White Papers

Collective Engagement: An Essential Stewardship Capability

November 2019

In this paper we categorise 12 different forms of engagement activity; identify 6 critical success factors that lie behind effective engagement; explore how the success factors and categories of engagement combine to deliver effective engagement; and highlight the valuable role of collective engagement.

This file is for Members

This content is available to Members of the Investor Forum. If you're a member, sign in to view it.

Related publications

White Papers

Engaging with Investors During Takeover Situations

This paper reflects discussions with a working group of Investor Forum members who have been involved in a number of takeover situations in recent years and were keen to share thoughts and perspectives as to how outcomes for long term shareholders might be enhanced. This group has identified a recurring pattern of takeover engagement that is often too limited, too late, and too constrained by an overly cautious interpretation of the Takeover Code.

White Papers

Reframing the Narrative on the UK Market

This paper, produced in conjunction with the Investor Forum membership, seeks to contribute the institutional investor voice to the improving sentiment currently building towards the UK equity market and act as a constructive counter-narrative to some of the negativity that has emerged over recent years.

White Papers

The Stewardship of Share Buybacks

In the following pages, we provide questions that shareholders can use in their engagement with boards to gain insight into the decision-making and oversight processes, and questions that boards can use to challenge themselves to gain confidence that they are acting in the best interests of the company in the choices they make.