July 2025

  • Activists are setting the stage for new campaigns, board challenges, and CEO pressure

  • ISS and Glass Lewis filed suit to block Texas laws targeting ESG-related proxy advice, signaling intensifying scrutiny of proxy advisors

  • Both firms also launched policy surveys to gather input on potential 2026 changes—especially on executive pay, shareholder rights, and board diversity

  • Off-season engagement is increasingly forward-looking. Companies should raise past and potential AGM issues, clarify governance priorities, and seek investor feedback on proxy disclosures

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The Jasper Street Monthly: July 2025

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June 2025