Our Insights
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...