Forum Home Page [see Broadridge note below]

 The Shareholder ForumTM`

Fair Investor Access

This public program was initiated in collaboration with The Conference Board Task Force on Corporate/Investor Engagement and with Thomson Reuters support of communication technologies. The Forum is providing continuing reports of the issues that concern this program's participants, as summarized  in the January 5, 2015 Forum Report of Conclusions.

"Fair Access" Home Page

"Fair Access" Program Reference


Related Projects 2012-2019

For graphed analyses of company and related industry returns, see

Returns on Corporate Capital

See also analyses of

Shareholder Support Rankings



For a subsequently published summary of the benchmarking survey referenced below, see

For an updated review of Conference Board Task Force plans for reports expected to be published in January 2014, see


Forum Report: Fair Investor Access

Conference Board Resources for "Corporate Governance" Policies

For those of you concerned with "corporate governance" policies, The Conference Board has formally initiated its "Task Force on Corporate/Investor Engagement" to develop recommendations of board responsibility for investor communications. The Task Force plan includes opportunities for public review and comment on governance issues, complementing the Shareholder Forum's focus on the functional processes of corporate responses to investor information requirements.

The following introduction to the Task Force lists the people who will be guiding the project (including two members of the Forum's "Fair Investor Access" Program Panel, Barbara Blackford as its Reporter and Peggy Foran as a Member), and also provides a very useful history of institutional investor evolution over the past fifty years as a foundation for understanding the relationships of fiduciaries:

The Task Force's first public review will be conducted by its Advisory Board this Wednesday, February 27, from 1:30pm to 3:30pm ET, to "examine the current corporate/investor engagement paradigm and to identify the positive elements as well as potential areas to be addressed by the Task Force." Anyone wishing to participate, either in person in New York or online, is invited to register.

The Conference Board has also recently published two reports of definitive research relevant to the issues being addressed by the Task Force:

Please let me know if you have any suggestions for Forum support of the Conference Board's Task Force or other corporate governance projects.

GL – February 25, 2013

Gary Lutin

Chairman, The Shareholder Forum

575 Madison Avenue, New York, New York 10022

Tel: 212-605-0335



This Forum program was 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 purpose of this public Forum's program was 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 was 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 in 2012 in collaboration with The Conference Board and with Thomson Reuters support of communication technologies to address issues and objectives defined by participants in the 2010 "E-Meetings" program relevant to broad public interests in marketplace practices. The website is being maintained to provide continuing reports of the issues addressed in the program, as summarized in the January 5, 2015 Forum Report of Conclusions.

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.