Sullivan Street Partners’ Post

What are likely to be the key themes and priorities for this year’s proxy season? Simona Rubino from GAM’s Governance & Responsible Investing team identifies six such themes that could shape the shareholder meetings agenda, and outlines the key developments and her team’s view on each. Read more here: https://ow.ly/TU8w30sBr9p Follow GAM Investments and subscribe to the newsletter for more insights: ow.ly/GzE130sBpyI #Proxy #Sustainability #Diversity #Nature #ClimateTransition For professional investors only. Capital at risk.

What are likely to be the key themes and priorities for this year’s proxy season? Simona Rubino from GAM’s Governance & Responsible Investing team identifies six such themes that could shape the shareholder meetings agenda, and outlines the key developments and her team’s view on each. Read more here: https://ow.ly/N8lz30sBpAv Follow GAM Investments and subscribe to the newsletter for more insights: ow.ly/GzE130sBpyI #Proxy #Sustainability #Diversity #Nature #ClimateTransition For professional investors only. Capital at risk.

Strive is unapologetic in our support of capitalism and meritocracy, and we will always put shareholders first. CEO Matt Cole explains why a return to American capitalism and away from ESG and DEI is crucial for investors and companies. Get the full story on FOX Business: https://lnkd.in/gE7A2YkP

One thing I try to do is check the stock price of companies touting recent ESG scores. Very rough estimate: Three out of four are underperforming the market. It's basically a big middle finger to the main street Americans relying on the performance of these stocks to fund their retirement. Adding insult to injury is that the wealthy elites pushing this agenda (who can afford these luxury beliefs) act like these retirees should be grateful for this "socially responsible" management of their money. "So, ultimately, … for almost every single large publicly traded company, if you look at their largest shareholders — BlackRock, State Street, Vanguard, Fidelity, Envestnet, but you can go down and down the list — they push this stakeholder capitalism agenda. And, ultimately, what you see is that this is a tax that these corporations bear, and they do so because of the pressure that places like CalPERS and that a fringe minority of American citizens pushed into the asset management industry."

What are likely to be the key themes and priorities for this year’s proxy season? Simona Rubino from GAM’s Governance & Responsible Investing team identifies six such themes that could shape the shareholder meetings agenda, and outlines the key developments and her team’s view on each. Read more here: https://ow.ly/o71530sBpyN Follow GAM Investments and subscribe to the newsletter for more insights: ow.ly/GzE130sBpyI #Proxy #Sustainability #Diversity #Nature #ClimateTransition For professional investors only. Capital at risk.

"We are in a very mature industry, you have to find this small edge, something that will allow you to take market share. For me, I look at culture as being critical to creating that competitive advantage.” Watch the recording of the business leader panel from our ACT 2nd Birthday Party where Jasbir Nizar-Baker, UK CEO, Lombard Odier Investment Managers, Erich Gerth, CEO, RBC BlueBay Asset Management and Jasper Berens, head of client relationships and distribution, CCLA Investment Management, shared with Mandy Kirby how they translate values from words to the day-to-day culture of their firms. Watch it here: https://lnkd.in/eE5MiQrK #investorsact

Sebastian McCarthy's latest article highlights a significant trend: smaller firms are leading in performance. Oliver Gottschalg’s point that "the very smallest seem to find it easier to make it to the very top" is a testament to the power of agility and focused strategies. Key Takeaways 👉 ➡️ US growth investors are dominating the rankings  ➡️ European presence is strong with seven firms in the top 20   Discussion Point:  How are small-cap firms reshaping the private equity landscape? We'd love to hear your insights in the comments below 👇 🔗 Read the full article here: https://lnkd.in/eD93PGV6 #PrivateEquity #InvestmentTrends #GlobalMarkets #BusinessStrategy 

Exciting times are ahead for private equity. As we reflect on the first quarter and the start of the second quarter of 2024, we have seen an increase in confidence in the private equity market. This positive sentiment has led to increased activity, keeping our Oliver Wyman Private Capital team very busy. Going forward, we expect dealmaking to pick up, driven by the availability of dry powder and supported by industry optimism. Stay tuned for more updates as we navigate this dynamic landscape together! #PrivateEquity #DealMarket

Mark your calendar for July 9 to join Hugh MacArthur, Bain’s Global Private Equity Practice Chairman, and Karen Harris, Managing Director of Bain’s Macro Trends Group, for a webinar presenting the findings of our Private Equity Midyear Report 2024. Discover essential takeaways from the report, including the global private equity market's recovery from a two-year decline in deals and exits, and gain insights into the future directions of the industry. Register here: https://atbain.co/4aHtlGY