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.

Prepare your Board for Engagement

Best Practices in Shareholder Activism What is Your Company’s Engagement Strategy? Director-Shareholder Engagement Guidebook (Harvard Law School Forum on Corporate Governance) Director Essentials: Preparing the Board for Shareholder Activism Benchmarking Data on Investor Engagement Board-Shareholder Engagement in the New Investor Environment Director-Investor Dialogue on Building a Strategic-Asset Board NACD Director FAQ Memo on Regulation Fair Disclosure Guidelines for Preparing for Discussions with Shareholders

Understand Investors and Pension Funds’ Priorities

Investor Expectations of Board Leaders How Institutional Investors Use Proxy Advisory Firms Global Corporate Governance Guidelines & Engagement Principles (BlackRock) Stewardship Activity Report (State Street Global Advisors) Engagement Policy (T. Rowe Price) Corporate Governance Overview (CalSTRS) Governance & Sustainability Principles (CalPERS) Corporate Governance Principles (NYC Comptroller's Office)

Videos and Webinars

Disclosure Effectiveness and Shareholder Engagement in the Digital Era The Strategic-Asset General Counsel Webinar Series: Shareholder Engagement

Topic-Driven Engagement                                             

Talking About Climate Change to Get Investors to Listen Discussing Boardroom Diversity with Major Shareholders How to Engage Investors for Long-Term Value Creation Engaging with Investors on Oversight oof Long-Term Strategy

Events

Director Professionalism® Fit for the Future Global Board Leaders’ Summit Master Class