinational enterprise investments and prepares official U.S. economic statistics through a series of quarterly, annual, and...more

Foley Hoag LLP

BE-12 Benchmark Survey of Foreign Direct Investment in the U.S. Due May 31, 2023 (or June 30, 2023 via eFile)

Foley Hoag LLP on

- The U.S. Bureau of Economic Analysis (BEA) is conducting its five-year benchmark survey relating to cross-border investment: BE-12 (Survey of Foreign Direct Investment in the U.S.). - Responses are due by May 31, 2023...more

Dorsey & Whitney LLP

Foreign-Owned U.S. Companies Must Soon Respond to Federal Survey

Dorsey & Whitney LLP on

The International Investment and Trade in Services Survey Act ("IITSSA"), 22 USC § 3101 requires the Bureau of Economic Analysis (“BEA”) within the U.S. Department of Commerce to conduct a national survey of foreign direct...more

BakerHostetler

Mandatory US Government Survey Regarding Foreign Direct Investment in the United States

BakerHostetler on

The U.S. government’s most comprehensive survey regarding foreign direct investment in the United States is being conducted in 2023. The survey is the BE-12, a five (5) year benchmark survey conducted by the U.S. Department...more

NAVEX

Executive Summary: 2022 Risk and Compliance Survey Benchmark Report

NAVEX on

The resilience of risk and compliance (R&C) leaders over these past couple of years has been remarkable. Our profession adapted amid the massive and sudden workplace shifts brought on by COVID-19, and by most accounts,...more

Dechert LLP

U.S. Treasury’s Benchmark TIC SHC Survey and Implications for Investment Managers (UPDATED)

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In March 2022, the U.S. Department of the Treasury (Treasury) and the Federal Reserve Bank of New York (FRBNY) will conduct a benchmark survey of U.S. ownership of foreign securities....more

Hanzo

[Webinar] 2021 Survey Results: The State of Collaboration Data & Corporate Readiness - December 7th, 12:00 pm - 1:00 pm EST

Hanzo on

ACEDS and Hanzo have partnered once again to survey the market on the use of collaboration data for discovery and litigation. During this webinar, we will be sharing the latest results from this year’s benchmark survey. In...more

NAVEX

[Webinar] Risk & Compliance in 2021: How to Benchmark Your Program to Cultivate Success - August 3rd, 10:00 am - 11:00 am PT

NAVEX on

Get a First Look at the 2021 Definitive Risk & Compliance Benchmark Report to Measure Your Program Initiatives - Attendees will receive a copy of the full report during the event. The NAVEX Global 2021 Definitive Risk...more

Association of Certified E-Discovery...

[Webinar] In-House eDiscovery Benchmarks: Key Takeaways from Logikcull's Corporate In-Housing Survey - March 17th, 1:00 pm - 2:00...

How are corporate legal teams handling increased pressures to cut costs, in-source work, and take control over their ltigation and investigations process? We asked. Join Logikcull and ACEDS as we dive deep into the results of...more

Hanzo

Webinar Recap: The Results of Our Benchmark Survey on Collaboration Data and Corporate Readiness

Hanzo on

This fall, the team at Hanzo and the Association of E-Discovery Specialists (ACEDS) conducted a benchmark survey to learn how organizations were addressing what we broadly refer to as “collaboration data”—chat-based...more

Association of Certified E-Discovery...

[Webinar] NPS: Will Your Clients Be Your Advocates? - November 19th, 1:00 pm - 2:00 pm EST

Net Promoter Score (“NPS”) is arguably the gold standard and leading metric of customer loyalty for corporate America. Two-thirds of Fortune 1,000 companies have employed NPS surveys (with one CEO going so far as describing...more

Dechert LLP

BEA’s BE-180 Benchmark Survey of Financial Services Providers: Implications for U.S. CLO Managers

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In September and October 2020, the U.S. Department of Commerce’s Bureau of Economic Analysis (BEA) is administering its next mandatory Benchmark Survey of Financial Services Transactions between U.S. Financial Services...more

Dechert LLP

BEA’s BE-180 Benchmark Survey of Financial Services Providers: Implications for U.S. Asset Managers

Dechert LLP on

In September and October 2020, the U.S. Department of Commerce’s Bureau of Economic Analysis (BEA) will administer its next mandatory Benchmark Survey of Financial Services Transactions between U.S. Financial Services...more

BCLP

ISS opens 2021 Annual Policy Survey, following call to voluntarily disclose ethnicity of directors, officers

BCLP on

Institutional Shareholder Services Inc. (ISS) opened its 2021 Annual Policy Survey on July 29, 2020, to seek input from institutional investors, public companies, directors and others to begin development of ISS’ annual...more

Lowenstein Sandler LLP

U.S. Companies Required To Report Foreign Investments: BEA’s Little-Known Reporting Requirements

Lowenstein Sandler LLP on

Many U.S. companies are unaware that a relatively unknown agency, the Bureau of Economic Analysis (BEA) at the Department of Commerce, administers mandatory reporting requirements that oblige ALL U.S. businesses to file...more

Smith Anderson

Upcoming Deadline: Bureau of Economic Analysis BE–10 Benchmark Surveys

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The Bureau of Economic Analysis (BEA) conducts various surveys of U.S. multinational companies and U.S. affiliates of foreign enterprises to generate statistical information regarding the global business activities of U.S....more

Dechert LLP

BEA’s 2020 BE-10 Benchmark Survey of U.S. Direct Investments Abroad and COVID-19 Coronavirus-Related Guidance: Implications for...

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Financial services providers that have non-U.S. affiliates should evaluate whether they are required to file the Benchmark Survey of U.S. Direct Investments Abroad (BE-10). Even if a firm has reported on BE-10 in the past,...more

Foley Hoag LLP

BE-10 Benchmark Survey of U.S. Direct Investment Abroad – Filing Requirement

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The U.S. Bureau of Economic Analysis (BEA) has announced it is once again time for the BEA’s BE-10 Benchmark Survey of U.S. Direct Investment Abroad. The BEA is an agency of the United States Department of Commerce and...more

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