Board-Shareholder Engagement

Because today’s shareholders expect more direct engagement with boards, boards must determine how to communicate with shareholders. This resource center contains material to develop appropriate protocols for board-shareholder communications and promote effective relationships with investors.

Thought Leadership & Research

Board-shareholder engagement in the new investor environment Blue ribbon commission, Fit for the future: An urgent imperative for board leadership The “who, what, when, and how” of board-shareholder communications Engaging with investors on oversight of long-term strategy Benchmarking data on investor engagement Director-investor dialogue on building a strategic-asset board NACD Director FAQ memo on Regulation Fair Disclosure How institutional investors use proxy advisory firms

Expert Commentary

What is your company's engagement strategy? Talking about climate change to get investors to listen Engaging investors for long-term value creation Director shareholder engagement guidebook Social media is changing shareholder engagement The art of shareholder communications

Advisory Services

NACD's in-boardroom education programs help boards continuously deliver value

Boardroom Tools & Templates

Investor expectations of board leaders HSBC Holdings shareholder communications policy Guidelines for preparing for discussions with shareholders Director tip sheet: Discussing boardroom diversity with major shareholders Key players in shareholder communications and topics of discussion Required SEC filings

Upcoming Events

Master Class Director Professionalism® Leading Minds of Governance–East (Dec. 4, 2019, in New York, NY)

Institutional Investor & Pension Fund Guidelines and Priorities

State Street stewardship activity report Blackrock's global corporate governance guidelines & engagement principles T. Rowe Price engagement policy California State Teachers’ Retirement System (CalSTRS) corporate governance overview California Public Employees’ Retirement System (CalPERS) governance & sustainability principles New York City office of the comptroller Larry Fink, BlackRock CEO, annual letter to CEOs

Videos and Webinars

Disclosure effectiveness and shareholder engagement in the digital era The Strategic-Asset General Counsel webinar series: Shareholder engagement