How Company Ownership Shapes Performance
Controlled companies have become more common, but minority shareholders may be surprised to see the impact on their returns. We explore why who holds control could matter more than ever.
Subscribe todayto have insights delivered to your inbox.
Sustainability Now Podcast
The world of Sustainability explored. A rotating cast of environmental, social, and governance researchers join hosts Mike Disabato and Bentley Kaplan as they discuss the most pressing news of the week. But in an enjoyable way.
How Ownership Can Shape Outcomes
Who owns a company can define its success. Discover how trends in ownership concentration impact shareholder value and why investors should factor ownership into long-term equity analysis.
Ownership and Control 2022: Global Equities Concentration on the Rise
Concentration in equities ownership soared from 2015 to 2022. Meanwhile, the percentage of index constituents that were widely held declined from 41% to just 23%. This trend could result in a loss of influence for minority shareholders.
The content of this page is for informational purposes only and is intended for institutional professionals with the analytical resources and tools necessary to interpret any performance information. Nothing herein is intended to recommend any product, tool or service. For all references to laws, rules or regulations, please note that the information is provided “as is” and does not constitute legal advice or any binding interpretation. Any approach to comply with regulatory or policy initiatives should be discussed with your own legal counsel and/or the relevant competent authority, as needed.