Grid of Shareholder Communication Recommendations

In brief: Preparing for board communications with shareholders includes determining which board members will speak to investors, what topics are appropriate for discussion, when meetings between shareholders and board members should be held, and how to ensure a productive discussion. This matrix compares guidance on shareholder communications from a variety of sources, including the Council of Institutional Investors and NACD, the Business Roundtable, the Yale School of Management, and The Conference Board.

This resource can help your board:

  • Participate in effective discussions with shareholders.
  • Identify appropriate topics for board-shareholder communications.
  • Determine when to engage with shareholders throughout the year.
  • Choose which board members will communicate with shareholders.

Most relevant audiences: Lead directors, board chairs, committee chairs, and general counsels