Global Institutional Investor Survey 2024 Report

Georgeson’s Global Institutional Investor Survey highlights some of the top priorities and strategies of institutional investors around the world. Priorities for 2025 include executive pay, shareholder rights, climate transition and human capital management. Such priorities can provide indicators for companies seeking to address potential risks and opportunities in a dynamic market environment increasingly shaped by […]

Mar 17, 2025 - 15:29
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Posted by Kilian Moote and Kiran Vasantham, Georgeson LLC., on Monday, March 17, 2025
Editor's Note:

Kilian Moote is the US Head of ESG Advisory and Kiran Vasantham is the Head of Investor Engagement at Georgeson LLC. This post is based on their Georgeson memorandum.

Georgeson’s Global Institutional Investor Survey highlights some of the top priorities and strategies of institutional investors around the world.

Priorities for 2025 include executive pay, shareholder rights, climate transition and human capital management.

Such priorities can provide indicators for companies seeking to address potential risks and opportunities in a dynamic market environment increasingly shaped by active ownership.

Regulatory and policy changes in the US, as well as evolving political and cultural shifts, have injected new complexities into many areas of environmental, social and governance (ESG) discussions.

New public policy developments, such as the SEC’s staff legal bulletin (SLB) on 14M and the recent change to 13D-G reporting, are some of the structural changes affecting how issuers and investors engage.

One notable impact of the SEC’s SBL 14M is that it reverses the significant social policy inclusions found in SLB 14L, which had emphasized consideration of broader societal effects of shareholder proposals. As a result of this change, more issuers will likely seek and receive ‘no action’ relief on some ESG-focused shareholder proposals. As of February 19, 2025, there were already more ‘no action’ requests than during the entire 2024 proxy season.

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