Retail Shareholders Engagement Practices

Retail shareholder engagement refers to the strategies and practices companies use to communicate with and involve individual investors who hold shares outside of institutional portfolios.

In recent years, the importance of engaging retail shareholders has grown, driven by regulatory changes, technological advancements, and a recognition of the influence that retail investors can have on key corporate decisions such as mergers and acquisitions, annual general meetings, and extraordinary general meetings.

Effective engagement not only helps companies secure necessary votes but also fosters transparency, trust, and long-term loyalty among their retail investor base. As the landscape of shareholder activism evolves, organisations are increasingly adopting innovative approaches to ensure that retail shareholders are informed, empowered, and motivated to participate in corporate governance processes.