“The Director-Shareholder Engagement Guidebook” from Kingsdale Advisors is a great resource for those companies that have yet to include independent directors in their shareholder engagement program or are seeking to enhance their existing program. The instructive post explains why director-level shareholder engagement is increasingly important; summarizes institutional and activist investor and proxy advisor engagement expectations & objectives; and suggests a series of sound action steps and principles for developing a director-shareholder engagement program that cover all of the core program components – i.e., the who, what, when, where, how and why. Supportive, relevant quotes from directors and investors are sprinkled throughout.
See also these recent reports: “Institutional Investors Identify Priorities for 2019 Proxy Season” and “Institutional Investors Remain Boardroom-Focused,” and numerous additional resources on our Shareholder Engagement, Institutional Investors, and Board Practices pages.
This post first appeared in the weekly Society Alert!