Reports
Outside its coverage of proxy season developments during the first half of each year, Si2 produces special reports for members and the general public, digging deeper into contentious issues facing investors and companies, enabling intelligent discussion of their complexities.
Special Reports
Reports to date include (click PDF icon to read):
TITLE
SNAPSHOT
DATE
AUTHOR(S)
SPECIAL REPORT: 2020 Mid-Year Review Summary
The 2020 proxy season was host to both unprecedented success and potential peril for shareholder proponents. Twenty shareholder resolutions had earned majority support as of mid-August, but new rules from the Securities and Exchange Commission (SEC) would limit who may file and which proposals they can resubmit, as well as curb the influence of proxy advisory firms. The courts (and the coming election) likely will determine the ultimate fate of the SEC's plans.
Sep 18, 2020
Heidi Welsh
SPECIAL REPORT: Mid-Year Report on Proposed SEC Rule 14-8 Change
Analysis of how proposed changes to the SEC's Rule 14a-8 will affect shareholder resolutions on social and environmental issues, including 2020 proxy season data.
Jul 29, 2020
Heidi Welsh
2020 Si2 Action Report - Human Rights - Pilgrims Pride
Analysis of 2020 shareholder resolutions about water and human rights, including worker safety.
Apr 02, 2020
Sol Kwon
FACT SHEET: Shareholder Proposal Trends
Concise report on filing trends, 2010-19, and support levels for social and environmental shareholder proposals, their outcomes, with a closer look at how rising support breaks down. Includes analysis of the impact of Nov. 2019 proposed SEC rulemaking to change Rule 14a-8 of the 1934 Securities and Exchange Act.
Jan 28, 2020
Heidi Welsh
2020 Si2 Action Report - Human Rights - Tyson Foods
Analysis of a shareholder resolution asking the company to analyze and report on its human rights risks, including worker safety.
Jan 10, 2020
Robin Young
2019 Si2 Action Report: Amazon.com - Diversity, Decent Work and Pay Links
Amazon.com received an unprecedented number of shareholder resolutions in 2019, including four explored in this Si2 Action Report on issues connected to diversity. Conservative proponents asked about sexual harassment and board member ideological diversity. Others sought information on pay diversity and executive pay links to diversity metrics.
Apr 24, 2019
Kit Slack
State of Integrated and Sustainability Reporting 2018
Large public company sustainability reporting is maturing rapidly, with financial data presented alongside growing social and environmental metrics and quantified goals. But despite investor interest, most companies in the S&P 500 have not adopted fully integrated corporate reporting, a new report reveals.
Nov 14, 2018
Sol Kwon
2018 Si2 Action Report - Opioid Crisis - Rite Aid
Analysis of shareholder proposal seeking disclosure about governance and disclosure related to the opioid crisis.
Oct 03, 2018
Heidi Welsh
SPECIAL REPORT: Spending Against Change
This assessment of 21 leading energy and utility companies examines board oversight of climate risk, the extent of corporate board expertise and how companies govern and spend on corporate political activity. The 21 firms spent half a billion dollars to lobbying government officials and affect election outcomes in the most recent three full election cycles. (Report co-authors Sara Murphy and Robin Young.)
Feb 22, 2018
Heidi Welsh
Utility Climate Change Readiness: A Business Plan Analysis
Five of the largest U.S. utilities are unprepared for the economic risks of climate change. Their business strategies are inconsistent with the scientific realities of climate change and the accompanying financial, strategic, operational and competitive risks.
May 15, 2017
Sara E. Murphy
How Leading U.S. Corporations Govern and Spend on State Lobbying
Mar 01, 2017
Heidi Welsh
SPECIAL REPORT: Top 25 U.S. Utilities - Climate Change, Corporate Governance & Politics
Apr 14, 2016
Sara E. Murphy
SPECIAL REPORT: U.S. Companies and the Israeli-Palestinian Conflict
Sep 14, 2015
Sara E. Murphy
SPECIAL REPORT: Nanotechnology and the S&P 500: Small Sizes, Big Questions
Oct 07, 2014
Susan Williams
SPECIAL REPORT: Board Oversight of Sustainability Issues
Mar 31, 2014
SPECIAL REPORT: Integrated Reporting in the United States
Apr 26, 2013
SPECIAL REPORT: Investor Risks Looming in the Niger Delta
Jul 24, 2012
SPECIAL REPORT: Discovering Shale Gas - Hydraulic Fracturing (2012)
Mar 08, 2012
Susan Williams
SPECIAL REPORT: Corporate Governance of Political Expenditures (2011)
Nov 10, 2011
Heidi Welsh
SPECIAL REPORT: How Companies Influence Elections (2010)
Oct 14, 2010
Heidi Welsh
