October 7, 2024, Forum Report: "Inviting Proposed Methods to Support Shareholder Voting"

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Forum Report: Fair Investor Access

Shareholder Voting


Inviting Proposed Methods to Support Shareholder Voting

by Owners of Capital

Two observations have become clear in the widely reported projects of several major fund managers to allow their investors – the ultimate owners of the capital – to determine proxy voting choices for their corporate stock holdings:[1]

1.  The interests and efforts of these fund managers have encouraged the development of both effective technologies and sources of required advisory services that can now reliably support the engagement of a fund’s individual investors in voting decisions.

2.   Very few of the investors in these funds care enough about how their stock holdings are voted to bother providing their instructions.

Forum participants interested in addressing the apparently unanticipated but not entirely surprising challenge of engaging individual investors in decisions about the use of their capital are encouraged to offer their views and any practical suggestions. Although there are no plans to establish a formal Shareholder Forum program to address this specific element of our long and continuing attentions to “retail” engagement,[2] I will report views either with or without identified attribution according to participant direction, following Forum privacy policies.

GL – October 7, 2024

Gary Lutin

Chairman, The Shareholder Forum

590 Madison Avenue, New York, New York 10022

Tel: 212-605-0335

Email: gl@shareholderforum.com