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

Here’s my Final Four: Michigan over Virginia in the Final; Wisconsin & Kansas round it out. Just love this GIF of Ben McLemore dancing in the locker room last year…

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

Here’s an interesting blog about investors engaging other investors…

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