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Improving the effectiveness of shareholder engagement – A Mistra workshop

On behalf of the Swedish foundation Mistra, onValues convened – for the sixth consecutive year – leading institutional investors, service providers and academic researchers to assess best-practice in a specific domain of sustainable investing. This year, the workshop focussed on the state-of-the-art of shareholder engagement and on the approaches and techniques used by investors to influence company ESG performance, in view of further improving their effectiveness. The questions addressed during the workshop included the following:

  • What are the key factors that contribute to effective engagement?
  • What can be said about the effectiveness of different forms of ‹delegated› engagement
    (e.g. delegation to service providers, to collaborative initiatives, to asset managers)?
  • How can different engagement approaches be combined to maximise effectiveness
    (‹portfolio approach›)?
  • What can a small asset owner with limited resources do to maximise its impact?

Key lessons learned from the workshop can be found in the summary report below:

Download the report
«Engaging Effectively – Summary»

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