Research Reference

For past public Forum programs addressing investor interests in executive compensation, see

July 10, 2020 The Deal: "Negative Say-On-Pay Votes Signal ‘Blood in the Water’ for Activists" [Growing use of "Say on Pay" voting data to analyze activist vulnerability]
December 26, 2018 Wall Street Journal: "Activist Investors Gain Clout as Stocks Tumble" [Year of opportunity for the professionals managing activist funds and defending their targets]
July 18, 2018 Bloomberg: "A $3.6 Trillion Regulatory Hole Around ETFs Gets SEC Scrutiny" [Considering demystification of index selections]
February 2, 2018 Bloomberg: "Big Pay Packages Are a Powerful Weapon for Activist Investors | Shareholder votes have focused attention on the link between compensation and company performance. Here's how hedge funds use executive pay as a lever." [Activist and hedge fund use of Shareholder Support Rankings]
May 26, 2017 The New York Times | Fair Game: "The Trump Effect on C.E.O. Pay" [This year's list of highest paid CEOs shows rewards unrelated to production of goods and services]
June 17, 2016 New York Times | Fair Game: "How to Gauge a C.E.O.’s Value? Hint: It’s Not the Share Price" [Relating executive pay to competitive production of goods and services]
November 8, 2015 Reuters: "INSIGHT - Activist stampede pushes board directors into shareholders' arms" [Boards responding to low shareholder support with controversial playbooks for selective "engagement"]
August 9, 2015 New York Times | Fair Game: "Why Putting a Number to C.E.O. Pay Might Bring Change" [Latest regulatory effort to moderate executive compensation]
July 16, 2015 MarketWatch: "Opinion: What you can do about obscenely high executive pay" [Basing investments on corporate managers' respect of long term shareholder interests]
June 21, 2015 New York Times | Fair Game: "Tech Companies Fly High on Fantasy Accounting" [Concerns about incentives for managers as well as activists to manipulate stock price]
June 11, 2015 Wall Street Journal: "Activist Funds Put Executive Pay Formulas Under Microscope" [How professional activists identify vulnerable targets]
May 16, 2015 New York Times | Fair Game: "Shareholders’ Votes Have Done Little to Curb Lavish Executive Pay" [Ranking shareholder support of corporate leadership]
April 8, 2012 New York Times | Fair Game: "When Shareholders Make Their Voices Heard" [First year of Shareholder Support Rankings for New York Times "100 Highest Paid US Chief Executives"]

Research

December 11, 2021, The Wall Street Journal: "The Best-Managed Companies of 2021—and How They Made It to the Top" [Ranking of companies based on management of business enterprise]
November 26, 2019, Rick Wartzman and Kelly Tang of the Drucker Institute, posting in The Harvard Law School Forum on Corporate Governance and Financial Regulation: "Measures of Corporate Effectiveness and the Management Top 250 Rankings" [Analytics supporting investments based on recently rediscovered foundations of business profits]
June 2018, Council of Institutional Investors: "Dual Class Companies List" (9 pages, 215 KB, in PDF format) [Identification of US-incorporated companies with more than $200 million market capitalization that had two or more outstanding classes of common stock with unequal voting rights as of 2018]
December 5, 2017 Wall Street Journal, Journal Reports: Leadership: "Methodology for the Management Top 250 Company Rankings | How the Drucker Institute identified the most effectively managed U.S. companies" [Summary of methodology and references to other reports of selective indexing project]