Collective Engagement
Operating the Forum’s Collective Engagement Framework to escalate material issues with the boards of UK companies, delivering both outcomes and insights.
- Engaging for Outcomes
- Engaging for Insight
- Board Dialogue Service
Positioning stewardship at the heart of investment decision-making.
A not-for-profit, practitioner-led membership organisation, established by institutional investors in UK equities. We facilitate dialogue, create long-term solutions, and enhance value across UK capital markets.
Our approach
Three activities. One purpose.
We deliver engagement outcomes using our collective engagement framework, use our convening power to facilitate dialogue, and apply our experience and networks to address problems and create practical outcomes.
Facilitating Dialogue
Bringing together parties from across the investment chain through our curated events programme and the Investor & Issuer Forum.
- Four O’clock Forums
- Roundtables & expert speakers
- Cross-industry initiatives
Stewardship 360
Leading expert Working Groups to address thematic issues, tackle market challenges and enhance understanding across the investment ecosystem.
- S-360 research projects
- Sector-specific work
- Market-structure reform
Latest publications
Sharing stewardship insights and thought leadership.
What stakeholders say
Recognised across the industry.
Senior figures from the UK’s regulators have publicly recognised the role of the Forum’s Collective Engagement Framework in supporting effective stewardship.
Effective stewardship plays a vital role in supporting well-functioning markets. The Investor Forum's updated Collective Engagement Framework sets out an approach to collaborative engagement which should benefit both investors and companies. Practical initiatives like this not only reinforce market integrity but also help protect the interests of beneficial owners.
The new Stewardship Code reinforces the need for investors to engage constructively with investee companies, and one method for achieving this is through collaboration with others. Frameworks such as the one developed by the Investor Forum can help investors collaborate constructively, either for insight or as a means of escalation.
New initiative
Introducing the Investor & Issuer Forum.
The Investor Forum has launched the Investor & Issuer Forum (I&IF) — an inclusive platform for investors and issuers, harnessing their combined power to enhance the effectiveness of UK markets. Co-created with asset owners, asset managers and listed companies to navigate complexity and support sustainable long-term value.