Engagements
Through our Collective Engagement Framework, the Forum engages with company boards to amplify and reinforce the key messages from their shareholders. We act as a trusted facilitator for our Members across three distinct engagement types.
Driving change
Structured collective engagement with company boards focused on delivering specific strategic, governance or capital allocation change. Each Engagement for Outcomes is governed by the Collective Engagement Framework, with clear objectives agreed at outset and reviewed at conclusion.
Building understanding
Engagements designed to develop deeper understanding of a company’s strategy, performance or industry context — informing investment decision-making across the Member community without seeking specific change outcomes.
Launched 2025
A disciplined, high-quality platform for constructive engagement between investors and Non-Executive Directors. Member meetings with Non-Executives can be valuable for investors and efficient for companies — helping investors gain clarity and increase confidence that the Board is fully aware of the focus and nature of investor concerns.
In focus
Launched in 2025 during Chris Kinder’s first full year as CEO, the Board Dialogue Service formalises and extends the Forum’s long-standing facilitation of meetings between Members and company Non-Executive Directors.
The Investor Forum’s Board Dialogue Service provides a disciplined, high-quality platform for constructive engagement. The session they hosted for me on GSK’s investment case had a tailored agenda to meet GSK and investors’ interests, a highly receptive audience, and was a very efficient use of my time.
— Non-Executive Director feedback
Each Board Dialogue Service session has an agenda built around both the Non-Executive’s priorities and Members’ areas of interest in the company.
Sessions convene a curated audience of Member investors with active interest in the company, ensuring substantive and informed dialogue.
One well-organised session enables a Non-Executive to engage with multiple significant shareholders in a single, time-efficient meeting.
The Forum’s executive team facilitates throughout, ensuring sessions remain within the Collective Engagement Framework’s safe, structured environment.
Engagement principles
Every Forum engagement is conducted under principles that ensure constructive dialogue with companies and protect Member interests.
Shareholders have seen value in participating in collective engagement under the auspices of the Forum, and we expect a company to respect the Forum’s role in amplifying shareholder views in pursuit of constructive dialogue.
The Forum actively seeks to avoid obtaining inside information from companies without our prior consent.
The approach is constructive, with the aim of helping the company understand the range of participants’ views and any obstacles to realising the company’s long-term potential.
We seek outcomes that enhance the value of the franchise for the benefit of all stakeholders.
After closing, we report on the engagement at a high level in order to demonstrate our stewardship activity.
Every engagement is designed to deliver tangible outcomes, reviewed against agreed objectives at its conclusion.
2025 Activity
Chris Kinder’s first full year as CEO saw five Engagements for Outcomes and fifteen Engagements for Insight, alongside the launch of the Board Dialogue Service.
2025 case studies
Five completed Engagements for Outcomes during 2025, covering material issues including corporate governance, capital allocation, strategy and transaction oversight.
Collective engagement on transaction oversight and shareholder rights during the takeover process.
Engagement on governance and strategy, supported by a Board Dialogue Service session for Members.
Collective engagement on strategic direction and capital allocation following share price weakness.
Engagement on long-term strategy and capital allocation, supported by significant Member participation.
Collective engagement on strategic options and oversight during the bid period.
Inaugural Board Dialogue Service sessions hosted with Non-Executives across FTSE 100 and FTSE 250 companies — including a session on GSK's investment case.