Alliance Advisors

What does the 2025 proxy season tell us about the future of ESG, DEI, and shareholder activism? From a sharp decline in E&S proposals to shifts in investor support and the regulatory pullback on ESG, the 2025 U.S. proxy season revealed clear signals that companies and investors are recalibrating priorities. Alliance Advisors' Senior Vice President Shirley Westcott breaks down the key developments, emerging themes, and what boards should watch for in the months ahead. Read the full review: https://lnkd.in/eyBnkk9y

𝗨𝗻𝗹𝗼𝗰𝗸 𝗞𝗲𝘆 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗶𝗻𝘁𝗼 𝘁𝗵𝗲 𝟮𝟬𝟮𝟱 𝗔𝗧𝗫 𝗔𝗚𝗠 𝗦𝗲𝗮𝘀𝗼𝗻! 👉 Following our inaugural analysis in summer 2024, we're thrilled to release 𝘁𝗵𝗲 𝘀𝗲𝗰𝗼𝗻𝗱 𝗲𝗱𝗶𝘁𝗶𝗼𝗻 𝗼𝗳 𝗼𝘂𝗿 𝗔𝗧𝗫 𝗔𝗻𝗻𝘂𝗮𝗹 𝗚𝗲𝗻𝗲𝗿𝗮𝗹 𝗠𝗲𝗲𝘁𝗶𝗻𝗴 𝗮𝗻𝗮𝗹𝘆𝘀𝗶𝘀. Some highlights: 👉 For the 𝟮𝟬 𝗥𝗲𝗺𝘂𝗻𝗲𝗿𝗮𝘁𝗶𝗼𝗻 𝗥𝗲𝗽𝗼𝗿𝘁𝘀, 𝗜𝗦𝗦 was 𝗮𝗴𝗮𝗶𝗻𝘀𝘁 𝗶𝗻 𝟲𝟬% of the cases. 👉 𝗢𝗻𝗹𝘆 𝟮𝟯% of supervisory board candidates were 𝗳𝗲𝗺𝗮𝗹𝗲 this year. ☎️ For #ATX company IR teams eager for a deeper dive into your specific company's positioning, let's connect! ☝ This marks our 5th consecutive report published on a Tuesday. There's more to come, so stay tuned! Alliance Advisors Angelika Horstmeier Ahmed Suliman Emmanuelle Palikuca Oliver Taylor CIRA - Cercle Investor Relations Austria Börsen-Kurier

Is the post-passive era beginning? After more than a decade of record-low turnover, Q1 2025 signals a subtle, but meaningful shift: institutional investors are beginning to reengage. In our latest analysis, Sean McGuire explores 25 years of investor turnover in the S&P 500, the structural rise of passive giants, and what early signs of renewed portfolio rotation could mean for public companies. Read the full piece here: https://lnkd.in/e5xVGJiR

👉 Following our first Alliance Advisors analysis in the summer of 2024, this is now our second edition of the SMI Annual General Meeting analysis covering 2025. We cross-checked the relation between voting behaviour and vote recommendation and highlighted the topics that received most attention in the past months. Curious to know why shareholder support for Director elections is declining, yet backing for remuneration proposals is increasing? If you are part of the IR team of an SMI company and would like more details about your own company versus the SMI, then get in touch with us! 👇 Sandro B., Ahmed Suliman,Emmanuelle Palikuca,Alliance Advisors

Where are deep value investors placing their bets in a volatile market? In Q1 2025, investors faced renewed uncertainty amid rising tariffs and a decline in the S&P 500. Kevin P. Langdon and Matthew Regateiro dove into the data, analyzing the portfolio movements of nearly 95 deep value investors to uncover key trends.   Their findings? Increased bullishness in Health Services and Communications, and a clear pullback from Technology Services and Producer Manufacturing. Read the full piece for a closer look at where the smart money is going: https://lnkd.in/ePFgg3tY

We’re proud to share that Rich Babineau will represent Alliance Advisors as a panelist at the 2025 SSA Annual Conference in Denver. Rich will join the Annual Meetings panel on July 21 at 1:15 p.m. MT, discussing key trends and insights alongside leaders from Pfizer, DFIN, and Broadridge. We’re honored to be part of the conversation driving innovation and best practices in shareholder meetings. Learn more and register here: https://lnkd.in/gfP_tjdV

In case you missed it, our Head of Sustainability Advisory, Emmanuelle Palikuca, was featured on LSEG’s recent webinar, Unpacking the ‘S’ and ‘G’ in ESG.   The discussion explored the role of social and governance topics for companies, how regulatory developments and investor expectations are driving a shift in focus, and what practical steps can help embed these factors more meaningfully into business strategy and reporting.   Access the recording here: https://lnkd.in/edHKnw6j

From Brussels to the US, ESG disclosure expectations are evolving. We break down what’s happening, where it’s headed, and how companies can future-proof their strategies. Read the article by our Sustainability Leaders, Emmanuelle Palikuca & Sarah Cusano: https://lnkd.in/esThmgYW

👉 Following our first Alliance Advisors analysis in the summer of 2024, this is now our second edition of the MDAX Annual General Meeting analysis covering 2025. We cross-checked the relation between voting behaviour and vote recommendation, and highlighted the topics that received most attention in the past months. Our focus was on remuneration systems and remuneration reports, discharge of the management and supervisory boards, both individually and collectively, but above all on the renewal of the articles of association passages on virtual general meetings. 💡 Did you know that only one company failed to renew its articles of association – but did not have the lowest voting result? If you are part of the IR team of an MDAX company and would like more details about your own company versus the MDAX, then get in touch with us! 👇 Sandro B., Ahmed Suliman, Emmanuelle Palikuca, Alliance Advisors

SPACs are picking up speed again. Already 58 SPAC IPOs in 2025, more than all of last year. But success takes more than capital: ✅ The right sponsor ✅ Realistic projections ✅ Public company readiness ✅ Strong investor communication At Alliance Advisors IR, we help SPACs and targets navigate the de-SPAC journey with clarity, confidence, and strategy that lasts. We’re all in. Read our blog here or on our website: https://lnkd.in/gXzjFxtZ