Our Insights

Clear
06 Oct 2020

Morrow Sodali Leadership Series - The Future of M&A and Activism

 Morrow Sodali Leadership Series - The Future of M&A and Activism - Q&A with David Heleniak...
11 Feb 2019

INSTITUTIONAL INVESTOR SURVEY 2019

Institutional Investors with assets under management of USD 33 trillion continue to want more information from portfolio companies about board composition and b...
01 Feb 2018

Institutional Investor Survey 2018

Institutional Investors with assets under management of USD 31 trillion want more detailed disclosure from portfolio companies about their boards of directors,...
10 Oct 2014

Sodali 2015 Client Memorandum

In 2015 shareholders will be pushing for an answer to the most basic governance question: “How effective is the board of directors?” In this...
08 Oct 2013

Client Memorandum 2014

Sodali’s 2014 Client Memo, “The Autonomous Board,” describes trends and challenges facing boards of directors in 2014 and recommends a comp...
06 Nov 2012

Client Memorandum 2013

For the fifth year in a row, we are proud to send you a memorandum written by our Chairman, John Wilcox, anticipating some of the trends for the year to come T...