Alliance Advisors

Alliance Advisors Alliance Advisors is an independent corporate advisory firm that supports public & private companies

Canada’s 2025 Proxy Season: What You Need to KnowOur latest review looks at:ESG and governance proposal trendsInvestor a...
07/31/2025

Canada’s 2025 Proxy Season: What You Need to Know

Our latest review looks at:
ESG and governance proposal trends
Investor and proxy advisor behavior
Executive compensation and engagement shifts
What’s ahead for Canadian public companies

Read the full breakdown in the article on our website.

The 2025 U.S. Proxy Season marked a clear shift in the ESG landscape.ISS and Glass Lewis are pulling back supportes are ...
07/29/2025

The 2025 U.S. Proxy Season marked a clear shift in the ESG landscape.

ISS and Glass Lewis are pulling back supportes are gaining tractions most important developments in corporate governance, from the sharp drop in environmental and social proposals, to declining support from investors and proxy advisors, and a regulatory pivot that’s changing the game.

Highlights include:
Fewer ESG and DEI resolutions filed
ISS and Glass Lewis pulling back support
Rise in competing pro/anti-ESG proposals
Political spending becoming a leading E&S theme
More business-friendly governance measures gaining traction

Whether you're an IR professional, board member, or governance specialist, this review provides the insight you need to navigate what’s ahead.

Read the full review on our website (link in bio).

📉 Turnover has been historically low.📈 But Q1 2025 just changed that.Our latest article by Sean McGuire explores 25 year...
07/24/2025

📉 Turnover has been historically low.
📈 But Q1 2025 just changed that.

Our latest article by Sean McGuire explores 25 years of investor turnover in the S&P 500, and why early signs point to a shift in how institutional investors behave.

Read our newest article by Sean M. to learn more.

Where are deep value investors placing their bets in a volatile market?In Q1 2025, investors faced renewed uncertainty a...
07/18/2025

Where are deep value investors placing their bets in a volatile market?

In Q1 2025, investors faced renewed uncertainty amid rising tariffs and a decline in the S&P 500. Kevin P. Langdon and Matthew Regateiro dove into the data, analyzing the portfolio movements of nearly 95 deep value investors to uncover key trends.

Their findings? Increased bullishness in Health Services and Communications, and a clear pullback from Technology Services and Producer Manufacturing.

Read the full piece under "Published Content" on our website for a closer look at where the smart money is going

Wishing our clients, colleagues, and communities a Happy Independence Day!May we continue to honor the values of freedom...
07/04/2025

Wishing our clients, colleagues, and communities a Happy Independence Day!
May we continue to honor the values of freedom and collaboration that drive us forward.

Energy stocks are leading the market in 2025—but it's not oil driving the surge. Our Invictus analysis reveals that valu...
05/13/2025

Energy stocks are leading the market in 2025—but it's not oil driving the surge. Our Invictus analysis reveals that value and global mutual funds, not traditional energy-focused ones, are behind the momentum.
Top fund? The Allspring Large Company Value Fund, rotating into mega-cap names like Exxon Mobil and ConocoPhillips.
Explore the full breakdown by our Senior Vice President, Kevin P. Langdon, on our site, Link in bio.

Alliance Advisors wishes you a Happy Easter! May this warm and bright season bring you all joy and peace.
04/20/2025

Alliance Advisors wishes you a Happy Easter! May this warm and bright season bring you all joy and peace.


Alliance Advisors' Shirley Westcott’s 2025 Proxy Season Preview is now live.This year brings a more favorable business e...
04/16/2025

Alliance Advisors' Shirley Westcott’s 2025 Proxy Season Preview is now live.
This year brings a more favorable business environment, reduced regulation, lower taxes, innovation, and energy independence are on the horizon.

As the White House ramps up activity, annual meetings are expected to remain relatively calm while shareholder activists rethink their next moves.

📖 Dive into the full analysis here: https://allianceadvisors.com/2025-u-s-proxy-season-preview/

Who's Backing Biotech? A Look Inside the Industry’s Top Fund SupportersAs IR teams search for new investor opportunities...
04/09/2025

Who's Backing Biotech? A Look Inside the Industry’s Top Fund Supporters

As IR teams search for new investor opportunities, our latest analysis zooms in on the Biotechnology industry, with some eye-opening findings. Using our Invictus® platform, we tracked mutual fund activity to see who’s doubling down on biotech.
Top takeaway? The Capital Group Companies stood out, dominating industry capital increases with highly concentrated investments that still landed them among the top 10 largest dollar-value increases in the sector.

Explore the full breakdown by our Senior Vice President, Kevin P. Langdon on our site: https://allianceadvisors.com/industry-fund-profile-biotechnology/

On March 4th, Glass Lewis announced a new bifurcated approach to its proxy voting advice on diversity-related matters at...
03/05/2025

On March 4th, Glass Lewis announced a new bifurcated approach to its proxy voting advice on diversity-related matters at U.S. public companies. The move follows recent federal actions scrutinizing DEI policies.

While its 2025 U.S. guidelines remain unchanged, starting March 10, any recommendations against directors for diversity-related reasons will include a "For Your Attention" (FYA) flag, allowing clients to review and consider alternative voting preferences.

Read the full breakdown by Alliance Advisors' Shirley Westcott here:

https://lnkd.in/e5bmVkm5

Address

The Overlook Corporate Center 150 Clove Road, Suite 400
Little Falls, NJ
07424

Opening Hours

Monday 9am - 6pm
Tuesday 9am - 6pm
Wednesday 9am - 6pm
Thursday 9am - 6pm
Friday 9am - 6pm

Telephone

+19738737700

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