October 24, 2022, Forum Report: "Investor Analysis of Enterprise Sustainability"

The Shareholder Forum^TM`

Fair Investor Access

This public program was initiated in collaboration with The Conference Board Task Force on Corporate/Investor Engagement and with Thomson Reuters support of communication technologies. The Forum is providing continuing reports of the issues that concern this program's participants, as summarized in the January 5, 2015 Forum Report of Conclusions.

For a recording provided by Reuters Events of the November 2, 2022, panel discussion, click here.

To download a printable copy of this report, click here.

Forum Report: Fair Investor Access

Sustainability Reporting & Communications

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Reuters News & Medi a

Investor Analysis of Enterprise Sustainability

With the guidance of Forum participants who had offered advice responding to previously reported plans[1] for our support of a panel addressing investor interests in next week’s Reuters event for professionals concerned with “Sustainability Reporting & Communications,” our proposed discussion has now been scheduled as the “Closing Keynote” panel of the agenda:

Closing Keynote: What Investors Need for Informed Decisions About Your Company’s Sustainability

Recognized authorities on professional investment analysis and the corporate management of investor communications will explain current practices and answer attendee questions about what information investors need to responsibly evaluate the sustainability of an enterprise, and how corporate managers can effectively deliver that information to the investors who ultimately decide how and by whom your company is managed.

• Matt Orsagh, CFA, CIPM, Direct Access Advisor, The Shareholder Forum; 2005-2022 Senior Director of Capital Markets Policy, CFA Institute
• Liz Zale, Global Co-Head Of Corporate Reputation And Leadership Practice, FGS Global

Any questions that you wish to suggest for the panelists’ consideration will be welcomed.

You or any interested colleagues are of course encouraged to consider attending the event, which is being conducted the two days of November 1-2 in New York City.[2]

GL – October 24, 2022

Gary Lutin

Chairman, The Shareholder Forum

[1] See September 7, 2022, Forum Report: Inviting Views of Information Needed by Investors for Decisions About the Sustainable Use of Their Capital.

[2] For details of the event, including registration information, see: https://events.reutersevents.com/sustainable-business/reporting-usa

This Forum program was open, free of charge, to anyone concerned with investor interests in the development of marketplace standards for expanded access to information for securities valuation and shareholder voting decisions. As stated in the posted Conditions of Participation, the purpose of this public Forum's program was to provide decision-makers with access to information and a free exchange of views on the issues presented in the program's Forum Summary. Each participant was expected to make independent use of information obtained through the Forum, subject to the privacy rights of other participants. It is a Forum rule that participants will not be identified or quoted without their explicit permission.

This Forum program was initiated in 2012 in collaboration with The Conference Board and with Thomson Reuters support of communication technologies to address issues and objectives defined by participants in the 2010 "E-Meetings" program relevant to broad public interests in marketplace practices. The website is being maintained to provide continuing reports of the issues addressed in the program, as summarized in the January 5, 2015 Forum Report of Conclusions.

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