Forum Home Page [see Broadridge note below]

 The Shareholder ForumTM`

Fair Investor Access

See related case examples of

Dell Inc.

investor rights to intrinsic value realization


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

See also 2011-2019 analyses of

Shareholder Support Rankings





To download a printable copy of this report, click here.


Forum Report: Fair Investor Access


Inviting Participation in Conference Board Survey of Board Practices

Matteo Tonello, The Conference Board’s Director of Governance Research, has asked the Shareholder Forum to invite your participation in their 2014 Board Practice Survey, being conducted by The Conference Board jointly with NASDAQ OMX and NYSE Euronext.[1]

If you have board-related responsibilities for an SEC registered company, either as a director or as a general counsel, corporate secretary, or investor relations officer, your responses to the survey will be a valuable contribution to The Conference Board’s definitive reports and benchmarking tools for board practice standards. The Conference Board will reward your participation with free copies of its CEO Succession Practices: 2014 Edition (scheduled for release in April) and your choice any two additional publications from their Publications catalogue, as well as a hard copy of the final survey report when it is released in the fall.

Click here to begin the survey.

Participants in the Forum’s programs – particularly those of you with either corporate or investor responsibilities for capital allocation decisions – will appreciate the importance of The Conference Board’s fifty year research resource as a foundation for understanding the requirements of long term enterprise value. And all of us should appreciate those of you who take the time to contribute to this research.

GL – March 13, 2014

Gary Lutin

Chairman, The Shareholder Forum

575 Madison Avenue, New York, New York 10022

Tel: 212-605-0335



[1] Since 2011 this survey series has also been endorsed by the Harvard Law School Program on Corporate Governance, the National Investor Relations Institute, the Shareholder Forum, and the Stanford University Rock Center for Corporate Governance. For a summary of last year’s report, see February 26, 2013, Matteo Tonello of The Conference Board posting in The Harvard Law School Forum on Corporate Governance and Financial Regulation: "The 2013 Director Compensation and Board Practices Report".


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

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.