https://sodali.com/feed <![CDATA[Sodali]]> Morrow Sodali RSS Feed 2026-04-01T22:28:00+02:00 <![CDATA[The AI-enabled threat landscape: real world lessons from lawyers, pr, and cyber security experts]]> https://sodali.com/the-ai-enabled-threat-landscape-real-world-lessons-from-lawyers-pr-and-cyber-security-experts AI is changing the landscape for managing cyber security risks – affecting attackers, defenders, and responders alike.

]]> 2026-04-01T22:28:00+02:00 <![CDATA[Sodali & Co and Luminous Enter Strategic Partnership in Brand & Design]]> https://sodali.com/sodali-co-and-luminous-enter-strategic-partnership-in-brand-design 2026-04-01T07:00:00+02:00 <![CDATA[Investors' Expectations: Navigating the Governance Landscape]]> https://sodali.com/investors-expectations-navigating-the-governance-landscape As the global stewardship environment becomes more complex, our latest research—representing $17.4 trillion in assets under management—highlights how institutional investors are evolving their expectations for corporate boards.

]]> 2026-03-23T13:42:00+01:00 <![CDATA[Overview of Glass Lewis’s 2026 Benchmark Policy Revisions and Shareholder Activism Trends]]> https://sodali.com/overview-of-glass-lewiss-2026-benchmark-policy-revisions-and-shareholder-activism-trends Join us for a webinar examining the latest developments in Glass Lewis’s 2026 Benchmark Policy updates and their implications for issuers.
This session will provide an overview of the key revisions introduced by Glass Lewis, with a particular focus on areas of growing importance, including gender diversity, independent director tenure, and auditor oversight. Our experts will also explore emerging trends in shareholder activism within the Japanese market and how proxy advisors, including Glass Lewis, are responding to these shifts.
This webinar is designed to help companies get ready for the 2026 AGM season. It will offer practical insights into evolving governance expectations and investor priorities.

Date: 21 April 2026
Time: 4:00 PM JST
Location: Zoom

Please note this webinar will be conducted in Japanese.

]]> 2026-03-22T15:38:00+01:00 <![CDATA[Evidence Over Narrative: Insights on Climate Reporting and Data Center Risks from Climate Action Week Sydney 2026]]> https://sodali.com/evidence-over-narrative-insights-on-climate-reporting-and-data-center-risks-from-climate-action-week-sydney-2026 Climate Action Week Sydney 2026 highlighted critical developments in climate reporting and the challenges posed by rising energy demand from data centers, emphasizing the need for credible governance and strategic climate risk management.

]]> 2026-03-20T12:25:30+01:00 <![CDATA[Virtual‑Only AGMs: Market Reality, Governance Risks, and the Path Forward]]> https://sodali.com/virtualonly-agms-market-reality-governance-risks-and-the-path-forward Annual general meetings have undergone a profound transformation. What began as a temporary response to pandemic‑era restrictions has become a lasting shift in how companies engage with shareholders. As physical constraints eased, hybrid AGMs emerged as the international best practice, combining in‑person participation with digital access. Yet in several markets, issuers are now taking the next step: adopting virtual‑only AGMs.

]]> 2026-03-19T10:48:00+01:00 <![CDATA[UK SRS and The Future of Sustainability Reporting - Preparing for 2026 and Beyond]]> https://sodali.com/uk-srs-and-the-future-of-sustainability-reporting-preparing-for-2026-and-beyond The IFRS Sustainability Disclosure Standards (S1 and S2) bring much-needed clarity to an increasingly complex sustainability reporting landscape. By creating a globally aligned framework, they help companies focus on financially material issues while strengthening transparency and comparability.

]]> 2026-03-17T11:20:00+01:00 <![CDATA[Trends in AGM Practice, Proxy Voting, and Shareholder Engagement Conference]]> https://sodali.com/trends-in-agm-practice-proxy-voting-and-shareholder-engagement-conference-1 Built for Investor Relations professionals and company secretaries, this conference delivers practical, current and forward-looking insight across AGM preparation, proxy voting dynamics, stewardship expectations and shareholder engagement. It is designed to help issuers navigate a landscape where meeting formats are evolving, voting signals can shift quickly, and scrutiny on governance, remuneration and disclosure is intensifying.

Across the day, sessions will translate AGM season trends into clear actions for 2026, unpack how proxy advice and investor decision-making are changing, and explore how boards and chairs can lead effectively when questions are hard and outcomes are tight. You will also hear perspectives on regulatory and market integrity expectations, activism and escalation pathways, and the realities of retail voting through platforms and nominee structures, including what issuers can and cannot influence.

The program concludes with a practical “AGM fireproofing” framework, focused on building relationship capital year-round, recognising early warning signals, and strengthening readiness disciplines well before meeting season begins. 

EVENT DETAILS

Tuesday 31 March 2026 | 8:45 am–5:30 pm (AEST)

Paradox Sydney, Marble Room | 27 O’Connell Street, Sydney NSW 2000

WHY ATTEND

  • Understand what changed last AGM season—and what it signals for 2026 planning.
  • Make better AGM format decisions (in-person, hybrid, virtual) by weighing cost vs value, participation outcomes and governance considerations.
  • Anticipate proxy and voting dynamics, including institutional and retail voting behaviour and evolving proxy expectations.
  • Consider the implications of global developments on proxy process/voting expectations and issuer preparedness.
  • Strengthen shareholder engagement with practical, field-tested approaches that reduce surprises.
  • Align governance frameworks with investor expectations while maintaining company-led decision-making in AGM structure and execution.

WHO SHOULD ATTEND

  • Investor Relations Professionals
  • Company Secretaries and governance leads
  • In-house legal/compliance teams supporting AGM processes
  • Registry, investor servicing and corporate actions teams
  • Stakeholder engagement and communications leads supporting investor engagement

DRAFT PROGRAM HIGHLIGHTS (INDICATIVE — SUBJECT TO CHANGE)

  • 2025 AGM season review: key trends and what they signal for 2026
  • Global AGM disruption, voting dynamics and what’s coming next
  • Directors in the AGM hot seat: credibility, judgement and handling hard questions
  • AGM readiness and market integrity expectations for 2026
  • Proxy adviser recommendations: what’s shifting and what issuers can do differently
  • Activism and escalation: how campaigns build momentum and how issuers respond
  • Retail voting, platforms and beneficial ownership: what issuers can (and can’t) influence
  • AGM “fireproofing”: building relationship capital before pressure hits
]]> 2026-03-15T15:38:00+01:00 <![CDATA[2025 Year in Review: Australia]]> https://sodali.com/2025-year-in-review-australia The 2025 proxy season in Australia reflects evolving investor expectations, with heightened scrutiny on executive remuneration, board accountability and emerging governance risks.

]]> 2026-03-15T09:33:00+01:00 <![CDATA[California Advances Climate Disclosure: What Companies Need to Know About SB 253 and SB 261]]> https://sodali.com/california-advances-climate-disclosure-what-companies-need-to-know-about-sb-253-and-sb-261 California continues to move forward with landmark climate disclosure legislation that requires companies to report emissions and climate risk. 

]]> 2026-03-06T13:13:00+01:00 <![CDATA[2025 Proxy Season Review: Brazil]]> https://sodali.com/2025-proxy-season-review-brazil The 2025 proxy season in Brazil reflects a market undergoing steady modernization, shaped by rising expectations from investors, regulators, and proxy advisors.

]]> 2026-03-03T15:58:00+01:00 <![CDATA[UK SRS is Here: How the IFRS Will Change Your Sustainability Report]]> https://sodali.com/uk-srs-is-here-how-the-ifrs-will-change-your-sustainability-report Following a comprehensive consultation process, the UK government has officially launched the UK Sustainability Reporting Standards (SRS), endorsing IFRS S1 (General Requirements for Disclosure of Sustainability-related Financial Information) and IFRS S2 (Climate-related Disclosures) as the foundation for sustainability reporting. This marks a significant step in bringing sustainability disclosures into the same framework of rigour and accountability that governs financial reporting. 

]]> 2026-02-26T08:59:00+01:00 <![CDATA[Sodali 40 Q4 2025]]> https://sodali.com/sodali-40-q4-2025 Our latest Sodali 40 Activist Ownership Analysis reveals where leading activists are deploying capital, the sectors attracting the most attention, and the companies facing new engagement risk. With tech, utilities, and consumer sectors driving activity, and a renewed surge in SPAC investments, Q4 sets the stage for an active 2026. Explore the trends shaping shareholder influence and market behavior.]]> 2026-02-23T10:49:25+01:00 <![CDATA[How Strategic Shareholder Engagement Helped Navigate a Critical Vote at Plug Power]]> https://sodali.com/how-strategic-shareholder-engagement-helped-navigate-a-critical-vote-at-plug-power 2026-02-18T10:37:00+01:00 <![CDATA[The Illusion of Cumulative Voting in South Korea: A Call for a Balanced Perspective]]> https://sodali.com/the-illusion-of-cumulative-voting-in-south-korea-a-call-for-a-balanced-perspective Following the recent second amendment to South Korea’s Commercial Code, cumulative voting has become mandatory for listed companies with assets of 2 trillion won or more.

]]> 2026-02-16T11:54:10+01:00 <![CDATA[CII’s board of directors appoints the members and leaders of the 2026 Markets Advisory Council]]> https://sodali.com/ciis-board-of-directors-appoints-the-members-and-leaders-of-the-2026-markets-advisory-council 2026-02-13T10:37:25+01:00 <![CDATA[Sodali & Co Hires BlackRock Investment Stewardship AI and Data Lead]]> https://sodali.com/sodali-co-hires-blackrock-investment-stewardship-ai-and-data-lead 2026-02-11T14:14:18+01:00 <![CDATA[Valor Econômico features Sodali & Co: Competitiveness hinges on data and governance]]> https://sodali.com/valor-economico-features-sodali-co-competitiveness-hinges-on-data-and-governance 2026-02-11T12:29:29+01:00 <![CDATA[How Sustainability Will Shape Competitive Business Advantage in Real Estate in 2026]]> https://sodali.com/how-sustainability-will-shape-competitive-business-advantage-in-real-estate-in-2026 Sustainability is becoming a core business value driver in real estate, improving asset performance, reducing costs, and helping companies meet evolving regulations. This article highlights the need for sustainability teams to clearly demonstrate financial impact, tailor value to different stakeholder groups, and leverage automation to streamline compliance and improve data quality. ]]> 2026-02-10T12:00:57+01:00 <![CDATA[Navigating the New Frontier: 2026 Cyber Incident Communications Outlook]]> https://sodali.com/navigating-the-new-frontier-2026-cyber-incident-communications-outlook In an era where cyber incidents unfold in full public view, organizational resilience is tested less by the breach itself but by how effectively trust is maintained in the hours that follow. For communication and corporate affairs directors this means standing on the front line of protecting organizational trust and continuity. 

]]> 2026-02-05T05:30:00+01:00 <![CDATA[Steady Votes, Shifting Expectations: What 2025 Means for the 2026 Proxy Season]]> https://sodali.com/steady-votes-shifting-expectations-what-2025-means-for-the-2026-proxy-season Governance Lessons from the 2025 U.S. Annual Meeting Season and Considerations for 2026

]]> 2026-02-04T10:33:11+01:00 <![CDATA[Avoid Voting Challenges at Your AGM]]> https://sodali.com/avoid-voting-challenges-at-your-agm As your company prepares for the 2026 proxy season, it's more important than ever to ensure that your shareholder profile is aligned, and any potential voting risks are identified early.

]]> 2026-02-02T15:52:15+01:00 <![CDATA[Sodali & Co Achieves Top Rankings Across Global Mergermarket PR Advisor League Tables]]> https://sodali.com/sodali-co-achieves-top-rankings-across-global-mergermarket-pr-advisor-league-tables 2026-02-02T07:25:00+01:00 <![CDATA[UK SRS: What to Expect as Launch Nears]]> https://sodali.com/uk-srs-what-to-expect-as-launch-nears With the formal launch of the UK Sustainability Reporting Standards (UK SRS) expected this month (February), the conversation is shifting from “What might this look like?” to “Are we ready?”. The UK SRS will require companies to disclose sustainability-related financial information, marking a significant step toward more consistent and decision-useful reporting across the UK market.

]]> 2026-02-02T05:00:00+01:00 <![CDATA[Sodali & Co appointed by Marshalls PLC]]> https://sodali.com/sodali-co-appointed-by-marshalls-plc 2026-01-26T02:43:00+01:00 <![CDATA[Sodali & Co recognized as #1 global proxy firm in Diligent's Advisor Awards 2025]]> https://sodali.com/sodali-co-recognized-as-1-global-proxy-firm-in-diligents-advisor-awards-2025 2026-01-22T13:49:13+01:00 <![CDATA[Sodali & Co Announces Executive Leadership Appointments]]> https://sodali.com/sodali-co-announces-executive-leadership-appointments 2026-01-07T16:00:00+01:00 <![CDATA[Sodali & Co Recognized as #1 Global Activism Solicitor in Bloomberg’s 2025 Activism Review]]> https://sodali.com/sodali-co-recognized-as-1-global-activism-solicitor-in-bloombergs-2025-activism-review 2026-01-05T13:04:45+01:00 <![CDATA[Shareholders in Spain Push Back on Executive Pay Policies]]> https://sodali.com/shareholders-in-spain-push-back-on-executive-pay-policies 2026-01-04T23:42:00+01:00 <![CDATA[The Future Will Not Be Linear: Are You Ready?]]> https://sodali.com/the-future-will-not-be-linear-are-you-ready 2025 was a year of relentless disruption, where crises collided, and CEOs faced a battlefield of interconnected risks. Andrew Benett explores why resilience alone isn’t enough and how leaders can turn volatility into a competitive edge.]]> 2026-01-02T08:56:00+01:00 <![CDATA[Sodali & Co: the trusted partner guiding Spanish companies through their most important corporate decisions]]> https://sodali.com/sodali-co-the-trusted-partner-guiding-spanish-companies-through-their-most-important-corporate-decisions 2025-12-26T23:42:41+01:00 <![CDATA[Building Performance Standards 101: What They Are, Why They Matter, and How Companies Can Prepare]]> https://sodali.com/building-performance-standards-101-what-they-are-why-they-matter-and-how-companies-can-prepare From initial data collection to long-term stakeholder engagement, learn how to navigate the building regulations landscape. 

]]> 2025-12-22T01:47:00+01:00 <![CDATA[Obstacles Remain for Consolidation of Social Impact and Responsible Investing]]> https://sodali.com/obstacles-remain-for-consolidation-of-social-impact-and-responsible-investing 2025-12-21T11:27:00+01:00 <![CDATA[Korea Proxy Season Insights: Key Governance Lessons from 2025 and Strategic Priorities for 2026]]> https://sodali.com/korea-proxy-season-insights-key-governance-lessons-from-2025-and-strategic-priorities-for-2026 Senior proxy advisors and issuers share key insights from Korea’s 2025 proxy season and outline emerging governance, disclosure and shareholder engagement priorities shaping the 2026 AGM cycle.

]]> 2025-12-18T07:14:15+01:00 <![CDATA[ASX aware letters in a volatile market: insights for investor relations professionals]]> https://sodali.com/asx-aware-letters-in-a-volatile-market-insights-for-investor-relations-professionals A closer look at how market volatility, data limitations, and publication risk are reshaping ASX aware letters for issuers.

]]> 2025-12-17T02:05:00+01:00 <![CDATA[ESRS Simplified: A New Era for Sustainability Reporting]]> https://sodali.com/esrs-simplified-a-new-era-for-sustainability-reporting This article explores the key changes to the CSRD and the ESRS, what they mean for businesses, and practical steps to prepare for 2026 and beyond.

]]> 2025-12-16T15:15:00+01:00 <![CDATA[Who holds power now? Global activist investors are redefining the playbook]]> https://sodali.com/who-holds-power-now-global-activist-investors-are-redefining-the-playbook 2025-12-14T14:17:00+01:00 <![CDATA[Corporate activism: increasingly sophisticated and globally oriented]]> https://sodali.com/corporate-activism-increasingly-sophisticated-and-globally-oriented 2025-12-14T12:40:51+01:00 <![CDATA[Australia enacts new environmental reforms]]> https://sodali.com/australia-enacts-new-environmental-reforms Australia has enacted the Environmental Protection Reform Bill 2025, marking the most comprehensive update to its national environmental laws since 1999. These reforms aim to modernize regulatory processes, enhance environmental protections, and balance economic growth with ecological stewardship, with some provisions effective immediately and others phased in through 2026.

]]> 2025-12-12T11:06:00+01:00 <![CDATA[Sodali & Co’s Prashilta Naidu Featured in ICGN Future Leaders Committee on Board Effectiveness]]> https://sodali.com/sodali-cos-prashilta-naidu-featured-in-icgn-future-leaders-committee-on-board-effectiveness 2025-12-12T07:25:00+01:00 <![CDATA[Board Oversight of Sustainability: Navigating a Shifting Landscape]]> https://sodali.com/board-oversight-of-sustainability-navigating-a-shifting-landscape Here are six ways boards can effectively oversee sustainability and ensure their actions manage risk and support long-term business value.

]]> 2025-12-11T16:37:00+01:00 <![CDATA[Executive Compensation in 2025: Navigating the Say-on-Pay Landscape]]> https://sodali.com/executive-compensation-in-2025-navigating-the-say-on-pay-landscape Executive compensation in 2025 faces heightened scrutiny 

]]> 2025-12-11T13:47:00+01:00 <![CDATA[Regulatory Pause, Market Pressure: Staying Aligned with Climate Disclosure Expectations]]> https://sodali.com/regulatory-pause-market-pressure-staying-aligned-with-climate-disclosure-expectations Developments on California Climate Disclosure Regulations (SB253 and SB261) 

]]> 2025-12-10T11:10:00+01:00 <![CDATA[Activist Funds Top €3.34 Billion in Spain]]> https://sodali.com/activist-funds-top-eur334-billion-in-spain 2025-12-07T15:41:00+01:00 <![CDATA[Es-Radio Interview: The growing influence of shareholder activism]]> https://sodali.com/es-radio-interview-the-growing-influence-of-shareholder-activism 2025-12-05T17:45:00+01:00 <![CDATA[Sodali & Co Celebrates Excellence in Financial PR]]> https://sodali.com/sodali-co-celebrates-excellence-in-financial-pr-2 2025-12-02T12:47:00+01:00 <![CDATA[Sodali & Co Celebrates Excellence in Brand & Design, Winning Multiple Awards at Transform Awards ANZ 2025]]> https://sodali.com/sodali-co-celebrates-excellence-in-brand-design-winning-multiple-awards-at-transform-awards-anz-2025 2025-11-28T14:19:00+01:00 <![CDATA[COP30: Businesses Enter the Implementation Era]]> https://sodali.com/cop30-businesses-enter-the-implementation-era COP30 emphasized climate risk as business risk, urging companies to shift from ambition to execution. Adaptation, decarbonization, and nature protection emerged as strategic imperatives shaping competitiveness, resilience, and long-term value creation.

]]> 2025-11-26T16:11:27+01:00 <![CDATA[Investor Relations: Building Trust Before Activism Hits]]> https://sodali.com/investor-relations-building-trust-before-activism-hits In the age of activism, relationship-driven IR is your best defense and greatest asset. By building trust early, knowing your investors deeply, prioritizing engagement, and communicating with clarity, you can turn investor relations into a powerful tool for influence and resilience.

]]> 2025-11-25T20:18:09+01:00 <![CDATA[Preparing for the Shift to 24-Hour Trading]]> https://sodali.com/preparing-for-the-shift-to-24-hour-trading The shift to 24-hour trading will redefine market structure. Traditional opening and closing bells may lose relevance, and trading sessions will span multiple calendar days, adding complexity to systems and reporting.

]]> 2025-11-21T16:57:00+01:00 <![CDATA[Sodali 40 Q3 2025]]> https://sodali.com/sodali-40-q3-2025 The Q3 2025 edition of the Sodali 40 is now available, highlighting key shifts in activist investor activity across sectors and regions.

]]> 2025-11-21T15:54:00+01:00 <![CDATA[The Moment of Fusion: Probing the Essence of IR | 2026 Investor Relations Innovation Summit and Awards Ceremony]]> https://sodali.com/the-moment-of-fusion-probing-the-essence-of-ir-2026-investor-relations-innovation-summit-and-awards-ceremony Sodali & Co is pleased to sponsor this upcoming Investor Relations event co-hosted by Roadshow China and ExcellencelR in Shenzhen, China, bringing together IR professionals and capital market participants to discuss key developments, emerging trends, and best practices in investor communications and engagement.

The event provides a valuable platform for knowledge sharing and networking within the IR community, supporting meaningful dialogue around market expectations and corporate transparency. Sodali & Co looks forward to connecting with attendees and sharing insights on how we support companies in navigating their investor relations and governance priorities.

Raymond Chen, Managing Director, will be attending the event. If you would like to learn more about our investor relations services, please reach out to him at raymond.chen@sodali.com.

Click here to register. 

]]> 2025-11-17T05:37:00+01:00 <![CDATA[Chlaushöck 2025 - 19th IR club Schweiz Investor Relations Conference]]> https://sodali.com/chlaushock-2025-19th-ir-club-schweiz-investor-relations-conference We are pleased to be joining the 19th edition of the premier Investor Relations Conference, in partnership with the IR club Schweiz nad sponsoring their traditional post-conference Chlaushöck 2025 - a cozy evening in an urban atmosphere with drinks and a flying dinner.

The flagship annual event brings together Swiss and international experts to discuss the latest trends, challenges, and opportunities shaping the Investor Relations landscape.

The conference will share fresh perspectives on essential IR topics, including:

  • Global IR trends and how they are redefining career paths
  • Executive-level insights in a conversation with the C-Suite
  • A keynote on performance and navigating change
  • Breakout sessions on investor engagement, AGM and proxy trends, carbon removal and net-zero, reporting best practices, shareholder activism, and fixed-income IR
  • A closing session on economic and geopolitical developments affecting IROs

Click here for full event details and registration.

]]> 2025-11-17T05:37:00+01:00 <![CDATA[2025 Sohn Hearts & Minds Investment Leaders Conference]]> https://sodali.com/2025-sohn-hearts-minds-investment-leaders-conference Sodali & Co is proud to have sponsored the 2025 Sohn Hearts & Minds Investment Leaders Conference, Australia’s premier investor and philanthropy event.

The 2025 Sohn Hearts & Minds Conference marked a major milestone, bringing nearly 1,000 delegates to the Sydney Opera House for a program shaped by geopolitics, megatrends, and a renewed sense of Australian optimism. Speakers ranged from global fund managers to Anthony Scaramucci, delivering sharp takes on power, markets, and the investment themes dominating a world caught between disruption and opportunity. From American industrialisation to AI, senior living, retail and gold, this year’s ideas showcased how investors are navigating an era defined by Trump-era policies, shifting supply chains and global volatility.

All proceeds from Sohn Hearts & Minds directly support medical research, making it a one-of-a-kind event that combines investment leadership with philanthropy.

Media & Insights 

Anthony Scaramucci’s advice to our PM is to seek his Canadian counterpart’s counsel

Billionaire hedge fund manager enacts ‘little short’ on the market

First Eagle’s Matthew McLennan on the monetary force that could be ‘rocket fuel’ for the Australian dollar

 

Catch the highlights:

]]> 2025-11-14T14:49:00+01:00 <![CDATA[2026 Korea Shareholders’ Meeting Season Preview]]> https://sodali.com/2026-korea-shareholders-meeting-season-preview The 2026 Korea Shareholders’ Meeting Season Preview is an exclusive in-person seminar bringing together leading experts and corporate representatives to discuss key trends and strategic insights for the upcoming shareholders’ meeting season.

The program will feature analysts from domestic and international proxy advisory firms, including Glass Lewis, Korea ESG Institute, Sustinvest, and AJU Research Instuitute of Corporate Management. Discussions will center on key takeaways Korean listed companies should consider from the 2025 shareholders’ meeting season and strategic priorities in preparation for 2026.

Now in its fifth year, the Sodali & Co Korea Annual Shareholders’ Meeting Preview continues to serve as a trusted platform for Korean listed companies to gain practical, actionable insights into shareholder engagement, governance trends, and evolving market expectations.

This year’s seminar will be conducted in Korean and held in person, providing an opportunity for authentic exchange among speakers and participants, as well as meaningful networking — a key enhancement from previous online sessions.

Date and Time:
Friday, December 5, 2025
2:00 PM – 3:50 PM KST

Format:
Private in-person seminar

Language:
Korean

To secure your place, click here. A confirmation email will be sent once your RSVP is approved. 

Please note: Attendance is limited and registrations will be accepted on a first-come, first-served basis. 

]]> 2025-11-14T05:37:00+01:00 <![CDATA[2025 Global Proxy Season Review: Key Global Trends]]> https://sodali.com/2025-global-proxy-season-review-key-global-trends Sodali & Co's 2025 proxy review season global key trends and highlights across multiple markets. 

]]> 2025-11-13T14:38:08+01:00 <![CDATA[AIRA: Australasian Investor Relations Forum]]> https://sodali.com/aira-australasian-investor-relations-forum Australasian IR Forum

2025 Investor Relations Outlook

Delivering practical solutions to advance investor relations in listed entities.

AIRA’s leading end of year event is designed to provide investor relations professionals in Australasia with a platform to benchmark, network with and share ideas on topics that focus on the practice of investor relations and HOT topics and challenges that are at the forefront of the industry.

To find out more about the conference, please visit the AIRA website.

]]> 2025-11-11T12:41:00+01:00 <![CDATA[2025 Proxy Season Review: Portugal]]> https://sodali.com/2025-proxy-season-review-portugal This year’s review analyzes the 2025 Annual General Meetings (AGMs) of 15 PSI issuers, following the exclusion of Greenvolt from the index.

]]> 2025-11-11T11:53:40+01:00 <![CDATA[Proxy Season 2025: Australian Boards Are Turning ESG from Slogan to Strategy]]> https://sodali.com/proxy-season-2025-australian-boards-are-turning-esg-from-slogan-to-strategy The 2025 proxy season has marked a decisive shift: climate and ESG are no longer “side projects” but are now woven into the fabric of mainstream governance. 

]]> 2025-11-10T11:57:16+01:00 <![CDATA[Korea’s Governance Revolution: What Boards and Investors Need to Know Now]]> https://sodali.com/koreas-governance-revolution-what-boards-and-investors-need-to-know-now A look into Korea's governance revolution and how boards and investors can not only meet evolving expectations but also to drive sustainable value in a rapidly changing environment.

]]> 2025-11-10T11:50:01+01:00 <![CDATA[Navigating U.S. Shareholder Activism in 2025: Actionable Strategies for Issuers]]> https://sodali.com/navigating-us-shareholder-activism-in-2025-actionable-strategies-for-issuers 6 key ways issuers can recalibrate their investor engagement strategies to build credibility and defend against activism.

]]> 2025-11-10T10:54:53+01:00 <![CDATA[From Sustainability to Resilience: Key Themes from the IFRS Sustainability Symposium]]> https://sodali.com/from-sustainability-to-resilience-key-themes-from-the-ifrs-sustainability-symposium IFRS Sustainability Symposium marked a clear shift in tone—from sustainability to resilience, from compliance to strategy—and highlighted the practical steps companies must take to prepare for the next phase of disclosure standards. 

]]> 2025-11-06T20:05:00+01:00 <![CDATA[Remuneration and Incentive Policies and Practices in Banks 2025]]> https://sodali.com/remuneration-and-incentive-policies-and-practices-in-banks-2025 Join Sodali & Co at the annual event “Remuneration and Incentive Policies and Practices in Banks 2025”, organized by ABIServizi, the Service company of the Italian Banking Association (ABI), to receive updates on the regulatory framework for remuneration policies in the banking sector, the related operational and managerial impacts, and the measures implemented by financial intermediaries in 2025. 

The event will take place on 13 and 14 November in Milan, at SpazioPola, and will commence with an interactive session and discussion on strengthening the domestic and EU regulatory framework and the oversight role of supervisory authorities. 

Fabio Bianconi, Managing Director at Sodali & Co, will speak on the panel "Key trends emerging from the 2025 AGM season", with other multidisciplinary experts to provide an update on the current trends in the executive compensation of listed companies, banks and asset management companies, provisions of the European Pay Transparency Directive, and the impact of the external shareholders on the remuneration policies.

Learn more and register here.

]]> 2025-11-05T10:29:41+01:00 <![CDATA[Building Activist Resilience - A Framework for Public Companies]]> https://sodali.com/building-activist-resilience-a-framework-for-public-companies Shareholder activism is a predictable risk, not a surprise. Early monitoring, strong strategy, and solid stakeholder relationships help companies stay ahead and respond from a position of strength.

]]> 2025-10-31T10:47:22+01:00 <![CDATA[2025 Proxy Season Review: Spain]]> https://sodali.com/2025-proxy-season-review-spain The 2025 proxy season for Spanish companies listed on the Ibex-35 index reflected a steady evolution in shareholder engagement, board composition, and meeting formats.

]]> 2025-10-29T09:29:12+01:00 <![CDATA[2025 Proxy Season Review: Switzerland]]> https://sodali.com/2025-proxy-season-review-switzerland Our analysis of the 2025 proxy season for SMI-listed companies (excluding Richemont and Logitech) highlights continued progress in corporate governance, investor engagement, and transparency.

]]> 2025-10-29T09:26:09+01:00 <![CDATA[2025 Proxy Season Review: Germany]]> https://sodali.com/2025-proxy-season-review-germany Our analysis of the 2025 proxy season for DAX-listed companies highlights evolving governance practices, investor expectations, and regulatory developments.

]]> 2025-10-29T09:21:57+01:00 <![CDATA[2025 Proxy Season Review: Canada]]> https://sodali.com/2025-proxy-season-review-canada The 2025 Canadian proxy season reflected a dynamic landscape shaped by rising shareholder activism, evolving ESG expectations, and increased scrutiny of executive compensation.

]]> 2025-10-27T16:52:15+01:00 <![CDATA[2025 Proxy Season Review: Italy]]> https://sodali.com/2025-proxy-season-review-italy The 2025 proxy season for Italian FTSE MIB-listed companies reflected evolving governance practices, increased shareholder engagement, and cautious adoption of new regulatory frameworks.

]]> 2025-10-27T16:39:08+01:00 <![CDATA[Redefining Engagement: How Shareholder Activism Shapes Corporate Strategy]]> https://sodali.com/redefining-engagement-how-shareholder-activism-shapes-corporate-strategy Discover how shareholder activism is reshaping corporate strategy and driving stronger investor engagement in today’s evolving market.

]]> 2025-10-22T09:25:18+02:00 <![CDATA[Beyond the Headlines: Essential Insights from Climate Week NYC 2025]]> https://sodali.com/beyond-the-headlines-essential-insights-from-climate-week-nyc-2025 Explore our summary of the key conversations and trends from Climate Week NYC 2025

]]> 2025-10-16T20:08:00+02:00 <![CDATA[HKCGI Corporate Governance Professional Development Seminar]]> https://sodali.com/hkcgi-corporate-governance-professional-development-seminar Join us for the 86th Session of the Corporate Governance Professionals Strengthening Continuing Professional Development Seminar, a dedicated gathering for governance experts to enhance their skills, stay up to date with regulatory and best practice developments, and engage with peers and leaders in the field.

As part of the seminar, we are pleased to present a focused session on “Case Studies on Stakeholder Communication in Corporate Actions,” led by Tianran Chen, Managing Director, on 15 October at 10:45.

During this session, Tianran will draw on real-life corporate action scenarios to illustrate best practices in strategic stakeholder dialogue — how to align interests, manage expectations, mitigate conflict, and communicate transparently and effectively across diverse stakeholder groups. Participants will gain actionable insights into navigating complex governance challenges in real time.

This session is tailored for governance professionals, corporate executives, legal and compliance officers, investor relations practitioners, and anyone involved in corporate transactions and stakeholder engagement.

Join us for a compelling, practical discussion that bridges theory and practice in stakeholder communication during high-stakes corporate decisions. Click here to register. 

]]> 2025-10-09T09:39:00+02:00 <![CDATA[2025 Corporate Sustainability for Investor Relations Update]]> https://sodali.com/2025-corporate-sustainability-for-investor-relations-update Equipping IR Professionals to Lead in a New Era of Corporate Responsibility.

Join Jana Jevcakova, Senior Advisor for Corporate Governance & Sustainability, as she explores ESG activism and the power of narrative in investor communications. In her session, “Activism, ESG and the Role of Narrative” at 14:50, Jana will provide practical guidance on understanding ESG-related activism, mitigating risks, and strengthening sustainability messaging through consistent, credible narratives.

Key themes include:

  • ESG activism trends and key actors

  • Common pressure points and vulnerabilities

  • Building narrative consistency

  • Defensibility through data and credibility

When
10/30/2025 8:30 AM - 5:30 PM
AUS Eastern Summer Time
Where
TWP, Quay Quarter Tower Level 2 50 Bridge Street Sydney, NSW AUSTRALIA
 
Who should join
This program is ideal for investor relations professionals, corporate affairs leaders, sustainability and ESG specialists, and anyone involved in shaping corporate reporting and disclosure strategies.
 
Join to gain practical insights, regulatory updates, and tools to navigate the evolving sustainability landscape with confidence. Click here to register. 
]]> 2025-10-01T11:26:40+02:00 <![CDATA[Sodali & Co Shortlisted for Strategic Comms Agency of the Year]]> https://sodali.com/sodali-co-shortlisted-for-strategic-comms-agency-of-the-year 2025-10-01T10:30:00+02:00 <![CDATA[EFRAG Outreach Session: Key Takeaways on Revised ESRS Exposure Drafts]]> https://sodali.com/efrag-outreach-session-key-takeaways-on-revised-esrs-exposure-drafts Sodali & Co joined EFRAG’s Brussels outreach on Sept 24 to discuss ESRS revisions, aiming to reduce burdens while aligning with CSRD goals. Feedback from diverse stakeholders supports refining standards before the Sept 29 consultation deadline.

]]> 2025-09-29T12:32:18+02:00 <![CDATA[Sodali & Co at Climate Week NYC 2025]]> https://sodali.com/sodali-co-at-climate-week-nyc-2025 Climate Week NYC 2025, held September 21–28, is the world’s largest climate event, convening leaders from business, government, tech, academia, and civil society to drive systemic change. Key highlights include the Opening Ceremony on September 22, featuring major announcements and global leadership, and The Hub Live sessions on September 22–23. The week also hosts over 900 events across 10 themes, ranging from Health to Finance, offering in-person, hybrid, and online opportunities for engagement and action.

Sodali & Co is excited to participate in such an important week of events, meaningful dialogue, and thought leadership. We have identified a handful of events that we find to be valuable both to our clients and to our own perspective. If you are unable to join us at any of these events, we look forward to sharing our key takeaways from the week with you afterwards.

Note: the events listed below are not Sodali-hosted or sponsored events.

Climate Week Event

Date

Time

Format

Financing for USA Adaptation Investments due to Climate Change

22-Sep-25

8:30 AM - 1:00 PM

Hybrid

Driving Sustainability at Scale

22-Sep-25

2:15 PM - 4:00 PM

In-Person

Making existing buildings the next big thing for climate

23-Sep-25

11:30 AM - 12:20 PM

In-Person

SBTi + AI: Driving the Future of Corporate Decarbonization

23-Sep-25

1:00 PM - 1:45 PM

Virtual

From Risk to Return: Climate Adaptation and the Future of Financial Resilience — Panel & Happy Hour

23-Sep-25

3:00 PM - 6:00 PM

In-Person

Crisis management: preparing your city for the next climate catastrophe

23-Sep-25

4:30 PM - 6:30 PM

In-Person

Finance for the Future: Unlocking NYC’s Building Decarbonization

23-Sep-25

5:30 PM - 8:30 PM

In-Person

Accelerating Building Decarbonization: A Roundtable Breakfast Hosted by Jonathan Rose Companies

24-Sep-25

8:30 AM - 10:00 AM

In-Person

Refrigerant 0: Powering a Net-Zero Future

24-Sep-25

9:00 AM - 12:00 PM

In-Person

The New York Times Climate Forward 2025

24-Sep-25

9:00 AM - 5:00 PM

Hybrid

BEPS in Action: Navigating Compliance, Cost, and Carbon for the Built Environment

24-Sep-25

11:30 AM  - 1:30 PM

In-Person

Beyond the Backslide: Advancing Climate Progress Through State Leadership

24-Sep-25

1:30 PM - 2:30 PM

In-Person

Helping States Turn Climate Commitments Into Law

24-Sep-25

1:30 PM - 2:30 PM

In-Person

Bloomberg Green New York

25-Sep-25

8:30 AM - 1:00 PM

In-Person

Smart Capital, Stronger Assets: Investing in Decarbonization and Resilience

25-Sep-25

1:30 PM - 2:15 PM

In-Person

Making the Case: Winning C-Suite Support for Sustainable Real Estate Strategies

25-Sep-25

4:00 PM - 4:45 PM

In-Person

For more information, view the conference website: Climate Week 

]]> 2025-09-19T15:19:00+02:00 <![CDATA[One Year In: How Companies Are Navigating IFRS Sustainability Reporting]]> https://sodali.com/one-year-in-how-companies-are-navigating-ifrs-sustainability-reporting IFRS S1 and S2 are reshaping how companies communicate sustainability risks and opportunities. This article explores the key trends, integration strategies, and best practices emerging from this inaugural reporting cycle. 

]]> 2025-09-18T12:13:00+02:00 <![CDATA[Diploma & Certificate of Investor Relations (In-Person) Melbourne 2025]]> https://sodali.com/diploma-certificate-of-investor-relations-in-person-melbourne-2025 The Australasian Investor Relations Association’s (AIRA) Diploma of Investor Relations is a comprehensive program designed to equip professionals with the knowledge, skills, and tools to excel in the dynamic field of investor relations.

Certificate of Investor Relations (Day One)

Day one is tailored for those who are new to, or recently appointed in, an IR role. This stand-alone course provides practical techniques to design and run an annual IR program, navigate regulatory requirements, and understand the needs of diverse stakeholders. Participants who complete day one and pass the final assessment will be awarded the Certificate of Investor Relations.

Diploma of Investor Relations (Days Two & Three)

Days two and three build on this foundation through an intensive program designed for experienced professionals, or those who have completed day one. Combining presentations with case studies, these sessions explore current issues, recent developments, and best practices in IR. Upon completing all three days and passing the one-hour online exam, participants will be awarded the Diploma of Investor Relations, with the option to use the post-nominals DipInvRel.

Whether you are just beginning your career in investor relations or seeking to deepen your expertise, this program provides invaluable learning that can be immediately applied in practice.

Session Highlight:

Philip Xuan, Senior Director, and Prashilta Naidu, Manager, Corporate Governance, will lead the Corporate Governance, Proxy Voting, and the Role of IR session, covering:

  • ASX Corporate Governance Guidelines
  • Shareholder and AGM resolutions
  • Proxy advisor influence and voting dynamics
  • The critical role IR plays in board-level engagement

The program is open to both AIRA Members and Non-Members. Click here for further details and registration.

]]> 2025-09-10T11:23:24+02:00 <![CDATA[The M&A Conference 2025]]> https://sodali.com/the-ma-conference-2025 The M&A Conference is the destination for deal-making discussions in Australia. Hosted by three of Australia’s leading law firms – Allens, Herbert Smith Freehills Kramer, and King & Wood Mallesons – this annual event is held in partnership with The Australian Financial Review and in support of the Black Dog Institute.
The conference provides a platform for lead dealmakers from Australian and international shores to share insights from the past year and discuss emerging opportunities. It offers a comprehensive analysis of the current deal landscape, market dynamics and trends.
Brett Clegg, Senior Managing Director, will be speaking on 23 September in Melbourne (Day 2) and 25 September in Sydney (Day 3) at 3:00 pm AEST in Session 1: Private vs Public Markets Evolution and the Impact on M&A. Australia’s capital markets are evolving, with structural shifts prompting fresh thinking around dealmaking. This session will delve into the shifting balance between public and private markets, the rise of new investor dynamics, and the evolving shape of the modern share register. Philippa Stone, Partner, HSF Kramer, will lead a sharp and practical discussion with seasoned investors and advisers on what these changes mean for M&A strategy today.
Both events will be held in person and are available by invitation only.
]]> 2025-09-10T11:23:00+02:00 <![CDATA[Unpacking the next chapter: South Korea’s Second Wave of Corporate Governance Reforms]]> https://sodali.com/unpacking-the-next-chapter-south-koreas-second-wave-of-corporate-governance-reforms South Korea’s latest KCC amendments introduce cumulative voting and stricter audit committee rules, marking a decisive step in strengthening shareholder rights and reshaping corporate governance.

]]> 2025-09-01T16:25:40+02:00 <![CDATA[Sodali & Co Celebrates Excellence in Financial PR]]> https://sodali.com/sodali-co-celebrates-excellence-in-financial-pr-1 2025-08-31T12:03:58+02:00 <![CDATA[How to Prep a CEO For the Scrutiny of Life Post-IPO: ECM Watch]]> https://sodali.com/how-to-prep-a-ceo-for-the-scrutiny-of-life-post-ipo-ecm-watch 2025-08-25T14:22:00+02:00 <![CDATA[Sodali 40 Q2 2025]]> https://sodali.com/sodali-40-q2-2025 The Q2 2025 edition of the Sodali40 is now available, highlighting key shifts in activist investor activity across sectors and regions

]]> 2025-08-21T09:53:00+02:00 <![CDATA[Sodali & Co Appoints Emily Wei and Hasib Nasirullah as Co-Leads of Global Sustainability Practice]]> https://sodali.com/sodali-co-appoints-emily-wei-and-hasib-nasirullah-as-co-leads-of-global-sustainability-practice 2025-08-19T15:54:02+02:00 <![CDATA[Key themes shaping this ASX reporting season]]> https://sodali.com/key-themes-shaping-this-asx-reporting-season As this ASX reporting season gets underway, expectations are running high. Several key themes are likely to shape conversations throughout August.

]]> 2025-08-13T17:42:36+02:00 <![CDATA[Sodali & Co Strengthens U.S. Corporate Governance Advisory with Appointment of Matthew Vahidi as Managing Director]]> https://sodali.com/sodali-co-strengthens-us-corporate-governance-advisory-with-appointment-of-matthew-vahidi-as-managing-director 2025-08-13T09:00:00+02:00 <![CDATA[Introducing PORTAL: Flexible, secure and efficient data management]]> https://sodali.com/introducing-portal-flexible-secure-and-efficient-data-management Discover PORTAL: A secure and streamlined data management solution for any debt restructuring process.

]]> 2025-08-12T11:00:20+02:00 <![CDATA[The Corporate Affairs Summit (Dublin)]]> https://sodali.com/the-corporate-affairs-summit-dublin Sodali & Co is proud to sponsor the second Corporate Affairs Summit, which will take place on 16 September at the Dublin Royal Convention Center. This event offers a unique opportunity for networking, insightful presentations, and thought-provoking discussions. 

Join Phil Ryan, our Managing Director, for his session: “Ignore Generative AI at Your Peril…” - a must-attend for communications professionals navigating the AI era. With ChatGPT alone seeing over 2.5 billion user requests daily, how long can you afford to ignore generative AI and its impact on your reputation, investment case, and employer brand? While the results and information supplied by AI can often be accurate, they can also be wildly inaccurate, outdated, or misinterpreted—leading to potential reputation gaps or issues.  

In this session, Phil will discuss what that means for communications professionals, what steps you can take to mitigate any issues, and what the future might look like as we increasingly write for machines first and humans second.

Attendance is free for Ireland’s senior in-house communications professionals.

To register, please contact: events@corpcommsmagazine.co.uk

]]> 2025-08-08T12:13:18+02:00 <![CDATA[Entering a new phase of shareholder activism]]> https://sodali.com/entering-a-new-phase-of-shareholder-activism 2025-08-04T13:42:00+02:00 <![CDATA[Mergermarket M&A Forum Australia 2025]]> https://sodali.com/mergermarket-ma-forum-australia-2025 Returning on 9 October in Sydney, this year’s forum will gather 535+ leading corporate investors, private equity fund managers, and M&A advisors for a day of exclusive networking and high-level insights into the Australian M&A landscape.

Through interactive panel discussions, presentations, and case studies, delegates will gain valuable insights into the latest trends and opportunities in Australian M&A. The event will also address how to navigate the investment landscape amidst ongoing geopolitical, economic, and regulatory challenges.

Join us for a day of learning, networking, and exploring the future of M&A in Australia.

]]> 2025-08-04T11:23:36+02:00 <![CDATA[Korea Implements Commercial Code Reform, Initiating Governance Updates]]> https://sodali.com/korea-implements-commercial-code-reform-initiating-governance-updates South Korea advances corporate governance with major reforms to its Commercial Code, signaling a new era of transparency and accountability.

]]> 2025-08-01T03:10:00+02:00 <![CDATA[APAC teams take #1 spot in Mergermarket PR Advisor Rankings]]> https://sodali.com/apac-teams-take-1-spot-in-mergermarket-pr-advisor-rankings 2025-07-31T05:45:18+02:00 <![CDATA[Sodali & Co + Workiva: A Unified Solution for California Climate Compliance]]> https://sodali.com/sodali-co-workiva-a-unified-solution-for-california-climate-compliance Sodali & Co and Workiva have joined forces to help companies comply with SB-253 and SB-261 through a scalable, audit-ready solution. Explore how this partnership supports every stage of your emissions reporting journey.

]]> 2025-07-28T16:29:00+02:00 <![CDATA[SFDR: What the EU’s Latest Moves Mean for Fund Compliance in 2025 and Beyond]]> https://sodali.com/sfdr-what-the-eus-latest-moves-mean-for-fund-compliance-in-2025-and-beyond The European Union’s (EU) Sustainable Finance Disclosure Regulation (SFDR) is at a pivotal crossroads. In May 2025, the European Commission launched a sweeping Call for Evidence to overhaul the framework’s architecture, signaling potential replacement of the familiar Article 6, 8, and 9 fund categories with a more intuitive labeling system. Simultaneously, the European Supervisory Authorities (ESAs) released new technical updates to the existing rules, introducing standardized emissions targets, enhanced Principal Adverse Impact (PAI) disclosures, and machine-readable templates. 

]]> 2025-07-24T12:47:00+02:00 <![CDATA[Sodali & Co Announces Three New Strategic Appointments]]> https://sodali.com/sodali-co-announces-three-new-strategic-appointments 2025-07-17T12:41:30+02:00 <![CDATA[Sodali & Co Hires Peter Kermode as Co-Head of Perth Office]]> https://sodali.com/sodali-co-hires-peter-kermode-as-co-head-of-perth-office 2025-07-14T11:13:52+02:00 <![CDATA[Emerging Practices in Sustainability Governance & Reporting]]> https://sodali.com/emerging-practices-in-sustainability-governance-reporting The Society for Corporate Governance 2025 National Conference, focused on Elevating Governance, features timely, thought-provoking discussions that address the complex challenges facing governance leaders today.

In this session, Greg Reppucci, Senior Director of Corporate Governance and Sustainability at Sodali, speaks alongside peers from NextEra, Jones Day, Travelers, and Franklin Templeton to explore how companies are governing and reporting on sustainability in a world of conflicting ESG crosscurrents.

]]> 2025-07-11T12:09:23+02:00 <![CDATA[Michael Verrechia Named to Financier Worldwide’s POWER PLAYERS: Shareholder Activism 2025 – Exceptional Experts]]> https://sodali.com/michael-verrechia-named-to-financier-worldwides-power-players-shareholder-activism-2025-exceptional-experts Recognized as one of the industry's leading experts, Michael Verrechia shares insights on the evolving role of shareholder activism and how ESG priorities, board readiness, and investor influence are shaping corporate governance in 2025.

]]> 2025-07-08T16:31:49+02:00 <![CDATA[Beyond Disclosure: Aligning ESG Strategy with Investor Expectations]]> https://sodali.com/beyond-disclosure-aligning-esg-strategy-with-investor-expectations As ESG considerations continue to influence capital allocation and investor priorities, the pressure on companies to go beyond basic disclosure is growing. This session will explore how companies can align their ESG strategies with evolving investor expectations, drawing on insights from MSCI’s ESG Ratings and issuer engagement efforts.

Objective of the Session:

  • To explore how companies can move from compliance-based ESG reporting to impactful strategy execution.
  • To provide insights from investors and governance experts on emerging ESG risks, rating dynamics, and stewardship trends.
  • To equip companies with actionable guidance on how to align disclosures, governance practices, and investor engagement strategies.
]]> 2025-07-08T14:35:37+02:00 <![CDATA[M&A in Motion: How Stakeholder Dynamics Shape Deal Outcomes]]> https://sodali.com/ma-in-motion-how-stakeholder-dynamics-shape-deal-outcomes Discover how shareholder behavior, proxy advisors, and activism are reshaping M&A outcomes in Japan—insights from Sodali & Co at the Mergermarket M&A Forum Japan 2025 

]]> 2025-07-03T09:48:34+02:00 <![CDATA[Cross-Border M&A: Japan's Global Push Gains Momentum]]> https://sodali.com/cross-border-ma-japans-global-push-gains-momentum Explore how Japanese companies are navigating global M&A with long-term strategies, cultural integration, and rising investor expectations—insights from Sodali & Co at the Mergermarket M&A Forum Japan 2025. 

]]> 2025-07-02T09:55:00+02:00 <![CDATA[Elly Williamson named in Women in PR's 40 Over 40 Powerlist]]> https://sodali.com/elly-williamson-named-in-women-in-prs-40-over-40-powerlist 2025-06-24T10:11:58+02:00 <![CDATA[DIRK Conference: Investor Relations in Volatile Times]]> https://sodali.com/dirk-conference-investor-relations-in-volatile-times We are pleased to be sponsoring the 28th DIRK Conference taking place on June 23 and 24, 2025, in Frankfurt. The event will gather more than 400 professionals to explore the theme “Investor Relations in Times of Permavolatility.”

This year’s event focuses on how the global economy is increasingly shaped by overlapping and persistent disruptive forces, including geopolitical tensions, wars in Ukraine and the Middle East, trade conflicts, climate change, the transition to sustainable business models, cyber threats, and macroeconomic uncertainties. Unlike in the past, when crises tended to occur one after another, today’s environment is marked by the simultaneous and enduring impact of multiple shocks—a phenomenon now described as “permavolatility”.

Throughout the two-day conference, participants will discuss how transparent and proactive communication can help companies maintain the trust of investors and stakeholders amid ongoing uncertainty. The agenda features high-profile lectures, practical case studies, and interactive discussions designed to strengthen investor relations (IR) practices in this new era. In addition, attendees will have opportunities to explore the latest IR solutions, participate in evening events for networking with peers, and attend a formal gala dinner to announce the winners of the “German Investor Relations Award 2025”. 

Find out more: DIRK-Konferenz › DIRK - Deutscher Investor Relations Verband 

]]> 2025-06-19T11:55:58+02:00 <![CDATA[Board Compliance and Strategy: What’s New in Energy Transition Plans]]> https://sodali.com/board-compliance-and-strategy-whats-new-in-energy-transition-plans In a European context increasingly focused on promoting competitiveness through innovation, resilience, regulatory simplification, and resource mobilization, sustainability continues to be a key strategic driver.

Despite current complexities, early signals indicate a sustained interest from asset managers and asset owners — not only in Europe — in ESG disclosures and corporate climate mitigation actions, reaffirming that sustainability is (still) considered an effective risk mitigation lever.

Given these emerging trends across the European landscape, it becomes crucial to understand how Board members should engage with issues related to compliance and climate strategy, particularly in the context of the energy transition and responsible governance.

These topics will be explored on June 25, during the event organized in Rome by Deloitte Climate & Sustainability and Nedcommunity, titled: “Board Compliance and Strategy: What’s New in Energy Transition Plans?”

Sodali & Co's Managing Director, Fabio Bianconi, will be part of the distinguished panel alongside other prominent delegates: 

  • Stefano Pareglio – Chair at Deloitte Climate & Sustainability, Professor at Università Cattolica del Sacro Cuore, Steering Committee Member at Chapter Zero Italy
  • Sabrina Bruno – Professor of Commercial Law (Unical & Luiss Guido Carli), Co-founder & Ambassador at Climate Governance Initiative
  • Luisa Palermo – Leader at Deloitte Corporate Governance Center Italy
  • Marco Giorgino – Chair at Nedcommunity
  • Fiorella Corrado – Head of Press and Communications, MASE (Italian Ministry of Environment and Energy Security)
  • Emanuela Gallo – Head of HSE, Sustainability, Human Rights, Climate Change & ESG at ENI SpA
  • Benedetta Navarra – Board Member & Audit Committee Chair, Cementir Holding N.V.
  • Lorenza Morandini – Board Member & CCRS at Amplifon, Danieli, and Sit, member of NedCommunity.

To join the event, please register here. 

]]> 2025-06-12T16:30:00+02:00 <![CDATA[Shareholder activism: the reality of an escalating threat in Spain]]> https://sodali.com/shareholder-activism-the-reality-of-an-escalating-threat-in-spain 2025-06-08T11:43:45+02:00 <![CDATA[Driving Sustainable Governance: Insights from the HKCGI Conference 2025]]> https://sodali.com/driving-sustainable-governance-insights-from-the-hkcgi-conference-2025 As ESG becomes a performance benchmark, senior executives discuss how companies can stay ahead through tailored, transparent governance.

]]> 2025-06-04T13:47:00+02:00 <![CDATA[Sodali & Co improves ranking across the board as UK Financial PR adviser to FTSE companies]]> https://sodali.com/sodali-co-improves-ranking-across-the-board-as-uk-financial-pr-adviser-to-ftse-companies 2025-06-03T13:59:38+02:00 <![CDATA[Trust, Turbulence, and Transformation: Navigating the UK IPO Market’s Comeback]]> https://sodali.com/trust-turbulence-and-transformation-navigating-the-uk-ipo-markets-comeback As all eyes remain on the London IPO market, and whether 2025 will be the year of revival, we asked the experts what they thought the next 12 months might hold.

]]> 2025-05-29T13:22:12+02:00 <![CDATA[Sodali 40 Q1 2025]]> https://sodali.com/sodali-40-q1-2025 The Q1 2025 edition of the Sodali40 is now available, highlighting key shifts in activist investor activity across sectors and regions:

]]> 2025-05-27T14:56:11+02:00 <![CDATA[Navigating Go / No-Go: Five Ways to Prepare to IPO]]> https://sodali.com/navigating-go-no-go-five-ways-to-prepare-to-ipo Preparing for a successful IPO demands early “as if listed” readiness, a compelling equity story, strong leadership, robust governance, and a standout corporate profile to seize your moment when the market opens. 

]]> 2025-05-23T10:10:00+02:00 <![CDATA[Future-Proofing Your Business: Leveraging Climate Scenario Analysis for Strategic Decision-Making]]> https://sodali.com/future-proofing-your-business-leveraging-climate-scenario-analysis-for-strategic-decision-making In recent years, the urgency of measuring and managing climate risks has intensified, driven by growing environmental challenges  and increasing regulatory disclosure requirements. Governments, investors, and stakeholders demand greater transparency in how businesses plan to manage the risks and opportunities brought by climate change.

]]> 2025-05-22T16:22:40+02:00 <![CDATA[Mergermarket M&A Forum Japan 2025]]> https://sodali.com/mergermarket-ma-forum-japan-2025 Japan is forecast to remain a key destination for deal activity in 2025 and beyond as a wave of market reform and a motivated international investor base is powering a surge of M&A activity as the country’s corporates push for growth, and shareholder activism takes center stage.

Against this backdrop, the Mergermarket M&A Forum Japan will return to Tokyo and online, bringing together leading corporate investors, M&A advisors and private equity fund managers for an exclusive gathering focused on the opportunities in the Japanese M&A landscape.

Through a series of interactive panel discussions, data presentations and case studies, the event will provide delegates with insights into the latest trends, opportunities, and challenges when it comes to pursuing Japan M&A.

]]> 2025-05-06T12:01:00+02:00 <![CDATA[Key Applications of Capital Markets Intelligence]]> https://sodali.com/key-applications-of-capital-markets-intelligence This article highlights key strategies for maintaining strong relationships with your shareholder base. It covers the importance of regular communication, including call campaigns, to foster trust and engagement. It also explores how to adapt to changing shareholder dynamics and evolving market conditions, particularly in light of new governance expectations. Finally, the article offers insights into refreshing capital market intelligence strategies and aligning your approach with emerging trends like ESG and shareholder priorities.

]]> 2025-05-06T12:00:00+02:00 <![CDATA[Hayden Mattiske Joins Judging Panel for the 75th Australasian Reporting Awards]]> https://sodali.com/hayden-mattiske-joins-judging-panel-for-the-75th-australasian-reporting-awards 2025-05-05T00:00:00+02:00 <![CDATA[Preparing for Taiwan’s 2025 AGM Season: Key Trends and Insights]]> https://sodali.com/preparing-for-taiwans-2025-agm-season-key-trends-and-insights Explore key insights for Taiwan's 2025 AGM season, focusing on shareholder activism, governance trends, and the role of AI in ESG practices.

]]> 2025-04-30T14:25:15+02:00 <![CDATA[CSRD and Omnibus: Implications of Recent Changes on Corporate Disclosure]]> https://sodali.com/csrd-and-omnibus-implications-of-recent-changes-on-corporate-disclosure 2025-04-24T12:03:55+02:00 <![CDATA[ETF Conversions & Multiple Share Class Structures: Governance Considerations for Fund Boards]]> https://sodali.com/etf-conversions-multiple-share-class-structures-governance-considerations-for-fund-boards Fund boards face a shifting landscape of governance responsibilities as the pace of mutual fund-to-ETF conversions accelerates and asset managers seek exemptive relief to launch multiple share classes. 

]]> 2025-04-24T08:48:00+02:00 <![CDATA[Corporate Sustainability in 2025: Still Not Optional]]> https://sodali.com/corporate-sustainability-in-2025-still-not-optional There has been a significant shift in corporate strategy and global trade in 2025. Companies and their stakeholders are facing unprecedented and uncertain circumstances.

Despite these changes, corporate sustainability and ESG priorities remain crucial. The extreme weather events of 2024 and the January fires in Southern California starkly illustrated that climate risk is, fundamentally, business risk. Investors are maintaining their focus on climate resilience and adaptation across their portfolios and actively engaging with companies to understand these risks thoroughly.

]]> 2025-04-22T13:39:00+02:00 <![CDATA[Resilience through readiness: mastering cyber incident communications]]> https://sodali.com/resilience-through-readiness-mastering-cyber-incident-communications-1 Effective cyber incident communications require proactive, tailored planning that addresses organizational risks and stakeholder needs, emphasizing leadership, compliance, and strategic communication.

]]> 2025-04-22T10:36:00+02:00 <![CDATA[Engage, Connect, Transform: The IR & Sustainability Path Forward]]> https://sodali.com/engage-connect-transform-the-ir-sustainability-path-forward In an era of unprecedented change, the AIRA Annual Conference 2025 brings together Investor Relations, ESG, and corporate leaders to explore the evolving capital markets landscape and the increasing integration of sustainability and financial strategy in the corporate realm. Over two days, delegates will gain practical insights, expert analysis, and strategic direction on navigating the challenges and opportunities shaping IR and ESG disciplines.

  • Day One will focus on ESG, sustainability, and activism, addressing key developments such as mandatory climate reporting, net-zero investing, and sustainable finance trends.
  • Day Two will expand on contemporary IR themes, from economic trends, AI-driven market intelligence and activist investor strategies to shareholder engagement and trading transparency.

Hear the thoughts from Directors, the wisdom of economists, and explore the decision-making process of investors - through keynotes, panels, and fireside chats. this year’s conference is designed to equip professionals with the tools and knowledge to drive engagement, connection, and transformation in an increasingly complex environment.

]]> 2025-04-11T11:39:34+02:00 <![CDATA[Rethinking Capital for a Sustainable Future: Insights from ACSI Conference 2025]]> https://sodali.com/rethinking-capital-for-a-sustainable-future-insights-from-acsi-conference-2025 ACSI Conference 2025 spotlighted the urgent need for long-term sustainable thinking, as leaders tackled climate risks, AI disruption, and human rights in shaping the future of responsible investment.

]]> 2025-04-11T10:18:00+02:00 <![CDATA[Canadian Markets React to Global Trade Shifts as Volatility Returns]]> https://sodali.com/canadian-markets-react-to-global-trade-shifts-as-volatility-returns With market volatility at an all time high, it is crucial to understand your shareholder base in real time. Sodali & Co's Capital Markets Intelligence teams provide services including strategic stock surveillance, shareholdholder profile analysis, tailored engagement strategies and activism preparedness. These strategies protect companies during times of market uncertainty. 

]]> 2025-04-10T12:00:09+02:00 <![CDATA[Market Volatility Rises Amid Tariff Concerns: Why Shareholder Intelligence Matters Now More Than Ever]]> https://sodali.com/market-volatility-rises-amid-tariff-concerns-why-shareholder-intelligence-matters-now-more-than-ever With market volatility at an all time high, it is crucial to understand your shareholder base in real time. Sodali & Co's Capital Markets Intelligence teams provide services including strategic stock surveillance, shareholdholder profile analysis, tailored engagement strategies and activism preparedness. These strategies protect companies during times of market uncertainty. 

]]> 2025-04-09T03:00:04+02:00 <![CDATA[Empowering your journey to a successful IPO with Euronext's IPOReady Programme]]> https://sodali.com/empowering-your-journey-to-a-successful-ipo-with-euronexts-ipoready-programme IPOready, is Euronext’s pre-IPO programme, for companies from any sector, tailored to prepare businesses to go public. The programme offers over six months of training, where executives gain essential tools and insights for a successful IPO. Content is delivered by financial industry experts, covering IPO fundamentals and advanced topics like investor relations, corporate governance, ESG, and life as a listed company.

The programme offers three tracks—Tech, ESG, and Market Trends—to suit different company needs. 

Sodali & Co is proud to collaborate with Euronext, and hosted a workshop in Madrid on April 1, 2025 at the BBVVA's offices. The participants gained actionable insights into key steps and milestones in the IPO process, as well as financial communications and investor relations.

Rodrigo Rodriguez Gestal, Director at Sodali & Co, delivered a speech on the increasingly evident importance of the ESG, and provided his views on the strategy to use to navigate today’s most critical ESG challenges.

Rodrigo said, "The workshop represented all three pillars of IPO readiness: financial aspects, non-financial considerations, and communications. Participants were strongly interested in understanding how they would need to adapt their Board to align with their new post-IPO reality and how their current capital structure could accommodate these changes." 

Find out more on IPOready here. 

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