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Our purpose is to position stewardship at the heart of investment decision making. We work collectively to escalate material issues. We create practical solutions to protect and enhance long-term value. We work with investors to facilitate collective engagement.
  • FACILITATE DIALOGUE
  • CREATE LONG-TERM SOLUTIONS
  • ENHANCE VALUE

LATEST

White Paper : What does stakeholder capitalism mean for investors?

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Annual Review 2021

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WHO WE ARE

A not-for-profit, practitioner-led membership organisation, set up by institutional investors in UK Equities. The Forum’s purpose is to position stewardship at the heart of investment decision-making by facilitating dialogue, creating long-term solutions and enhancing value.

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WHAT WE DO

  • Delivering engagement outcomes using our collective engagement framework.
  • Using our convening power to facilitate dialogue
  • Using our experience and networks to address problems and create practical outcomes
Collective Engagement

Escalate material concerns with companies.

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Facilitate Dialogue

Organise bespoke company meetings & expert speakers roundtables.

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Stewardship 360 Projects

Our resources and reputation allow us to collectively address complex challenges.

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OUR MEMBERS

As of June 2022, the Forum has 56 Full Members, representing approximately 33 % of the FTSE All Share market capitalisation.

RESOURCES

Investor Forum publications – sharing stewardship insights and thought leadership through White Papers, Annual Reviews and S360 Project materials.

White Papers share views, insights and best practice guidance for asset owners and asset managers on stewardship, company engagement and corporate governance.

Stakeholder Capitalism

January 2022
Working with LBS Centre for Corporate Governance, the Investor Forum brought together academics with practitioners to address the issue of taking greater account of stakeholder concerns and creating a sustainable shareholder value model to guide legitimate investor action.

Governing for Growth

June 2021
A practical guide to best practice in the evolution of governance at smaller and mid-sized companies on public markets.

Engaging the Engagers

July 2020
A practical toolkit to help pension schemes identify best-in-class stewardship and engagement capabilities at asset managers.

Engagement : An essential stewardship capability

November 2019
Clear definitions of the different forms of engagement activity, including collective engagement, and key success factors for each category of engagement.

The Four Dialogues

June 2019
Insights into the four main types of dialogue between companies and investors and thoughts on how interactions could be enhanced.

Defining Stewardship and Engagement

April 2019
Setting out the key characteristics of good stewardship and the desired outcomes of effective engagement.

Barriers to engagement

December 2018
Analysis of the blockages to engagement between investors and companies.

Voting

Voting is an important mechanism for shareholders to exercise their rights, but investors and companies encounter many obstacles in obtaining voting transparency in the UK and Ireland.

Marine Plastic Pollution

The Forum brought together nine investors to co-sponsor a BSI technical standard which aims to change corporate behaviour to eliminate plastic pellet leakage into the environment.

Purpose

The Forum’s interest is in how academic work on purpose can be put to use to help boards frame long-term strategy and investors support the creation of sustainable long-term value.

Working Practices

The Forum’s Working Practices project has considered labour market abuse in the textile supply chain, working practices in food retailers and their suppliers, and working practices in the construction industry.

Audit

A series of events and briefing notes to consider the impact of COVID-19 on 2020 financial reporting and key areas of concern, including going concern and viability.

Capital Raising

Briefing notes and discussions with expert speakers on the issues associated with capital raising during the pandemic in 2020. This project illustrates how collaborative work can promote best practice.

Banking Futures

As part of the Investor Forum’s objective to make the case for long-term investment approaches, we have played an active role in the BankingFutures project, which was convened by two not-for-profit organisations, Leaders’ Quest and Meteos, in the summer of 2014 to rebuild a healthy UK Banking Sector.

Investor Forum Annual Review: 2021

January 2022

The Investor Forum Review: 2020

January 2021

The Investor Forum Review: 2019

January 2020

The Investor Forum Review: 2018

The Investor Forum Review: 2017

The Investor Forum Review: 2015-2016

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