Poison Pill (select current position, pill statuses, adoption dates, etc.).Governance (choose criteria pertaining to bullet proof ratings, charter/bylaw, defense changes, etc.).Company (choose from general company features, equity index).In Starter wizards, add search criteria in the respective wizard.Ĭorporate Governance – add applicable criteria from the four categories:.Or select the available prescreened reports. Choose the initial screening wizards: Starter Screen – Corporate Governance ♦ Starter Screen – Campaign ♦ Starter Screen – Proxy.Select Screening tab > Universal Screening sub-tab.are excluded from the dataset.Ĭreate custom sets of companies based on corporate governance actions: Companies that have been acquired, merged, etc. NOTE: The dataset covers close to 5,000 publicly traded companies included in the major equity indexes. Screen companies by corporate governance and shareholder activity criteria, such as corporate takeover defense strategies (poison pill), shareholders proxy proposals, proxy fights and other shareholders activism actions. View FactSet Basic Search in Excel Add-In video tutorial Repeat steps 5-9 for other data items for the same set of identifiers. ![]() (FactSet remembers your latest selection - may skip this step if no changes needed.)
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