“ESG engagement success” from Georgeson is noteworthy for its big picture, user-friendly, portrayal of an effective shareholder engagement process that includes developing a company-specific engagement strategy and priorities; assembling an internal engagement team (which may include external advisors); deliberative preparation; investor outreach; post-engagement assessment/analysis; and follow-up/follow-through. The piece suggests considerations relevant to various aspects of the process.
Access additional resources on our Shareholder Engagement page.
This post first appeared in the weekly Society Alert!