The Jasper Street Monthly: October 2025
Key Takeaways
Activism is heating up — investors are moving earlier, zeroing in on undervalued or M&A-linked targets, and using toe-holds and quick settlements to force change
Proxy advisor updates for 2026 are modest, though broader structural shifts — including Glass Lewis ending its benchmark policy and ISS testing recommendation-free research — are on the horizon
Climate pressure persists from select investors, particularly European and progressive U.S. institutions, despite pullbacks from the largest U.S. managers
A major shift on shareholder proposals may be emerging, as recent Delaware law developments suggest companies could gain greater ability to omit non-binding proposals
Click here to access the highlights of Jasper Street’s October 2025 Insights.
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