The Shareholder Forum™

supporting investor access to decision-making information

Forum Home Page

SEC Support

of

New Communication Processes
  

The Shareholder ForumTM acts as an independent, non-partisan moderator of programs to provide both investor and corporate participants with access to information and free exchanges of views relating to shareholder capital commitment and voting decisions.

Initiated in 1999 by the New York Society of Security Analysts to address the professional interests of its members and to serve a public education purpose, the Shareholder Forum has continued since 2001 under independent management with conditions of participation that support the fair and open resolution of issues. Participation in programs is free to all investors as well as to corporate managers and others concerned with their interests.

Whether addressing a company-specific decision or a broadly applicable marketplace practice of public interest, all Shareholder Forum programs are pragmatically focused on defined issues that are relevant to investor decisions. Requests for a program can be initiated by any investor or corporate manager, and will be considered based on an issue’s importance to objectives of long-term wealth creation.

 

 

 

Forum Survey Reports

December 14, 2009

Investor Voting Criteria

for Compensation Issues

October 6, 2010

Investor Communication Priorities

for Voting Decisions

 

 

Public Interest Programs

Electronic Participation

in

Shareholder Meetings

Developing marketplace standards

for the fair and orderly conduct

of shareholder meetings that allow

electronic participation

See also previous public interest program addressing related communication issues:

Reconsidering

"Say on Pay" Proposals

New Program

starting May 2012

Fair Investor Access

Addressing questions about the fair use

of new communication technologies for

improved investor access

to decision-making information

Applying the marketplace standards

established by the Shareholder Forum's

2010 "E-Meetings" program

 
   

 

 

 

Company-Specific

Investor Decisions

 

Archive of Publicly Open Programs

Since 1999

 

 

 

 

 

 

 

Inquiries, requests to be included in email distribution lists, and suggestions of new Forum subjects may be addressed to inquiry@shareholderforum.com.

It is the policy of Forum programs to be open to all shareholders of a subject company and to any fiduciaries or professionals concerned with their decisions, according to the Forum’s stated "Conditions of Participation." In all cases, each participant is expected to make independent use of information obtained through the Forum, and participation is considered private unless the party specifically authorizes identification.

The information provided to Forum participants is intended for their private reference, and permission has not been granted for the republishing of any copyrighted material. The material presented on this web site is the responsibility of Gary Lutin, as chairman of the Shareholder Forum.