Activist Investors Respond to Governance Reforms. Gregory Elders, ESG Analyst July 2016

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Transcription:

Activist Investors Respond to Governance Reforms Gregory Elders, ESG Analyst July 2016

Bloomberg Intelligence ESG BI ESG <GO> Terminal users can explore Bloomberg Intelligence analysis of ESG issues potentially impacting sectors and companies Analysis Key short and long term themes, evaluation of key indicators, data-driven research Data Library Dedicated company and country ESG data, plus 3 rd party ESG scores Monitor Key monitoring tools for news and data on ESG issues and controversies

CORPORATE GOVERNANCE REFORMS

Companies Appoint Outside Directors

Japan Still Lags Other Developed Markets

INVESTOR STEWARDSHIP

Shareholders are Voting More & More Often Against Management

Increase in Vote Against Director Retirement Bonus

Companies Approve of Forceful Stewardship, Sort of: GPIF Survey

ACTIVIST INVESTORS

FY2015 Activists Double Topix Targets

Activist Investor Third Point Shows International Interest in Reforms

Cross-Shareholding Unwind Will Slowly Fuel Activist Interest

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