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Back to Insights & Analysis

Sales and Marketing Alignment Strategies to Overcome Challenges in 2021

Marketing operations have drastically evolved over the past decade resulting in complex back-end processes

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Dimensions: Vol. 2021, No. 3

Proxy statements continue to evolve. Along with updated SEC rules and guidance, companies are under pressure to adapt proxy disclosures to the shifting expectations and reading habits of investors.

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Dimensions: Vol. 2021, No. 2

The SEC has formalized its ongoing commitment to XBRL quality. The EDGAR filing system now supports dataquality checks based on the rules for XBRL tagging that were developed by the XBRL US Data Quality Committee.

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Finding the Right Balance: Leveraging a Multichannel Outreach Approach

Health Care companies are challenged by the COVID-19 pandemic more than any other industry, and reaching customers with marketing messages is more challenging than ever.

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Dimensions: Vol. 2021, No. 1

Public companies in the United States may have to disclose data on specific climate-change risks, which are currently reported only voluntarily and often outside SEC filings.

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Dimensions: Vol. 2020, No. 5

Amid the impacts of the COVID-19 pandemic on companies and their employees, manual SOX-compliance processes such as those involving Excel have become even more difficult.

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Dimensions EMEA Spotlight Q&A

Ann Tarca has been on the International Accounting Standards Board since 2017, as a member from the Asia-Oceania region. She joined the IASB...

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Dimensions: Vol. 2020, No. 4

The use of XBRL-tagged data in SEC financial disclosures is becoming the norm for the collection and analysis of financial data. During the last year...

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Dimensions EMEA Spotlight Q&A

Phil Fitz-Gerald is the Director of the Financial Reporting Lab at the Financial Reporting Council (FRC), the United Kingdom’s regulator of financial reporting...

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Dimensions EMEA Spotlight How-To

XBRL is the international standard for digital financial reporting by companies. Essentially bar codes for financial reporting, XBRL tags translate human ...

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Dimensions Annual Meeting and Proxy Spotlight

Here’s a problem: The traditional, in-person, annual shareholder meetings held by public companies have suddenly become troublesome. The 2020 pandemic has made large gatherings unwise...

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Dimensions: Vol. 2020, No. 3

The use of structured data is woven throughout SEC reporting for issuers of all types. Building on that foundation, SEC rulemaking is steadily adding reporting...

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Dimensions: Vol. 2020, No. 2

One of the biggest benefits is that Inline XBRL makes the data interactive in a way that XBRL was intended to do from the onset—but did not initially because of...

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Dimensions: Vol. 2020, No. 1

Structured data has become a powerful and ever-growing tool for the securities markets and regulators alike. The use of data analytics and the harnessing of big…

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Dimensions: November & December 2019

Ten years have passed since the SEC’s XBRL requirement came into effect. Despite the challenges of the transition from traditional filing to structured data, using XBRL…

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Dimensions: August & September 2019

To mark the tenth anniversary of the SEC implementing its XBRL-tagging requirement for financial disclosure filings, Dimensions asked six XBRL experts in the securities regulation, financial reporting, or capital markets sectors to comment on the structured-data revolution in SEC reporting....

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Dimensions: June & July 2019

Believe it or not, a decade has elapsed since June 2009, when the SEC implemented its XBRL-tagging requirement for financial disclosure filings. Three years later, the XBRL mandate was fully phased in for all SEC filers, and it continues to expand...

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Dimensions: April & May 2019

The current IAC is actually its second incarnation. The SEC chartered an earlier Investor Advisory Committee in 2009 in accordance with the Federal Advisory Committee Act…

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Shareholder Activism Trends in 2019

As more types of funds make their voices heard in corporate boardrooms, companies of all sizes are being forced to prepare for the possibility of an activist…

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Taking Stock: 2019 Outlook for M&A and IPOs

As we enter 2019, the market is sending mixed signals regarding the appetite for M&A and IPOs. Volatility has risen sharply in recent months, but last year closed on a high note, with global M&A value reaching the third-highest level on record...

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Unicorn Companies: The State of Play in 2019

After years of speculation about going public, several of the biggest unicorn companies are planning IPOs for 2019.Do you think this could cause a new wave of large...

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Where Does XBRL Go from Here? SEC Commissioner Jackson Shares His Vision on Structured Data

The use of structured data, especially XBRL, is accelerating both in the capital markets and at the SEC. Public remarks from SEC commissioners and staff in recent years have clearly...

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Joining Forces: How to Integrate Start-Ups into Large Corporates

Acquiring a start-up is becoming a popular way for large corporations to modernize internal practices, buy in technology and connect with younger customers. Integrating a start-up into a large conglomerate, however, needs to be done with care to deliver results...

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The New Wave of Protectionism

The U.S. government has triggered a series of reciprocal trade actions with countries around the world. The tariffs may disrupt an otherwise positive environment for M&A...

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Year 3 of the SEC Under President Trump

Over the year ahead, the Securities and Exchange Commission is expected to face a full slate of challenges in the areas of corporate governance and financial disclosure, from the possible regulation of proxy advisory firms to studying a switch to biannual reporting...

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SEC Adopts Rule 30e-3 Under the Investment Company Act

The SEC recently rolled out the e-delivery rule (30e-3) to provide fund investors with a more modernized, personalized and easier-to-understand solution to viewing shareholder reports. The attached whitepaper will help you better understand the specifics of the rule...

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Leveraging Digital Personalization to Elevate the Impact of Member Communications

Digital channels help you “hear” the voice of the member – so you can tailor their digital experiences to their expectations while personalizing their member journey...

Learn More >
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