Forum Home Page [see Broadridge note below]

 The Shareholder ForumTM`

Fair Investor Access

See related case examples of

Dell Inc.

appraisal rights for intrinsic value realization

and

Walgreen Co.

stock buyback policies

"Fair Access" Home Page

"Fair Access" Program Reference

For graphs of specific company and related industry returns, see

Returns on Corporate Capital

For graphs of specific company voting for the past 5 years, see

Shareholder Support Rankings

 

 

 

Forum distribution:

Professional praise and perspectives on recommendations for "shareholder engagement"

 

For previous reports of the "engagement" recommendations summarized below, see

 

Source: TheCorporateCounsel.net, March 20, 2014 posting and video

March 20, 2014


Shareholder Engagement, Shareholder Engagement, Shar...

Over the last few weeks, there has been a sudden influx of groups issuing guidelines on shareholder engagement practices. A few weeks ago, I blogged about the new SDX protocol - and now we have a group of three documents from The Conference Board Governance Center:

- Task Force Recommendations
- Guidelines for Engagement
- White Paper

Our "Shareholder Engagement Checklists"

Some good stuff in those new documents. And we do have a lot of good practical stuff in our own "Shareholder Engagement Checklists":

- Shareholder Engagement - Committees
- Shareholder Engagement - Considerations
- Shareholder Engagement - M&A Announcements
- Shareholder Engagement - Policies

10 Silly Ways Towards Better Shareholder Engagement

But maybe the best shareholder engagement advice you can get is in this 90-second video:

 

- Broc Romanek

Posted by broc at 7:33 AM

 

 

 

This Forum program is open, free of charge, to anyone concerned with investor interests in the development of marketplace standards for expanded access to information for securities valuation and shareholder voting decisions. As stated in the posted Conditions of Participation, the Forum's purpose is to provide decision-makers with access to information and a free exchange of views on the issues presented in the program's Forum Summary. Each participant is expected to make independent use of information obtained through the Forum, subject to the privacy rights of other participants.  It is a Forum rule that participants will not be identified or quoted without their explicit permission.

This Forum program was initiated to address issues and objectives defined by participants in the 2010 "E-Meetings" program relevant to broad public interests in marketplace practices, rather than investor decisions relating to only a single company. The Forum may therefore invite program support of several companies that can provide both expertise and examples of leadership relating to the issues being addressed.

Inquiries about this Forum program and requests to be included in its distribution list may be addressed to access@shareholderforum.com.

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.

Shareholder Forum™ is a trademark owned by The Shareholder Forum, Inc., for the programs conducted since 1999 to support investor access to decision-making information. It should be noted that we have no responsibility for the services that Broadridge Financial Solutions, Inc., introduced for review in the Forum's 2010 "E-Meetings" program and has since been offering with the “Shareholder Forum” name, and we have asked Broadridge to use a different name that does not suggest our support or endorsement.