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Demystifying Proxy Voting: How Do Institutional Investors Vote Shares?

Institutional investors have significant influence on proxy voting outcomes. But do companies understand how their institutional investors actually vote their shares? This piece offers important insights into the proxy voting process and how investors actually exercise their voting rights as part of their overall approach to ESG.

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Is It Time To Switch Transfer Agents? A Decision Framework

Transfer agency service agreements typically run three to five years with renewal provisions. However, most Canadian issuers reach the re-evaluation moment at least once in the life of a transfer agent relationship, even if few act on it. Those who eventually do switch almost universally say they waited a year or two longer than they should have. Two signal categories tend to make the business case impossible to ignore.

From Booths to Breakouts: Reeling in Q2’s Top Conference Moments

The Company Services Team hit the ground running across a packed spring calendar, actively participating in and sponsoring premier conferences, roadshows, and industry events to connect our partners with vital capital and opportunity across the globe. We remained laser-focused on delivering high-impact visibility and fostering strategic connections, leveraging our sponsorship presence and active engagement to drive meaningful success for our network of issuers.