Exceed investor expectations through effective engagement
To communicate your company’s ESG story and achievements while meeting investor expectations, you need effective investor engagement. Whether you’re hosting roadshows, investor days, issue-specific multi-stakeholder discussions or one-on-one engagements with investors or proxy advisors, you need to be transparent, accountable and prepared in order to build credibility with investors and gain support when it comes to voting.
Before beginning an engagement program, companies need to:
Understand their investors’ specific ESG priorities
What issues are driving voting decisions? Do they have specific disclosure expectations? What initiatives do they support? Do they utilize a proprietary ESG rating system to assess and prioritize engagement?
Know what they might ask
How are you approaching workforce diversity? What’s the board’s role in oversight of key ESG matters?
Prepare to showcase the company’s achievements
What progress has my company made on ESG initiatives?
Demonstrate transparency and accountability to your investors by actively engaging on ESG topics
Thoughtful preparation is vital to having productive conversations. Georgeson can help. Georgeson has the extensive experience and network of resources to ensure your investor and proxy advisor engagements are productive and successful. The right engagement offers you a heightened understanding of ESG expectations and proxy voting policies as well as an opportunity to build credibility with investors.
With Georgeson’s ESG advisory team by your side, we will help you:
Develop your engagement strategy and agenda
Gain a better understanding of investors’ ESG expectations and viewpoints
Design impactful cross-channel communications to effectively engage your investors
Prepare for possible investor questions on ESG topics
Manage the engagement process, with in-depth insights and details about your investors
Ensure nothing vital is missed or misunderstood with comprehensive notetaking assistance (where possible)
ESG engagement success
To communicate your company’s ESG story and achievements while meeting investor expectations, you need effective investor engagement.
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