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9 Feb 2024, 6:30 am
Skinner, Ropes & Gray LLP, on Monday, February 5, 2024 Tags: Activism, anti-ESG, ESG, ESG investing, ExxonMobil, GHG, proxy statements, SEC 2024 Proxy Season Considerations: Officer Exculpation for Delaware Corporations Posted by Andrew Allen, Karen Dempsey, and Bobby Bee, Orrick Herrington & Sutcliffe LLP, on Tuesday, February 6, 2024 Tags: delaware, Delaware Supreme Court, Duty of care, Fiduciary duties, officer exculpation, officers, Proxy season, S&P 500, stockholders 2023… [read post]
9 Feb 2024, 6:30 am
Skinner, Ropes & Gray LLP, on Monday, February 5, 2024 Tags: Activism, anti-ESG, ESG, ESG investing, ExxonMobil, GHG, proxy statements, SEC 2024 Proxy Season Considerations: Officer Exculpation for Delaware Corporations Posted by Andrew Allen, Karen Dempsey, and Bobby Bee, Orrick Herrington & Sutcliffe LLP, on Tuesday, February 6, 2024 Tags: delaware, Delaware Supreme Court, Duty of care, Fiduciary duties, officer exculpation, officers, Proxy season, S&P 500, stockholders 2023… [read post]
3 Nov 2023, 6:30 am
Posted by Alyssa Stankiewicz and Lindsey Stewart, Morningstar, Inc, on Monday, October 30, 2023 Tags: anti-ESG, ESG, ETFs, Shareholders Machine-Learning the Skill of Mutual Fund Managers Posted by Ron Kaniel (University of Rochester Simon Business School), on Tuesday, October 31, 2023 Tags: CFNAI, Mutual funds, stock market, US Equity Funds The Compensation Committee’s Evolving Role in Human Capital Management Posted by Blair Jones, Rachel Ki, and Jennifer… [read post]
3 Nov 2023, 6:30 am
Posted by Alyssa Stankiewicz and Lindsey Stewart, Morningstar, Inc, on Monday, October 30, 2023 Tags: anti-ESG, ESG, ETFs, Shareholders Machine-Learning the Skill of Mutual Fund Managers Posted by Ron Kaniel (University of Rochester Simon Business School), on Tuesday, October 31, 2023 Tags: CFNAI, Mutual funds, stock market, US Equity Funds The Compensation Committee’s Evolving Role in Human Capital Management Posted by Blair Jones, Rachel Ki, and Jennifer… [read post]
6 Oct 2023, 6:30 am
Eddy, Wachtell Lipton Rosen & Katz, on Saturday, September 30, 2023 Tags: Board of Directors, Fiduciary duties, Risk management, SEC California’s Proposed Bills Require Reporting on Climate Emissions and Risks Posted by David A. [read post]
6 Oct 2023, 6:30 am
Eddy, Wachtell Lipton Rosen & Katz, on Saturday, September 30, 2023 Tags: Board of Directors, Fiduciary duties, Risk management, SEC California’s Proposed Bills Require Reporting on Climate Emissions and Risks Posted by David A. [read post]
7 Apr 2023, 6:30 am
Roberts, Debevoise & Plimpton LLP, on Saturday, April 1, 2023 Tags: Corporate governance, Cyber-risk, Cybersecurity, legal framework, Risk assessment, Supply chain Proxy-Voting Insights: Voting on Politics Posted by Lindsey Stewart, Morningstar, Inc., on Sunday, April 2, 2023 Tags: Asset Managers, climate risk, corporate lobbying, Proxy voting, shareholder resolutions, Transparency Corporate Democracy and the Intermediary Voting Dilemma Posted by Jill E. [read post]
7 Apr 2023, 6:30 am
Roberts, Debevoise & Plimpton LLP, on Saturday, April 1, 2023 Tags: Corporate governance, Cyber-risk, Cybersecurity, legal framework, Risk assessment, Supply chain Proxy-Voting Insights: Voting on Politics Posted by Lindsey Stewart, Morningstar, Inc., on Sunday, April 2, 2023 Tags: Asset Managers, climate risk, corporate lobbying, Proxy voting, shareholder resolutions, Transparency Corporate Democracy and the Intermediary Voting Dilemma Posted by Jill E. [read post]
8 Jan 2023, 9:26 am by Rob Robinson
If an LLC is the chosen form, an LLC agreement will set forth, among other items, establishment of the company’s officers; capital contributions by members of the LLC; allocation of profits and losses to the members; delivery of a Certificate of Formation to the Secretary of State of the state in which the company will be organized; and establishment of a registered agent in that state.2 Growth should be managed at a pace that matches the… [read post]
21 Oct 2022, 6:30 am
Tuttle, Debevoise & Plimpton LLP, on Monday, October 17, 2022 Tags: Disclosure, Insider trading, Pay for performance, SEC, Securities Act, Securities fraud, Securities litigation ESG Reporting: Asset Managers Express Divergent View Posted by Lindsey Stewart, Morningstar, Inc., on Monday, October 17, 2022 Tags: advisory board, Board of Directors, ESG, Liability standards, regulatory requirements, Sustainability The Valuation Treadmill: How Securities Fraud Threatens the… [read post]
14 Oct 2022, 11:50 am by The White Law Group
  Western Asset Macro Opportunities I (LAOIX), an open-ended fund sponsored by Western Asset Management Company, LLC., is one of worst performing bond funds of 2022, according to Financial Advisor Mag,  As you many know, the federal reserve increased the interest rate again in September to 3% to 3.25%., (In May it was 0.75% to 1.00%). [read post]
ENDNOTES [1] The companies are 2U, Inc., Adobe, Inc., Airbnb, Inc., Allbirds, Inc., Brightcove, Inc., Brighthouse Financial, Inc., Change Healthcare Inc., Comcast Corporation, FactSet Research Systems, Inc., Henry Schein, Inc., Ideanomics, Inc., Kraft Heinz Co., Lyft, Inc., Microsoft Corporation, Morningstar, Inc., Sleep Number Corporation, Starbucks Corporation, United Therapeutics Corporation, and WW International, Inc. [2] The listed investors and investment advisors are Council of… [read post]
20 Sep 2021, 12:35 pm by zamansky
To speak with an investment fraud attorney at Zamansky LLC in confidence, call 212-742-1414 or send us a message online now. [read post]
8 Apr 2021, 5:56 am by John Jascob
In December 2020,Eris Exchange, LLC (ErisX) self-certified three RSBIX NFL futures contracts for listing on the exchange, based on moneyline, point spread, and total points for individual NFL games. [read post]
3 Jul 2020, 6:43 am by Florence Campbell Jones
AnaCap Financial, Balbec, Banca IFIS and Guber Banca were amongst the buyers who closed deals with the four servicers managing the GACS SPVs; Prelios Credit Servicing, Cerved Credit Management, doValue, and Credito Fondiario. [read post]
27 Mar 2020, 6:01 am
Fund Families Posted by Jackie Cook and Jon Hale, Morningstar, Inc., on Monday, March 23, 2020 Tags: Asset management, ESG, Institutional Investors, Proxy advisors, Proxy voting, Shareholder voting, Stewardship New ESG Disclosure Obligations Posted by Anna Maleva-Otto and Joshua Wright, Schulte Roth & Zabel LLP, on Tuesday, March 24, 2020 Tags: Disclosure, Environmental disclosure, ESG, EU, International… [read post]
13 Jan 2020, 7:51 am by Renae Lloyd
MJ is currently not included in any of Morningstar’s standard investment categories and currently resides in the miscellaneous sector group. [read post]
2 Aug 2019, 6:33 am
Posted by Jasmin Sethi, Sethi Clarity Advisers LLC, on Friday, August 2, 2019 Editor's Note: Jasmin Sethi is the CEO of Sethi Clarity Advisers LLC. [read post]