On becoming an activist board!

When Michelle Gass took over as Kohl's CEO in 2018, she tried getting creative to bring more shoppers into stores.

To America’s leaders, innovators, and changemakers: here’s how you can help build a low-carbon economy that is resilient, competitive, prosperous, and fair.

Two senior JP Morgan Chase & Co executives responsible for defending corporate clients against activist investors who push for companies to perform better have left the bank, three sources said.

Policymakers said they had no plans to introduce negative rates to stimulate the economy, but they wanted to be prepared.

Royal Dutch Shell is betting on its expertise in power trading and rapid growth in hydrogen and biofuels markets as it shifts away from oil, rather than joining rivals in a scramble for renewable power assets, company sources said.

Boards talk the talk on climate and social inequality but don’t act

When hedge funds agitate for change at companies, women wind up with less representation on boards, according to research from the University of North Carolina at Charlotte and Renmin University of China. 

This article highlights the activist investor’s influence on dealmaking and how it has manifested in a number of ways over the past few years.

The trading houses reflect a growing pro-shareholder culture

Over the last decade, environmental, social and governance (ESG) risks have swiftly risen to the top of the investment community’s agenda. This is especially for large pension pots, sovereign wealth funds and ultra-high net worth individuals, all of whom have a great deal to lose from investments in ventures which may fall victim to the rapidly changing environment.

In my first post as leader of PwC’s Governance Insights Center, I talked about the new and unfamiliar risks businesses are facing. January added the latest wrinkle to a shareholder activist playbook we thought was fairly well established. 

In spite of the coronavirus crisis and its impact on the oil industry – reduced production levels, falling prices, and weakened refining margins – multinational oil companies are carrying on with their dividend payments this year, with some even raising the payouts.

In this article I’ll track the decline of the public corporation, explain why that model no longer satisfies the primary needs of critical stakeholders, and present a new one that I believe could well displace the public corporation as the dominant structure in business.

We must insist on shareholder primacy if we want to hold publicly traded businesses accountable for their distinctive contribution to the common good.

The US Securities and Exchange Commission has received almost unanimous opposition from companies and investors against plans to allow most hedge funds to obscure their stock holdings.

Activists continue to poke holes in corporate performance and returns, but they are having their greatest success with governance structures. Here’s how to think about their moves.

Understanding settlement agreements is important to see the complete picture of the corporate governance landscape