Investor Update

Merry Christmas to our friends, clients and partners

Celebrating a Truly Effective Partnership In the business world, it's no secret that many partnerships often fall short of expectations, serving more as publicity stunts than genuine collaborations. However, our partnership with Okapi Partners stands out as a shining example of what true collaboration looks like. Together, Investor Update and Okapi Partners have consistently delivered exceptional results through our joint projects. This success is a testament to our shared vision, dedication, and hard work. A special thank you to Pat McHugh for his recent visit to London, further demonstrating Okapi's unwavering commitment to our partnership. Your presence and insights have been invaluable. Here's to many more successful ventures together! #Partnerships #Collaboration #BusinessSuccess #InvestorUpdate #OkapiPartners

A big thank you to the Italian IR Society (AIR) for hosting this webinar on ESG passive funds flows in the MIB, presented by Andrew Archer, Head of Advisory & Sustainability at Investor Update

Ieri, 20 giugno 2024, si è tenuto l’evento "ESG In the Banking Sector: an Investor Perspective" . Organizzata da Arwin & Partners in collaborazione con Investor Update la tavola rotonda e’ stata ospitata nella sede milanese di CBA. I relatori, Angelo Rocco Bonissoni, Giovanni Radicella, Paola Sabbione e Dominic Watt, moderati da Mara MILANI e Piero Munari, hanno esposto, ad una platea di IRO e IRM delle maggiori banche italiane, il punto di vista degli investitori sull’importanza degli investimenti ESG e sull’efficacia di una corretta comunicazione finanziaria. L’evento ha rappresentato un importante momento di confronto tra rappresentanti del mondo bancario e investitori. #ESG #investorrelations #IRO #IRM #bankingsector #sustainability #sustainableinvestments

I am thrilled to report a dramatic resurgence in the ESG investment asset class, presenting significant challenges and opportunities for C-Suites and Investor Relations teams everywhere. To maximise the substantial ESG investor inflows, companies ambitious for ESG excellence need to understand what is driving this growth. This article examines the virtuous circle of growth and expansion in ESG that is set to accelerate over the coming quarters and years. Themes covered in the article include: 1. ESG Funds Resume Growth Path 2. Outperformance Driving Inflows 3. Regulatory and Market Drivers Align 4. The Future of ESG Investing 5. Accessing the Largest & Fastest-Growing Pools of ESG Capital https://lnkd.in/dbe_X5vv #ESGInvesting #SustainableInvesting #ESG #ESGBenchmarking

Leveraging Shareholder Insights: Key to Successful AGM Preparation As companies gear up for their Annual General Meetings (AGMs), meticulous preparation becomes paramount. While AGMs serve as a critical platform for engaging with shareholders and making pivotal decisions, their effectiveness hinges significantly on understanding the shareholder landscape. Indeed, knowing who your shareholders are can fundamentally shape the preparation process and ultimately influence the outcome of the meeting. Here’s why: 1. Proactive Engagement: Identifying your shareholders enables proactive engagement before the AGM. By reaching out to key stakeholders in advance, companies can provide relevant information, address any concerns, and encourage participation. Proactive engagement not only ensures a well-informed shareholder base but also minimizes surprises during the AGM. 2. Proxy Solicitation: Proxy voting plays a pivotal role in AGMs, especially when shareholders cannot attend in person. Understanding your shareholders allows you to effectively solicit proxies, ensuring that their voting rights are exercised in line with their interests. By providing clear guidance and relevant materials, companies can empower shareholders to make informed decisions through their proxies. 3. Agenda Alignment: AGM agendas typically cover a range of topics, from financial reports to board elections and strategic initiatives. Knowledge of shareholder priorities can help align the agenda with their interests, ensuring that the meeting addresses key concerns and focuses on matters of significance. This enhances shareholder engagement and fosters a sense of inclusivity and transparency. 4. Risk Mitigation: AGMs can sometimes become contentious or attract activist shareholders in today's dynamic business environment. Understanding the shareholder landscape allows companies to anticipate potential risks and proactively mitigate them. Whether it's preparing responses to challenging questions or addressing dissenting views, effective preparation minimises disruptions and ensures a smooth AGM experience. 5. Strategic Insights: Beyond AGM preparation, knowing your shareholders provides valuable strategic insights. By analysing shareholder profiles and ownership trends, companies can gain a deeper understanding of market perceptions, identify potential allies or adversaries, and tailor their long-term strategies accordingly. This proactive approach to shareholder management can drive value creation and enhance corporate performance over time. Investor Update and Okapi Partners are committed to helping our clients cultivate meaningful relationships with their shareholders, ensuring constructive dialogue, and encouraging voter participation. [https://lnkd.in/dv2HZygk] [https://lnkd.in/dCHwS2KG] #ShareholderIdentification #AGM #ShareholderEngagement #CorporateGovernance #ProxyVoting #Transparency #StakeholderRelations

I’m happy to share that I’ve started my program at Saiid Business School, University of Oxford!

Leveraging Shareholder Insights: Key to Successful AGM Preparation As companies gear up for their Annual General Meetings (AGMs), meticulous preparation becomes paramount. While AGMs serve as a critical platform for engaging with shareholders and making pivotal decisions, their effectiveness hinges significantly on understanding the shareholder landscape. Indeed, knowing who your shareholders are can fundamentally shape the preparation process and ultimately influence the outcome of the meeting. Here’s why: 1. Proactive Engagement: Identifying your shareholders enables proactive engagement before the AGM. By reaching out to key stakeholders in advance, companies can provide relevant information, address any concerns, and encourage participation. Proactive engagement not only ensures a well-informed shareholder base but also minimizes surprises during the AGM. 2. Proxy Solicitation: Proxy voting plays a pivotal role in AGMs, especially when shareholders cannot attend in person. Understanding your shareholders allows you to effectively solicit proxies, ensuring that their voting rights are exercised in line with their interests. By providing clear guidance and relevant materials, companies can empower shareholders to make informed decisions through their proxies. 3. Agenda Alignment: AGM agendas typically cover a range of topics, from financial reports to board elections and strategic initiatives. Knowledge of shareholder priorities can help align the agenda with their interests, ensuring that the meeting addresses key concerns and focuses on matters of significance. This enhances shareholder engagement and fosters a sense of inclusivity and transparency. 4. Risk Mitigation: AGMs can sometimes become contentious or attract activist shareholders in today's dynamic business environment. Understanding the shareholder landscape allows companies to anticipate potential risks and proactively mitigate them. Whether it's preparing responses to challenging questions or addressing dissenting views, effective preparation minimises disruptions and ensures a smooth AGM experience. 5. Strategic Insights: Beyond AGM preparation, knowing your shareholders provides valuable strategic insights. By analysing shareholder profiles and ownership trends, companies can gain a deeper understanding of market perceptions, identify potential allies or adversaries, and tailor their long-term strategies accordingly. This proactive approach to shareholder management can drive value creation and enhance corporate performance over time. Investor Update and Okapi Partners are committed to helping our clients cultivate meaningful relationships with their shareholders, ensuring constructive dialogue, and encouraging voter participation. [https://lnkd.in/dv2HZygk] [https://lnkd.in/dCHwS2KG] #ShareholderIdentification #AGM #ShareholderEngagement #CorporateGovernance #ProxyVoting #Transparency #StakeholderRelations

Please join us in extending a warm welcome to Pat McHugh, Co-Founder and Senior Managing Director of Okapi Partners, as he touches down in Europe this week. As our esteemed Proxy partner from New York, Pat brings a wealth of experience and expertise in navigating the intricate landscape of shareholder engagement and proxy solicitation. We're thrilled to have him here to strengthen existing partnerships and explore new opportunities across Europe. Looking forward to fruitful discussions and forging impactful connections during Pat's visit! #ProxyPartnership #GlobalEngagement #WelcomeToEurope #okapipartners