BVR

MAY 12, 2022

But one aspect that adds substantial value to a DealStats subscription is the DealStats Value Index. BVR’s DealStats platform is one of the best ways to discover complete financials for public- and private-company transactions. Get a sneak peek at some of the 4th quarter 2021 issue’s insights.

130

130

BVR

MARCH 28, 2022

economy for most of 2020 and causing an unprecedented economic impact on small businesses, DealStats Value Index (DVI) captured the 12-month snapshot on how earnings before interest, taxes, depreciation, and amortization (EBITDA) multiples have trended. With the COVID-19 pandemic putting a stranglehold on the U.S.

EBITDA 246

EBITDA 246

Harvard Corporate Governance

MARCH 19, 2024

The Vanguard-advised funds Vanguard-advised funds are primarily index funds managed by Vanguard’s Equity Index Group; these funds track specific benchmark indexes constructed by independent third parties. [1] 2] Vanguard’s equity index funds are long-term investors in numerous public companies around the world.

Equity 169

Equity 169

Reynolds Holding

DECEMBER 11, 2022

The amount of assets that passive (index) funds have under management has grown significantly in recent decades. For example, concerns about their outsized influence have led a group of senators to propose the INDEX Act, which would require passive funds to vote in accordance with the instructions of fund investors. Hirst (2019).

Firm Value 122

Firm Value Finance Equity Marketability 122

Reynolds Holding

APRIL 12, 2023

Due to the popularity of index funds and ETFs, these asset managers now represent some of the largest owners of U.S. Each of the Big Three manages vast amounts of money in indexed products — amounts that have grown dramatically thanks to the rising popularity of index-based investing. public companies.

Marketability 69

Marketability Finance 69

Benzinga

JULY 13, 2023

The news could lead to the merger ultimately being approved and might have kickstarted stock market index shuffling. The tech and video game sectors were rocked this week when the Federal Trade Commission's request to halt a $69-billion merger in the space was turned down.

Technology 98

Technology Marketability 98

Harvard Corporate Governance

SEPTEMBER 18, 2023

So-called “passive” index funds, which track a pre-specified underlying index, manage over $12 trillion in assets. We analyze funds that track the S&P 500 – the most widely used index – and find their holdings regularly diverge from the index’s, by between 1.7% in the fourth quarter of 2022 alone. more…)

Market Capitalization 220

Market Capitalization Marketability 220

Business Wire M&A

APRIL 6, 2023

NEW YORK--(BUSINESS WIRE)--VettaFi acquires the ROBO Global suite of indexes; acquisition boosts total assets tracking VettaFi indexes to more than $17 billion.

52

52

Benzinga

JANUARY 26, 2023

Benzinga’s Stock Whisper Index uses a combination of proprietary data and pattern recognition to showcase five stocks each week that are just under the surface and warrant attention. Here is a look at the Benzinga Stock Whisper Index for the week of Jan. For some, this may be overwhelming. Full story available on Benzinga.com

52

52

ThomsonReuters

APRIL 25, 2023

Bureau of Labor and Statistics (BLS) announced that the Consumer Price Index (CPI) increased 0.1% The indexes cover the following two population groups: (1) CPI for All Urban Consumers ( CPI -U), which covers 93% of the U.S. On April 12, 2023, the U.S. in March and increased 5.0% What are the differences between CPI-U and CPI-W?

Start-ups 59

Start-ups Marketability 59

Benzinga

APRIL 7, 2022

NASDAQ: CECE ) has acquired substantially all of the assets of Index Water , expanding its water treatment solutions portfolio serving the Middle East region. CECO Environmental Corp. Deal terms were not disclosed. This acquisition adds new customers, intellectual property, and depth to the technology stack.

Technology 52

Technology 52

Harvard Corporate Governance

JUNE 16, 2022

Today [June 15, 2022], we have issued a request seeking comment on the activities of “information providers”—namely, index providers, model portfolio providers, and pricing service providers—and how our framework for registering and regulating investment advisers should apply to those providers (if at all).

Marketability 197

Marketability 197

ThomsonReuters

DECEMBER 22, 2022

The IRS has issued Notice 2023-4, which provides the indexing factor to be used by group health plans and insurers to calculate the qualifying payment amount (QPA) under the No Surprises Act for items or services provided on or after January 1, 2023, and before January 1, 2024. IRS Notice 2023-4 (Dec. Available at [link].

52

52

Benzinga

APRIL 17, 2023

BEIJING, April 17, 2023 (GLOBE NEWSWIRE) -- China Index Holdings Limited (NASDAQ: CIH ), (" CIH " or the " Company "), a leading real estate information and analytics service platform provider in China, today announced the completion of the merger (the " Merger ") of the Company with CIH Merger Sub Holdings Limited (" Merger Sub "), an exempted company (..)

40

40

ThomsonReuters

JANUARY 6, 2022

The IRS has issued Revenue Procedure 2022-11, which provides the indexing factor to be used by group health plans and insurers to calculate the qualifying payment amount (QPA) under the No Surprises Act for items or services provided on or after January 1, 2022, and before January 1, 2023. Revenue Procedure 2022-11 (Dec. Available at [link].

52

52

ThomsonReuters

AUGUST 4, 2022

The IRS has announced 2023 indexing adjustments for important percentages under the Affordable Care Act (ACA). The post IRS Announces Indexing Adjustments for 2023 ACA Affordability and Premium Tax Credit Determinations appeared first on Tax & Accounting Blog Posts by Thomson Reuters. 2022-34, 2022-33 I.R.B. Available at [link].

52

52

ThomsonReuters

SEPTEMBER 2, 2021

The IRS has announced 2022 indexing adjustments for some crucial percentages under the Affordable Care Act (ACA). The post Indexing Adjustments for 2022 Affordability and Premium Tax Credit Determinations Announced appeared first on Tax & Accounting Blog Posts by Thomson Reuters. 2021-36, 2021-35 I.R.B. Available at [link].

52

52

Harvard Corporate Governance

APRIL 1, 2024

Since the launch, BlackRock has continued to extend the pool of eligible client index equity assets that can participate in the program and expanded the range of voting policies from which clients can choose. On February 14, BlackRock expanded Voting Choice through a U.S. retail shareholder accounts invested in the fund.

Equity 124

Equity 124

Harvard Corporate Governance

AUGUST 16, 2022

Index constructs and identifiers are regularly utilized in empirical corporate governance research. Appel’s empirical investigation zeroes in on variation in the widely-used entrenchment index (E-Index), which captures the sum of provisions restricting shareholder voting power and antitakeover provisions (Bebchuk et al.

Corporate Finance 220

Corporate Finance Finance 220

Vested

JANUARY 25, 2024

With many industries now offering more flexible working options, it’s never been more important to offer a competitive benefits package.

52

52

Harvard Corporate Governance

OCTOBER 23, 2022

For the 2022 proxy season, this report is based upon annual meeting results proxy year 2022, for companies within the Russell 3000 Index. Prior season data is for companies within the Russell 3000, for the full proxy season, running from July 1 — June 30 for each period presented, unless otherwise noted.

246

246

Harvard Corporate Governance

MARCH 15, 2023

To this effect, we used two synthetic indexes: one measuring financial performance and one sustainability. In our benchmarking exercises, we distributed the peer group along three tiers in the two areas covered by our synthetic indexes: financial performance and sustainability performance.

Banking 262

Banking 262

Harvard Corporate Governance

APRIL 18, 2022

Around 20 percent of an S&P 500 firm is owned by the three passive indexers (BlackRock, Vanguard, and State Street) whose business model is the provision of low-cost index funds. That firm has under-performed the S&P 500 index by around 250 percent in the decade spanning 2010-2021.

Equity 188

Equity Marketability 188

Benzinga

MAY 26, 2022

Alternative Liquidity Index, LP, has announced an offer to purchase for cash, up to a maximum principal amount of $150,000,000 in the Class A-1 Notes of Zohar III, Limited. Full story available on Benzinga.com.

Finance 40

Finance 40

Harvard Corporate Governance

JULY 6, 2022

is similar to the index’s average vote at this time last year (90.4%); the current S&P 500 average vote result of 88.3% is below the index’s average at this time last year (89.6%), and is consistent with the year-end vote result in 2021. The failure rate has increased 80 basis points since our last report (1.9%).

327

327

Harvard Corporate Governance

FEBRUARY 11, 2023

In this lecture, after summarizing the “Delaware way,” I present my research on shareholder typologies, then canvas core topics in corporate governance today along with current debates about corporate purpose.

346

346

Harvard Corporate Governance

DECEMBER 13, 2022

Our articles identified, analyzed, and documented two agency distortions that afflict these choices.

Finance 235

Finance 235

Harvard Corporate Governance

AUGUST 19, 2022

On Index Investing. Tags: BlackRock , Climate change , ESG , Index funds , Institutional Investors , Shareholder proposals , Shareholder voting , Stewardship. Statement by Chair Gensler on PCAOB Amendments to Strengthen Auditing Standards for Audits Involving Multiple Firms. Posted by Gary Gensler, U.S. Posted by Marc S.

Dividends 213

Dividends Equity Marketability 213

Harvard Corporate Governance

OCTOBER 30, 2023

Both firms offer index-tracking funds that focus on voting decisions to allow fund investors to express their preferences on governance and sustainability matters. All the same, the firms’ proxy voting records shine a light on the importance of manager due diligence, even when selecting an otherwise plain-vanilla index fund.

Marketability 177

Marketability 177

Harvard Corporate Governance

MARCH 2, 2023

Firms that launched as venture-backed startups dominate US capital markets in terms of market capitalization and proportional weight of leading market indexes, and significantly contribute to US job creation. The United States is a striking example. Many economies strive to create a US-like startup ecosystem and reproduce its success locally.

Market Capitalization 219

Market Capitalization Marketability Technology 219

Harvard Corporate Governance

JULY 21, 2023

on Friday, July 21, 2023 Editor's Note: Joud Abdel Majeid is a Senior Managing Director and is the Global Head of Investment Stewardship, Salim Ramji is a Senior Managing Director and is Global Head of iShares and Index Investments, and Jessica Burt is Head of Global Platform and Business Strategy for Investment Stewardship, at BlackRock Inc.

Equity 188

Equity Technology Marketability 188

Harvard Corporate Governance

FEBRUARY 2, 2024

Related research from the Program on Corporate Governance includes Index Funds and the Future of Corporate Governance: Theory, Evidence and Policy (discussed on the Forum here ), and The Specter of the Giant Three (discussed on the Forum here ) both by Lucian A. This post is based on their working paper.

Corporate Finance 278

Corporate Finance Finance Equity Marketability 278

Harvard Corporate Governance

JULY 3, 2023

And whether those investors place their capital in a high-intention sustainable fund or a broad index tracker, investors’ thirst for knowledge about how well aligned a manager’s voting decisions are with their own environmental and social priorities will only continue to grow.

Equity 225

Equity Marketability 225

Harvard Corporate Governance

JULY 13, 2022

On June 15, 2022, the Securities and Exchange Commission (the “SEC”) issued a request for information and public comment (the “Request for Comment”) on matters related to the activities of index providers, model portfolio providers and pricing services (referred to by the SEC as “information providers” or “providers”).

189

189

Harvard Corporate Governance

JANUARY 15, 2024

With three-quarters of S&P 500 index companies embedding some type of ESG metric into their leadership compensation policies, the practice is now deeply ingrained. But there is an opportunity to move beyond generic goals and tailor ESG performance measures in a way that contributes to competitive advantage and long-term growth.

Equity 282

Equity 282

Harvard Corporate Governance

DECEMBER 6, 2022

Beginning with shareholder meetings held after January 1, 2023, we will generally recommend against the chair of the nominating committee of a board that is not at least 30 percent gender diverse at companies within the Russell 3000 index.

220

220

Harvard Corporate Governance

JANUARY 7, 2024

Related research from the Program on Corporate Governance includes Big Three Power, and Why it Matters (discussed on the Forum here ), Index Funds and the Future of Corporate Governance: Theory, Evidence and Policy (discussed on the Forum here ), and The Specter of the Giant Three (discussed on the Forum here ) all by Lucian A.

183

183