Institutional Outreach Programs: Alliance orchestrates an institutional outreach program designed to assist corporations in communicating with their major institutional investors on various compensation and governance practices. This outreach effort effectively opens the lines of communication with vote decision makers, garners feedback and articulates the company’s position.
This three-phase program can be customized to meet the needs of the client including:
Historical Voting Analysis: Alliance will leverage its proprietary database of institutional voting records with available N-PX filings to provide a comprehensive overview of how your largest investors voted at your most recent shareholder meeting, presented in an easy-to-understand format. This analysis is often the first phase of a shareholder engagement program. From Say-on-Pay to shareholder proposals to director elections, these reports are an important first step of any shareholder engagement program.
Vote Projections: Alliance bases its vote projections on a proprietary combination of investor intelligence, historical voting trends and the methodology of the proxy advisory firms. This allows the client to make an informed decision on strategy, resource allocation and execution. A vote projection, an accurate one, can prevent embarrassing rejections, it can alert the company to the need for changes to the terms of the proposal and it can serve as a blueprint for an effective proxy solicitation campaign.