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FP for IR Magazine: Leveraging IR to win the proxy vote of passive investors

Topic: Thought Leadership Investor Relations Proxy
Feb 28, 2016 3:38:00 PM

Moira Conlon writes for IR Magazine: "The proxy statement may be the only investor communication document passive investors will read and is therefore one of the few opportunities to communicate directly with this important audience."

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Index funds control 20 percent of total equity mutual fund assets in the US, which makes them a powerful block of voters at proxy time. While they are passive investors, they are active voters, and that can create a dilemma for companies with a significant percentage of index fund investors. This gives rise to the frequent question: how can we influence these passive investors that are essentially immune to IR communications efforts yet have the power to vote large blocks of our stock?...

 


About the author:

Moira Conlon is the Founder & CEO of Financial Profiles, where she is responsible for the firm's operations and growth. operations and growth. She leads teams and client engagements, sharing her vast 30 years of experience as an investor and strategic communications advisor and as an investment banker earlier in her career at Merrill Lynch. Moira has provided counsel to management, boards and communications executives of hundreds of public and private companies in many industries. She has expertise in investor relations, media relations, transactions, crisis communications, and corporate governance.

Topics from this blog: Thought Leadership Investor Relations Proxy