Client Introduction

Our client aim is to provide valuable insights to shareholders or investors by analyzing proxy statements.

Requirements & Specifications

  • The client requires data collection and organization related to proxy disclosures.
  • Key areas of interest:
    • Annual General Meetings
    • Proposals
    • Voting Results

Solutions

We developed a systematic approach to handle proxy disclosures:

  • Data Collection:
    • Gathered proxy statements from various companies.
    • Extracted relevant information related to Voting.
  • Data Organization:
    • Organized and structured the data into a centralized database.
    • Created categories for easy reference.

Process

Data Collection and Extraction:

  • Extracted relevant sections from proxy statements.
  • Focused on accuracy and completeness.

Categorization and Analysis:

  • Categorized data by company, year, and disclosure type.
  • Analyzed trends in shareholder voting patterns.

Challenges Faced & Solved:

  • Different formats and disclosure practices.
  • Solution: Standardized data fields for consistency.

Quality Assurance and Accuracy:

  • Rigorous validation checks.
  • Ensured accurate representation of proxy data.

Work Volume, Quality, Accuracy, and Turnaround

Work Volume:

  • Analyzed proxy statements from a diverse set of companies.
  • Covered multiple years.

Quality and Accuracy:

  • High-quality data ensured reliable insights.
  • Regular audits-maintained accuracy.

Turnaround Time:

  • Efficient data processing.
  • Met reporting deadlines.

Conclusion

  • Our Proxy Disclosure Analysis project provides valuable information to investors/shareholders, enabling informed decision-making.
  • Users can easily evaluate corporate governance practices.
  • The software platform enhances transparency and accountability.