Roundtable: Encouraging financial advisers and their clients into AGM activism

FacebooktwitterlinkedinmailFacebooktwitterlinkedinmail   by Alice Lough, 22nd January 2024

It is becoming increasingly clear that sustainable investing is no longer only about the investments that you make and/or avoid. It is likely that if your client has an interest in sustainable investing, they will be interested in using their shareholder powers as a force for good.

Increased intermediation across the financial system has further removed the end investor from acting on their shareholder rights.

This magnifies the need for ShareAction’s mission to help connect individuals to effectively use voting and engagement for positive change. The meeting: Over the last few years EQ has built out a collaborative relationship with ShareAction that we would like to share.

This meeting will focus on how you as a financial adviser can action AGM activism and give you insights on how to better educate your clients on this topic.

Speakers: You will hear from Catherine Howarth, ShareAction’s Chief Executive & Bethany Munley, ShareAction’s Senior Campaigns Officer about their AGM activism programme and the support that they can offer. Louisiana Salge, EQ’s Head of Sustainability, will share the approach that EQ has taken and learnings from the latest year of action.

Contact Alice

    Alice Lough