Navigating 11th Hour Guidance on Board DE&I

Over the past few weeks, the landscape of board diversity, equity, and inclusion (DE&I) has been in a state of flux, driven by evolving expectations from proxy advisors and institutional investors that appear to be driven by the deluge of new Executive Orders, legal challenges to those Executive Orders, and shifting rules from the Department […]

Apr 1, 2025 - 14:35
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Navigating 11th Hour Guidance on Board DE&I
Posted by Deb Lifshey, Pearl Meyer & Partners, LLC, on Tuesday, April 1, 2025
Editor's Note:

Deb Lifshey is a Managing Director at Pearl Meyer & Partners, LLC. This post is based on her Pearl Meyer memorandum.

Over the past few weeks, the landscape of board diversity, equity, and inclusion (DE&I) has been in a state of flux, driven by evolving expectations from proxy advisors and institutional investors that appear to be driven by the deluge of new Executive Orders, legal challenges to those Executive Orders, and shifting rules from the Department of Justice (DOJ). Here, we focus on proxy advisor and institutional investor policy changes and examine their implications for corporate governance and related disclosures in the immediate proxy season.

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