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Main outcomes of the survey: overview of all disclosure items

C. Status of implementation of good practices on corporate governance

2. Main outcomes of the survey: overview of all disclosure items

Since not all disclosure items in the survey can be considered to be of equal importance to all users of corporate reports, table V.1 displays the results of the survey within each of the five broad categories discussed in section 1 above. This allows the readers of the report to draw their own conclusions based on the relative importance they assign to a particular category or subject area, and within that category, a particular disclosure item.

Table V.1. Main findings of survey on corporate governance disclosure (Number of enterprises in parentheses)

Type of listing Country income Special Focus

Disclosure items by category

All (105)

Inter- national

listing (70)

Only local listing

(30)

OECD

& other high income

(42)

Low &

middle income (63)

SOE (27) Financial transparency and information disclosure

(Per cent)

Financial and operating results 100 100 100 100 100 100

Critical accounting estimates 91 93 93 95 89 89

Type of listing Country income Special Focus

Disclosure items by category

All (105)

Inter- national

listing (70)

Only local listing

(30)

OECD

& other high income

(42)

Low &

middle income (63)

SOE (27) Nature, type and elements of related-party

transactions 86 93 77 90 83 85

Company objectives 79 89 63 88 73 74

Disclosure practices on related party

transactions where control exists* 76 84 67 81 73 78

Rules and procedure governing extraordinary

transactions* 70 81 47 83 60 70

The decision making process for approving

transactions with related parties* 63 76 43 71 57 59

CEO/CFO certification of financial statements* 51 66 27 69 40 44

Impact of alternative accounting decisions 50 56 43 69 37 26

Ownership structure and exercise of control rights (Per cent)

Process for holding annual general meetings 82 90 73 88 78 74

Ownership structure 78 91 57 90 70 70

Changes in shareholdings 76 80 70 81 73 67

Availability and accessibility of meeting agenda 75 83 67 88 67 67

Control structure 74 86 57 81 70 67

Control rights 70 84 47 81 62 48

Rules and procedures governing the acquisition

of corporate control in capital markets* 60 74 37 71 52 48

Control and corresponding equity stake 57 73 27 74 46 41

Anti-takeover measures* 22 27 13 31 16 15

Board and management structure and process (Per cent)

Composition of board of directors (executives

and non-executives) 82 93 67 98 71 74

Role and functions of the board of directors 81 91 67 98 70 70

Governance structures, such as committees and

other mechanisms to prevent conflict of interest 79 91 63 95 68 63

Duties of the directors 78 87 67 95 67 70

Qualifications and biographical information on

board members 77 86 67 88 70 74

Type of listing Country income Special Focus

Disclosure items by category

All (105)

Inter- national

listing (70)

Only local listing

(30)

OECD

& other high income

(42)

Low &

middle income (63)

SOE (27) Composition and function of governance

committee structures 76 89 60 90 67 59

Risk management objectives, system and

activities 75 84 60 93 63 63

Material interests of members of the board and

management 69 77 57 79 62 59

Performance evaluation process 68 79 53 88 54 56

Duration of director's contracts 64 80 37 81 52 41

Maintenance of independence of the board of

directors 64 79 40 83 51 52

Compensation payable clauses in directors`

contracts 63 80 33 79 52 41

Determination and composition of directors`

remuneration 59 71 40 76 48 56

Professional development and training activities 57 63 50 79 43 48

Number of directorships held by the directors 56 67 37 71 46 41

“Checks and balances” mechanisms 53 64 37 71 41 30

Availability and use of advisorship facility

during reporting period 53 64 33 71 41 48

Existence of procedure(s) for addressing

conflicts of interest among board members 50 66 20 57 46 44

Plan of succession 35 46 17 50 25 19

Corporate Responsibility and Compliance (Per cent)

Policy and performance in connection with

environmental and social responsibility 77 79 73 88 70 67

A Code of Ethics for all company employees* 68 84 40 83 57 41

A Code of Ethics for the Board and waivers to

the ethics code* 65 80 40 81 54 41

Mechanisms protecting the rights of

stakeholders in business 65 76 50 71 60 59

Impact of environmental and social responsibility policies on the firm's sustainability

63 66 57 74 56 41

Policy on "whistleblower" protection for all

employees* 41 51 23 57 30 22

Type of listing Country income Special Focus

Disclosure items by category

All (105)

Inter- national

listing (70)

Only local listing

(30)

OECD

& other high income

(42)

Low &

middle income (63)

SOE (27) Auditing

(Per cent)

Internal control systems and their effectiveness 66 80 43 88 51 52

Process for interaction with external auditors 65 79 43 88 49 48

Process for interaction with internal auditors 63 73 50 83 49 44

Process for appointment of external auditors 61 79 30 86 44 44

Board confidence in independence and integrity

of auditors 57 69 40 79 43 33

Process for appointment of internal auditors 53 71 20 79 37 33

Identification of the "financial expert" in the

audit committee* 50 67 20 67 40 33

* New disclosure items included in the 2005 survey.

General overview

As shown in table V.1, the strongest group of disclosure items is Financial Transparency, and the weakest group is Auditing. Generally, the disclosure of internationally listed enterprises is better than the disclosure of only locally listed enterprises, and the disclosure of enterprises from high income countries is better than that of lower income countries. The special focus on SOEs reveals a general weakness in disclosure compared to all the companies in the survey. These general observations are the subject of more detailed analysis in sections 3 to 6 below.

Table V.1 also shows that the average disclosure rate for all enterprises fell below 50 per cent for only three of the disclosure items. These three items (and their respective disclosure category) were: anti-takeover measures (in the ‘ownership structure’ category); policy on whistleblower protection (in the corporate responsibility and compliance category); and succession planning (in the board and management structure and process category). The disclosure item on anti-takeover measures — i.e. for all types of enterprises — was the least prevalent disclosure item in the entire survey. The disclosure item on whistleblower protection was the second least prevalent. Although the average rate of disclosure for this item rises to 57 per cent for both internationally listed enterprises and enterprises from high-income countries, it averages only 30 per cent for enterprises from low- and middle-income countries; this may suggest a practice that has become commonplace in more developed markets but which has not yet spread to all markets. The rate of disclosure for the item 'plan of succession' was also relatively low for all groups of enterprises surveyed, rising at its highest point to 50 per cent for high income countries. A short list of the most prevalent and least prevalent disclosure items is provided in table V.2.

Table V.2. Most prevalent and least prevalent disclosure items (Per cent)

Top 5 most prevalent

disclosure items among all 105 enterprises surveyed

Disclosure Rate

Bottom 5 least prevalent disclosure items among all 105 enterprises surveyed

Disclosure Rate Financial and operating results 100 Identification of the "financial

expert" in the audit committee 50 Critical accounting estimates 91 Impact of alternative accounting

decisions 50

Nature, type and elements of

related-party transactions 86 Policy on "whistleblower"

protection for all employees* 41 Composition of board of directors

(executives and non-executives) 82 Plan of succession 35

Process for holding annual general

meetings 82 Anti-takeover measures* 22

* New disclosure items included in the 2005 survey.

Of the ten new disclosure items added to the 2005 survey, eight are disclosed by more than 50 per cent of enterprises surveyed. Only two of the additional disclosure items (anti-takeover measures; and policy on 'whistleblower' protection) are among the least prevalent disclosure items discussed above. And one of these least prevalent items (whistleblower protection) is disclosed by more than 50 per cent of the internationally listed enterprises or enterprises from high income countries examined in this survey. This indicates that most of the new disclosure items added to the 2005 survey's benchmark, as well as to the updated guidance document ISAR/30, represent relatively widespread existing good practices in corporate governance disclosure.

Another new disclosure item under Financial Transparency, was CEO/CFO certification of financial statements. The results for this item (with over 65 per cent of both high income and internationally listed firms making disclosure on this subject) are interesting given the relative novelty of this disclosure item in corporate governance reporting. Indeed this disclosure item is largely a product of the Sarbanes Oxely Act in the United States, yet it has clearly managed to influence a range of enterprises from around the world.

3. Comparison of disclosure items between internationally listed companies and