Evaluating past performance and properly preparing for success at your next annual meeting.
Key learnings from the annual meeting are often never addressed until the following year, ultimately forgotten and likely too late to implement corrective strategies. Alliance Advisors addresses this challenge in a timely, two-phased approach:
- Phase I: We provide an analysis of voting data from NPX filings and other research to identify your complete investor base, determine how your institutional shareholders voted, their voting rationales, and what influenced their decisions.
- Phase II: We then develop and implement a tailored off-season outreach program and communicate with the institutional shareholders. Through this initiative, we gather in-depth knowledge of the governance profiles for your largest shareholders, key drivers of the prior voting decisions, and which proposals met shareholder resistance.
The outcome is a highly actionable set of deliverables for the executive management team and board to consider well ahead of the next annual meeting.
Ensuring effective shareholder engagement