Harvard Corporate Governance

AUGUST 12, 2022

Posted by Lindsey Stewart, Morningstar, Inc., on Friday, August 12, 2022 Editor's Note: Lindsey Stewart is Director of Investment Stewardship Research at Morningstar, Inc. This post is based on a Morningstar memorandum by Mr. Stewart and Hortense Bioy. Asset managers recently had a key opportunity to influence U.S.

205

205

Harvard Corporate Governance

JUNE 29, 2023

New regulations expected to be adopted in 2023 will result in exponential growth in the amount of environmental, social and governance (ESG), i.e., sustainability, data generated by reporting companies and available to investors. Morningstar, Inc. The world’s largest asset manager, Blackrock, Inc.,

Technology 322

Technology 322

Harvard Corporate Governance

AUGUST 19, 2022

Posted by Lindsey Stewart, Morningstar, Inc., Should Your Company Go Private? Posted by Joanna Cound, Sarah Matthews, and Michelle Edkins, BlackRock, Inc., Posted by Sandra Boss and Michelle Edkins, BlackRock, Inc., Posted by Lindsey Stewart, Morningstar, Inc., on Friday, August 12, 2022.

Dividends 218

Dividends Equity Marketability 218

Harvard Corporate Governance

OCTOBER 21, 2022

Posted by Lindsey Stewart, Morningstar, Inc., The Valuation Treadmill: How Securities Fraud Threatens the Integrity of Public Companies. Posted by Subodh Mishra, Institutional Shareholder Services, Inc., Considerations for Dual-Class Companies Contemplating M&A Transactions. on Monday, October 17, 2022.

Capital Structure 201

Capital Structure Equity Compliance Banking 201

Harvard Corporate Governance

FEBRUARY 9, 2024

Skiadopoulos (Queen Mary University of London and the University of Piraeus), on Thursday, February 8, 2024 Tags: ESG , ESG alpha , SASB , Stock performance , Sustainability Accounting Standards Board Global Proxy Voting Policy for Vanguard-advised funds Posted by John Galloway, Vanguard, Inc.,

Alpha 100

Alpha Banking Equity Compliance 100

Harvard Corporate Governance

MAY 3, 2024

Panuwat: Understanding “Shadow” Insider Trading Posted by J.W.

100

100

Value Scope

APRIL 9, 2021

In the case of closely held companies, the two can be markedly different because minority shareholders in private companies usually cannot sell their stock easily or control operations. the stocks of ESG companies have lower actual rates of return). [8] the stocks of ESG companies have lower actual rates of return). [8]

Fair Market Value 130

Fair Market Value Marketability Finance Intangible Assets 130

Value Scope

APRIL 9, 2021

In the case of closely held companies, the two can be markedly different because minority shareholders in private companies usually cannot sell their stock easily or control operations. the stocks of ESG companies have lower actual rates of return). [8] the stocks of ESG companies have lower actual rates of return). [8]

Fair Market Value 130

Fair Market Value Marketability Finance Intangible Assets 130

Harvard Corporate Governance

JULY 7, 2023

Jacobsen, Dechert LLP, on Monday, July 3, 2023 Tags: Delaware articles , Delaware cases , Delaware Court of Chancery , Delaware law , Merger litigation , Mergers & acquisitions Proxy-Voting Insights: How Differently Do The Big Three Vote on ESG Resolutions Posted by Lindsey Stewart, Morningstar, Inc.,

Compliance 225

Compliance 225

Reynolds Holding

NOVEMBER 8, 2023

Mutual funds are set up by investment management companies, are available to the general public, and are regulated by the Securities and Exchange Commission (SEC). CITs and CIT interests are exempt from registration with the SEC under the Investment Company Act of 1940 and the Securities Act of 1933. 7] Jasmin Sethi, Morningstar Inc.,

Banking 69

Banking Start-ups Compliance Marketability 69

Appraiser Newsroom

JULY 9, 2023

Nunes also has extensive experience working with multinational companies, having addressed complex tax, international cost of capital, and foreign exchange issues. Previously, James was director of valuation research in Morningstar’s Financial Communications Business. Pratt and Roger J.

Intangible Assets 40

Intangible Assets Business Valuation Appraisal Finance 40

Appraiser Newsroom

FEBRUARY 16, 2022

He has over 30 years of experience in investment banking and valuation, specializing in technology companies, rapidly-growing companies, closely-held businesses, professional practices, and intangible assets. Mr. Frazier developed the Non Marketable Investment Company Evaluation Method which is featured in the Cost of Capital and VAB6.

Intangible Assets 52

Intangible Assets Business Valuation Appraisal Corporate Finance 52

Reynolds Holding

MAY 5, 2022

The attorneys general of 17 “red” states have faced off against the SEC, the ACLU, an “ Ad Hoc Coalition of Nasdaq-Listed Companies,” and a group of “Investors and Investment Advisers.” The rule requires companies to make this disclosure on an annual basis. In addition, the Financial Industry Regulatory Authority, Inc.

Compliance 49

Compliance Marketability 49