Shareholder relations useful links

An open access journal publishing research, literature reviews, and best practice around the subject of sustainable business strategies. Contributing authors explore the role of business in addressing sustainability challenges.

FRC guidance for good practice that listed companies should consider adopting in order to enhance effective shareholder participation when planning and conducting annual general meetings (AGMs) and other general meetings.

This guidance aims to provide practical help to directors on their performance of the section 172 duty - to act, in good faith, in a way that you believe 'would be most likely to promote the success of the company for the benefit of its shareholders as a whole'.

Guidance on corporate governance reporting from the IoD. Highlights the two main points - regard for stakeholders and enforcement.

Guidance designed to help companies and their boards show they have due regard for the stakeholders under section 172 of the Companies Act. Looks at what companies are currently doing and gives framework to help companies stakeholder engagement and how this should be reflected in the annual report.

Guidance commissioned by the 2020 Investor Stewardship Working Party and published by ICSA the Governance Institute, intended to foster good engagement practices covering meetings, dialogue outside of the results season and improving the feedback process.

Guidance from the London Stock Exchange on best practice in investor relations, examining the key principles companies should consider when developing their investor relations strategy. Registration required for download.

Grant Thornton's review of the annual reports of 252of the UK’s FTSE 350 companies. There is a section on Environmental, Social and Governance (ESG)

Annual survey from global investment firm BNY Mellon, highlighting trends in investor relations (registration required for download)

Leading global proxy solicitor, shareholder engagement firm and corporate governance advisors Georgeson publish an annual review of trends from European AGMs covering the following jurisdictions: UK, France, the Netherlands, Germany, Switzerland, Italy and Spain (a separate report is published on Denmark). Each countries entry is divided into three sections: voting; proxy advisers; corporate governance developments.

Run by Mazars in association with five institutional investor groups, the Centre for Audit Committee and Investor Dialogue aims to promote dialogue between audit committees and their shareholders. A regular debrief of their meetings is freely available.