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Electronic Participation in Shareholder Meetings

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Forum Report: Electronic Participation in Shareholder Meetings


Inviting Views of Investor Information Requirements

Please take a few minutes to offer your anonymous views about what information companies should be providing for your investment decisions during the next year.

It will be important for us to understand what information is useful, and under what circumstances, as a foundation for considering communication processes in the current “E-Meetings” program. We learned from an investor survey conducted last year as part of our “Say on Pay” program that most investors have a strong preference for direct company sources of information. (See the December 2009 survey report for details.) Based on that, we need a more detailed definition of what you want a company to present, when you want it, and in what form.

The survey questionnaire can be reached by this link for Forum participants:

Results of the survey will of course be reported to all Forum participants. It should be noted that we are conducting this survey with a similar wide sampling of marketplace investors as in last year’s survey for the “Say on Pay” program, so we will again be able to compare those broad results with the responses of Forum participants who have been more actively following the issues. All the responses will be anonymous, including yours, but we are using different web site links for each group’s access to the questionnaire so that we can analyze each group separately.

As always, your guidance will be appreciated.


GL – August 19, 2010


Gary Lutin

Chairman, The Shareholder Forum

c/o Lutin & Company

575 Madison Avenue, 10th Floor

New York, New York 10022

Tel: 212-605-0335





This Forum program is open, free of charge, to anyone concerned with investor interests in the development of standards for conducting shareholder meetings with electronic participation. 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.

The organization of this Forum program was encouraged by Walden Asset Management, and is proceeding with the invited leadership support of Broadridge Financial Solutions, Inc. and Intel Corporation to address issues 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.