The Path To Inclusive Investor Engagement
A Roadmap for Mutual Benefit
The white paper highlights the need for greater engagement between companies and their retail shareholders.
Investor inclusion involves shifting traditional investor relations mindset of company engagement being solely focused on the largest institutional shareholders to including all investors, particularly individuals, in engagement programs, such as the quarterly investor road show. More tangibly, this involves applying new and existing tech to communicate with and facilitate participation by all investors in corporate events, such as proxy voting and AGMs where hybrid participation – in-person and live-stream – should always be available.
The white paper highlights the need for greater engagement between companies and their retail shareholders. It is a must-read for anyone interested in improving corporate governance, stewardship and overall understanding of today’s diverse investors.
Please also join our mission to drive positive change and learn how you can support the white paper here.
'Art and the City' programme
TEA invites you to the informal launch of our ‘Art and the City’ programme, spearheaded by our Artist Ambassador Emmeline, as part of our commitment to intergenerational and cross-industry collaboration. TEA’s mission to bring art together with the finance world will foreground this event, a hybrid musical extravaganza and panel session, with financial experts providing advice for artists, and networking for all. We hope to create a unique environment of music and conversation, an event for both artists and city-workers
Thanks for your support
With corporate and institutional participation being essential to the realisation of inclusive investor engagement, throughout the preparation of our white paper, we contacted around 150 individuals from UK PLCs, corporate advisers, institutional investors, sustainable fintech firms, academic institutions, and impact organisations. Roles represented include board chairs, directors, CEOs, company secretaries, and investor relations officers. We sincerely thank the said individuals for their honest views and opinions, time, and consideration of this matter.
We extend the same thanks to the ESG, corporate governance and stewardship offices of the Financial Conduct Authority and the Financial Reporting Council, as well as to the Chief Executives of the Pensions Lifetime Savings Association and Association of Investment Companies, and the Executive Director of the Investor Forum for their impartial views and fair and informed lines of questioning.
We don't need to wait for new legislation to affect change. Let's start now.
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