Governance Playbook ‘Your AGM, your investors, your engagement: Bringing them together for a successful governance program,’ sponsored by BetaNXT, offers corporate secretaries and other governance professionals practical guidance from experts on how to successfully combine your company’s year-round shareholder engagement, shareholder data, AGM and elements such as the proxy statement. It includes helpful, actionable insights from the in-house, investor and advisory sides in areas such as best practices for hosting AGMs, including details from award-winning meetings.
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Key findings include:
- Data is becoming a more important part of the AGM process. Companies can review and analyze data year-on-year to help understand where they are seeing a lot of participation based on a certain demographic. They can also look at historical data to get insight into where votes may fall around, say, a shareholder proposal or proxy contest
- AI is changing how companies can use shareholder data, including making it easier to correlate different data sources in a way that is easier to make sense of
- The success of the AGM is not just about the meeting but also about how the company listens to and engages with its shareholders year-round, both in person and through channels such as the proxy statement
- For a growing number of companies, preparation for the AGM starts the previous fall, when members of their governance and other in-house teams meet with major institutional investors. This is part of a year-round engagement program
- Regardless of the AGM’s format, good governance – and good shareholder relations – requires there to be open and fair access to ask questions before and during the meeting.
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