Shareholder Engagement

Engaging with shareholders outside the context of the annual meeting – a period when governance groups at large asset managers are more receptive to deeper discussion of topics on the company’s agenda as well as surfacing other issues of particular interest among investors, such as ESG – is becoming increasingly important to developing and maintaining shareholder confidence in the board, and winning latitude and support for execution of the strategic plan.

Sometimes there is additional leverage by strategically engaging with the proxy advisors such as ISS, which can efficiently influence votes. Our team includes former ISS executives, who provide the insights to improve these recommendations and ultimately increase shareholder support.

SGA can help by: