More ‘Reverse Roadshows’ with the Investor Forum
The Investor Forum are hosting their second showcase, this time featuring Large Global Active Investment Firms.
Building on the success of the first Showcase, The Investor Forum are hosting their second showcase, which will take place on 12th March.
In this “reverse roadshow” you will have an opportunity to hear directly from three large global active investment firms. These Investor Forum members will share insights on their structure, their investment approaches (relevant to UK issuers), and their key stewardship priorities.
Agenda: 12th March 2025
12.30 – 12.55 – Capital Group International (Richard Whitaker – ESG Senior Stewardship Manager)
12.55 – 13.20 – Fidelity International (Matthew Roberts – Associate Director, Stewardship)
13.20 – 13.45 – T. Rowe Price (Maria Drew – Director of RI Research & Yijiang Wang - Corporate Governance Analyst)
Key Highlights:
• Overarching Insights: Each institution will host a 20 minute session to showcase their priorities, including ESG integration, voting policies, diversity goals, and net zero targets, followed by 5 minutes of curated Q&A.
• Flexible Access: Companies can sign up for the most relevant sessions and access recordings for future reference.
• Improved Dialogue: Opportunity to gain a clearer understanding of investor expectations to make your future interactions more effective and impactful.
Sign up if you are a corporate representative striving to understand the answers to these critical questions:
• How are key decisions on UK equity investments made?
• What’s the best way to engage with these investors on AGM decisions, voting policies, and understanding their voting rationale?
• How do investors use proxy voting advisors and ESG ratings?
• How are regulatory changes and evolving client priorities shaping investor strategies and their approach to corporate engagement?
• How can you effectively share your company’s story, address potential misunderstandings, and gain meaningful feedback from investors?
Register here to receive joining instructions (or to enable you to access the recordings on-demand if you are unable to join live).
Published 27 February, 2025