Corporate Stewardship

AGMs – Best practice needs to evolve

There needs to be a review of the guidance on company AGMs. In these difficult and uncertain times it is vitally important that companies continue to engage with investors, that they keep them up to date with events and foster their support and commitment. Never has the importance of the AGM been so high. It is now a month since the current lockdown due to Covid-19 was introduced. This has coincided with a particularly busy period in the annual reporting season with ...
Post Date: April 27, 2020 Read more

Are Your Investee Companies Engaging Properly During This Crisis?

  PIWorld and Alma PR are conducting a survey of shareholder views on how companies are engaging with their shareholders during the dislocation caused by the Covid-19 pandemic. The results of this survey will be valuable in demonstrating to companies what their shareholders expect of them at this difficult time. The survey does not identify you or capture any data about you - only your views on this subject. It takes 2-3 minutes to complete. The more responses that are received the more influential ...
Post Date: April 24, 2020 Read more

White Paper idea re Financial Debt

This is a complex area. It would be good to hear your views and ideas. Please add them via the comments box below this blog. I was chatting on...
Post Date: March 19, 2020 Read more

AGMs and impact of Covid-19

By Cliff Weight, ShareSoc Director This is a complex area. It would be good to hear your views and ideas. Please add them via the comments box below this...
Post Date: March 18, 2020 Read more

Rio Tinto and Climate Change: Not just an NGO issue

For the AGM of Rio Tinto Ltd in Australia in May, a shareholder resolution has been tabled to: request that the company, in subsequent annual reporting, disclose short, medium...
Post Date: February 9, 2020 Read more

ShareSoc Campaign has Successful Outcome at Albion

ShareSoc is pleased with the outcome of this consultation with shareholders following the shareholders 30% vote against the fee proposal at the General Meeting in August 2019. This shows:...
Post Date: February 6, 2020 Read more

Retail Shareholder Participation in Voting – US study

Cliff Weight, ShareSoc Director reviews Retail Shareholder Participation in the Proxy Process: Monitoring, Engagement, and Voting: Working Paper N° 637/2019 November 2019: By Alon Brav, Matthew D. Cain, Jonathon Zytnick This...
Post Date: November 21, 2019 Read more

GB Group, Patisserie Holdings, FRC Stewardship Code and Halma

The stock market seems to be in limbo as business waits to see the outcome of Brexit politics. In my portfolio, small cap companies are drifting down and even...
Post Date: October 27, 2019 Read more

Woodford Equity Income Fund Suspension – Analysis and Solutions

The business media is awash with analysis and comment on the closure of the Woodford Equity Income Fund to redemptions – meaning investors cannot take their money out, much to their dismay. I write as an innocent bystander as I have never held any of the Woodford managed funds. But I have not been totally unaffected by the problem of investors taking their money out, which has led to the suspension, because it has resulted in Woodford needing to sell some of ...
Post Date: June 5, 2019 Read more

PwC Event: Environmental Reporting – 22 May 2019

Those members interested in the environment and its impact on your investing (and vice versa!) may wish to attend this seminar being run by PwC. Environmental Reporting - 22nd May at PwC, 7 More London starting at 3.30 p.m. Following the earlier circular advising you to 'Save the Date', further details are attached below about the PwC event on Environmental Reporting. No one can have failed to notice that in recent months environmental issues have been in the news. This promises to be ...
Post Date: May 12, 2019 Read more