Working together to tell a cohesive story
A growing number of professionals are recognizing the benefits of governance/legal and investor relations teams collaborating in areas where they can share expertise and bring different perspectives to tasks that are changing as investors’ expectations evolve.
Not every part of their respective workloads is suitable for cross-pollination, but many of the key items on each of their annual to-do lists are proving to be fertile ground for co-operation. Overall, professionals say that perhaps the greatest benefit of IR and governance team collaborations in these areas is the creation of a coherent and effective narrative for the company across its most important interactions with investors.
In preparing this special report, Corporate Secretary and IR Magazine spoke with IR and governance/legal professionals at Hewlett Packard Enterprise (HPE), Regions Financial Corporation and Salesforce.com about how they deal with three of the most important challenges they face each year: the proxy statement and AGM, shareholder engagement and ESG reporting.
Each has his or her own way of approaching the hurdles they face. But they all strongly value working alongside their colleagues in IR or governance. We also spoke with external experts at Georgeson and Computershare for their industry-wide perspective on best practices.
