Companies face disruption in many forms including technology, politics and climate change. The Boards of quoted companies also face upheaval in the investment management world. This in turn has implications for how companies communicate with their shareholders, as well as the skills and experiences required at Board and Executive level. Fidelio clearly sees from our Search, Evaluation and Development assignments that major disruption is under way within the investment management industry. In parallel with this, the information flow between companies and the stock market is being reshaped by regulatory changes such as MIFID II. Boards of listed companies will have to navigate radical change in the investor landscape with implications for effectiveness and composition. We were therefore delighted to welcome Edward Bonham Carter, Vice Chairman of Jupiter Fund Management plc, to a recent Fidelio Board Breakfast to help us make sense of these changes. In addition to an illustrious career in asset management, Edward brings FTSE 100 Board experience, including as Senior Independent Director of Land Securities Group plc and ITV plc. Fidelio was also joined by a distinguished group of directors and Chairs from a range of sectors. In this Table Talk we focus on the information flow between companies and investors, and its implications for Boards and the Executive. Key themes include:
Stewardship: Who's Talking to Whom?
Active Versus Passive - Corporate Implications
Proxy Agencies: How to Engage
Fidelio's Company Checklist for a Post-MiFID II World
The Shape of the Future Public Company Board?
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