Insights on the Nature and Outcome From Investors' Coordinated Engagements 2021 | CFA Society UK | 8 December 2021 | Webinar Event

In this panel discussion, speakers will share insights from their analysis on the nature of and outcomes from coordinated engagements by a prominent international network of long-term shareholders cooperating to influence firms on environmental and social issues.

They will discuss their findings which include:

-That a two-tier engagement strategy, combining lead investors with supporting investors, is effective in successfully achieving the stated engagement goals and is followed by improved target performance.
-An investor is more likely to lead the collaborative dialogue when the investor’s stake in and exposure to the target firm are higher, and when the target is domestic.
-Success rates are elevated when lead investors are domestic, and when the investor coalition is capable and influential.
Where recordings are made, these are member benefits that is accessed through the member-only platform, CFA UK Discover.

2021 Speakers

Elroy Dimson
Centre for Endowment Asset Management, Cambridge Judge Business School

Oğuzhan Karakaş
Senior Lecturer in Finance, Cambridge Judge Business School (CJBS)

Dr. Xi Li
Associate Professor of Accounting, London School of Economics