To meet its objectives, the Forum focuses on three key activities:
• Collective Engagements – between institutional investors and individual companies, focusing on all material issues;
• Facilitating Dialogue – for example, company events with key investors, group meetings to discuss market issues, and expert speakers series; and
• Stewardship 360 Projects – selective projects to inform investors on ESG issues and well-functioning markets, and develop best practice in long-term investment and stewardship across the investment chain.
The business is a Community Interest Company (CIC) which was setup in late 2014 to help promote a longer-term approach to investing in UK companies and to provide a platform for collective engagement on strategic matters between investors and company boards.
Our membership has expanded since launch to encompass 52 investment organisations who invest in UK equities, including a wide range of global and boutique asset managers, and sovereign wealth, foundation and pension fund asset owners. Members pay an annual membership fee and are able to participate in Collective Engagements and other Investor Forum activities.