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Professional praise and perspectives on recommendations for "shareholder engagement"


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


Source:, 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



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