ETFOptimize | High-performance ETF-based Investment Strategies

Quantitative strategies, Wall Street-caliber research, and insightful market analysis since 1998.


ETFOptimize | HOME
Close Window

D.F. King’s 2025 Debriefing Gives First Look at Emerging Trends from This Year’s Proxy Season

By: via GlobeNewswire

NEW YORK, Aug. 11, 2025 (GLOBE NEWSWIRE) -- D.F. King & Co., Inc., an EQ company and a leading provider of strategic shareholder engagement and proxy solicitation services, today released the 2025 edition of The Debriefing — its annual comprehensive analysis of the U.S. proxy season and a go-to guide for fall shareholder engagement.

Drawing on EQ and D.F. King’s experience supporting hundreds of shareholder meetings and serving millions of shareholders, The Debriefing examines critical trends in voting behavior, investor sentiment, and engagement expectations. The report equips public companies with actionable insights as they prepare for the year ahead.

"Proxy season is no longer a ‘one and done’ event—it’s part of a continuous cycle of board preparedness and investor engagement,” said Zally Ahmadi, Managing Director, Corporate Governance, ESG & Executive Compensation at D.F. King. “This year’s Debriefing provides actionable guidance for boards and executive teams facing a more activist and data-driven investor base.”

Key Insights from the 2025 Proxy Season

  • Shareholder Proposals Enter New Territory
    Proposals related to AI oversight, political transparency, and ‘anti-ESG’ topics gained traction, signaling a shift toward broader definitions of risk.
  • Shifts in shareholder engagement strategy
    Following updated SEC C&DI’s on 13g eligibility released earlier this year, there were initial shifts to how shareholder engagement was conducted which affected how many companies approached mid-season engagement with investors.
  • Rise in Personal Security Perquisite Disclosure
    Following the shooting of the UnitedHealthcare CEO in 2024, there was an increase in disclosure of personal security perquisites in CD&As.
  • Executive Compensation Under Scrutiny
    While overall support for say-on-pay remained stable, investors sharpened their focus on pay-for-performance misalignment and long-term incentive structures.
  • Heightened Focus on Board Accountability
    Board oversight of topics such as cybersecurity, AI risk, succession planning weaknesses and overboarding policies played key roles in the 2025 proxy season.

A Forward-Looking Engagement Guide

The Debriefing is designed to help governance, legal, and executive teams stay ahead of shareholder expectations by distilling the themes and tensions that shaped the 2025 proxy season.

“Shareholder expectations are expanding faster than ever—from performance of the business to executive compensation to board oversight,” said Tom Germinario, Senior Managing Director at D.F. King. “Companies that treat engagement as a strategic advantage will be best positioned to navigate what’s next.”

______________________________

Download the Report

The full report is available: Here

______________________________

About D.F. King

At D.F. King, an EQ company, we leverage our unique depth and diversity of experience to deliver high-level advisory services, custom reporting, securityholder outreach programs and educational strategies to each client. D.F. King provides high-level advisory services in contested solicitations and proactive solutions for all corporate governance needs. Services include proxy solicitation; shareholder profile analysis; proxy advisory firm consulting; M&A, information agent services to equity and debt markets; corporate governance and executive compensation consulting; and call center services.

About EQ

EQ are specialists in helping you better understand and manage the ownership of your company through critical events across the corporate lifecycle. As trusted advisors, we provide strategic insight and operations expertise through our core business units in Transfer Agent Services, Employee Plan Solutions, Proxy Services, Private Company Services, and Public Relations & Investor Relations Services.

Globally we serve more than 12,000 clients (49% of the FTSE 100 UK and 35% of the S&P 500), with over 20 million shareholders, through 7,500 employees in 19 markets around the world. Learn more at equiniti.com/global.

Nicholas Ledford
Director of Communications, EQ
nicholas.ledford@equiniti.com 


Primary Logo

Stock Quote API & Stock News API supplied by www.cloudquote.io
Quotes delayed at least 20 minutes.
By accessing this page, you agree to the following
Privacy Policy and Terms Of Service.


 

IntelligentValue Home
Close Window

DISCLAIMER

All content herein is issued solely for informational purposes and is not to be construed as an offer to sell or the solicitation of an offer to buy, nor should it be interpreted as a recommendation to buy, hold or sell (short or otherwise) any security.  All opinions, analyses, and information included herein are based on sources believed to be reliable, but no representation or warranty of any kind, expressed or implied, is made including but not limited to any representation or warranty concerning accuracy, completeness, correctness, timeliness or appropriateness. We undertake no obligation to update such opinions, analysis or information. You should independently verify all information contained on this website. Some information is based on analysis of past performance or hypothetical performance results, which have inherent limitations. We make no representation that any particular equity or strategy will or is likely to achieve profits or losses similar to those shown. Shareholders, employees, writers, contractors, and affiliates associated with ETFOptimize.com may have ownership positions in the securities that are mentioned. If you are not sure if ETFs, algorithmic investing, or a particular investment is right for you, you are urged to consult with a Registered Investment Advisor (RIA). Neither this website nor anyone associated with producing its content are Registered Investment Advisors, and no attempt is made herein to substitute for personalized, professional investment advice. Neither ETFOptimize.com, Global Alpha Investments, Inc., nor its employees, service providers, associates, or affiliates are responsible for any investment losses you may incur as a result of using the information provided herein. Remember that past investment returns may not be indicative of future returns.

Copyright © 1998-2017 ETFOptimize.com, a publication of Optimized Investments, Inc. All rights reserved.