About us

Sodali is an independent and conflict-free consultancy, exclusively dedicated to advising Boards and the Management of companies on shareholder response.

While providing services exclusively to companies and not representing dissident shareholders, we are convinced that effective advocacy on behalf of our corporate clients requires us to work within the financial community and to maintain credibility with investment decision-makers and shareholder advocates.

For this reason we have positioned our business at the interface of companies and investors, supporting corporate governance best practices, transparency, director accountability, shareholder rights and investor responsibility standards. From this central position Sodali can act as a conduit for information, helping clients assess and mobilize shareholder support for AGMs and other strategic activities.

The Team and the Management of Assignments:

Sodali brings to every assignment an experienced team of researchers, transaction specialists, communications experts and relationship managers who work under the oversight of the senior management team.

 

  • Sodali’s senior management has long-standing experience in the industry and proven track-record in driving the business forward, anticipating market trends and efficiently delivering projects assigned.
  • The operational team is organized to cover the global investor base of our clients and is familiar with the inner workings of financial market systems, structures and back office arrangements.
  • The relationship managers have a consultancy background and linguistic skills and expertise of each market we cover.

 

A Sodali project team provides technical knowledge and practical skills essential to program implementation. The team blends expertise in global investment processes with working knowledge of the local culture, standards and business practices in each jurisdiction where Sodali clients are located.

The thorough dedication and extensive understanding of how to address global shareholder concerns with regards to the different procedures of the trading markets in which we operate supports our ambition to play a leadership role in helping companies aligning their governance practices to their shareholder requirements – tackling issues surrounding effective communication, transparency, cross border voting – that affect both companies and investors.

Chairman's Letter / Read more

To Our Clients and Members of the Corporate and Financial Communities:

We are pleased to introduce Sodali, a global consultancy providing advice and services to listed companies in continental Europe, Asia, Latin America and developing markets.
Code of Business Conduct / Read more

Sodali’s mission is to help client companies manage their relations with institutional investors and shareholders. We are the leading global practitioner of Institutional Investor Relations
Survey / Read more

Ownership Disclosure by Institutional Investors

This questionnaire seeks your views on a proposed voluntary program that would give issuers access to the systemically-generated ownership data that is currently used by agents and intermediaries to distribute disclosure documents, solicit voting instructions and tabulate votes.

Board Members

Team