Building an Effective Fall Engagement Program: Outreach to Investor Stewardship Teams
Wednesday, December 9, 2020 | 3:30PM
- 4:20PM | Room:
|
Concurrent Session
As investors are increasingly showing their power through their proxy vote, it is very important for Investor Relations professionals and companies to develop relationships with and reach out to the Stewardship teams of the large institutions during the “off-season” (non-proxy voting season).
A large part of investor outreach has transformed into the Fall Engagement which are conference calls (usually not face to face) between companies and proxy advisors and stewardship teams of the “Big 3” (BlackRock, Vanguard and State Street) and the “Active 6” (Fidelity, Dimensional, T.Rowe, JP Morgan, Franklin Templeton and Capital Group’s American Funds). The stewardship and governance teams focus on different information and have different engagement needs than a portfolio manager of an actively managed fund. Each institution has its own process of how, when and who should be contacted either via email or portal.
Learning Objectives:
- Gain insight on how to plan and execute a best-in-class Fall Engagement outreach program for your company
- Learn how to manage all parts of the process internally and externally, and improve communications to address concerns with the teams that will vote your proxy, ensuring a seamless successful proxy season with a positive vote