Highlighting key insights from The Investor Forum CIC's recent research report: 'Bridging the Gaps between Companies & Investors: Shaping Tomorrow’s Dialogues', which consolidates the findings from our six months of discussions with investors and companies and sets out a basis for enriched dialogue and focused engagement.
1. Clearing the Path for Strategic Conversations
Companies and Investors have strong relationships, but these relationships need to evolve to address the increasing complexity. As the dynamics evolve there is a need to bolster and expand the core relationships across both companies and investment institutions to pave the way for positive, multi-faceted conversations that focus on value creation.
2. Co-Creating an Effective Model for Stewardship
To navigate the evolving investment landscape and address, the at times, overwhelming plethora of initiatives, it is imperative that Asset Owners, Asset Managers, Companies and Regulators collaborate beyond their respective stakeholder group. By co-creating a model of stewardship and engagement, stakeholders can contribute to a more vibrant UK market.
3. Establishing a Common Understanding
The cornerstone of resilient partnerships between investors and companies is effective dialogue that establishes a common understanding. Listening attentively is paramount to achieving this understanding – it enables us to transcend individual interests and lay the groundwork for valuable interactions.
4. Busting Myths About the Investor-Company Relationship
There are a surprising number of unresolved misperceptions and misunderstandings that need debunking – from the role of proxy agents and voting decision-making to the debate on remuneration and the impact of ESG. These misunderstandings are eroding confidence and undermining relationships.
5. Focusing on Meaningful and Relevant Dialogue
The evolving dynamics of relationships and interactions across various stakeholder groups reveal a spectrum of maturity and intensity. Some are well-established and intense, while others are nascent and less frequent. It is critical to prioritise meaningful and relevant dialogues which drive progress and understanding, irrespective of their maturity level or frequency.
The full paper can be downloaded here https://lnkd.in/efWPdayw or get in touch if you want to find out more.
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Client Relations Director
2moGood to see you here Sarah Thompson you are brilliant 🤩