Joele Frank was named the top global shareholder activism defense IR advisor in Bloomberg’s 2019 Global Activism Market Review, which publishes league tables ranking the leading financial, legal, IR and proxy solicitor advisors in the global shareholder activism market. Joele Frank, which defends companies and does not represent activist investors, was also recognized as the top activism IR advisor across a number of other categories, including:

• Total Number of Engagements;
• Engagements for U.S. Companies;
• Engagements for Companies with Market Capitalizations Greater than $1 Billion;
• Engagements by Aggregate Market Capitalization; and
• Engagements by Aggregate Activist Stake Value.

View PDF

Jonathan Keehner and John Roe, Partners at Joele Frank, were recently featured on Nareit’s “REIT Report” – a leading podcast covering the latest news and developments in REITs and real estate investment – to discuss the many ways in which REITs can better communicate and attract generalist investors. On the podcast, Jon, who helps lead Joele Frank’s Real Estate and Private Equity practices, shares his perspective on how a renewed and creative approach to IR is precisely what REITs need to engage their existing investor base and attract non-industry specific investors. John, an established expert in corporate governance and executive compensation, noted that REITs have done a “great job” in recent years to overcome institutional investor nervousness from a governance perspective. He highlighted the increasing importance that ESG factors play in the investment decisions for the world’s leading institutional investors, particularly as assets continue to move into index or passive fund strategies. Other topics covered in the edition include best practices for engaging with index funds, shareholder activism and ways for smaller market cap companies to engage with their top shareholders. Listen here.