institutional investor survey results 2020

This position has been adopted by major institutional investors who have urged companies to pay more attention to long-term success and recognize that ESG topics represent material risk and opportunities directly impacting financial performance. This year, the prime topics for disclosure improvements included board involvement in setting the culture (95%) and health and safety indicators (71%). Please complete this form to be contacted by a Morrow Sodali representative. In a comprehensive survey of almost 800 institutional investors across the U.S. and Europe, 36% of respondents say they are currently Euromoney Institutional Investor PLC (“Euromoney” or “The Group”), the global B2B information services provider of price discovery, essential market intelligence and events, announces results for the year ended 30 September 2020. In our 2019 survey, 65% of investors said pay-for-performance remained the most important consideration when evaluating executive remuneration. The findings also show how important a company’s responsiveness is to shareholder concerns about say on pay with 76% citing insufficient or lacking responsiveness as a reason to vote against executive remuneration. Respondents overwhelmingly believe that active ownership (91%) is the most effective way to help positively influence companies to adopt positive environmental and social policies. Q.3 Continuing the trend identified last year, 91% of respondents say engagement at board level is the most effective way for investors to influence board policies and engagement. 393 respondents were based in the U.S. and 381 respondents were based in Europe. Register for free today and gain instant access to over 20,000 white papers. 2020 Institutional Investor Research Survey results February 4, 2021 - 2 minutes The votes are in for the 2020 Institutional Investor Research Survey rankings, and we are proud to share that the efforts and support of our U.S. strategy teams are reflected in the results. Hence, most investors (71%) expect companies to clearly disclose how the board and management were involved in the implementation of this corporate purpose. Some of the trends identified in our 2019 survey have continued into 2020. Notably, investors now prioritize presence of ESG risks (32%) before a credible activist business strategy when deciding whether to support ESG activists. Understanding what is important to shareholders is critical in addressing concerns and securing their voting support. However support for shareholder proposals also rated highly (45%) as an effective method which indicates that many investors are prepared to force change. Posted by Kiran Vasantham and David Shammai, Morrow Sodali, on, Harvard Law School Forum on Corporate Governance, Evidence of a link between pay incentives and corporate purpose (71%), Board and management oversight of implementation of the corporate purpose (71%), The Agency Problems of Institutional Investors, Clear connections to financial risks/opportunities (91%), Greater clarity around the process by which companies identify risks and opportunities (68%), Individual votes against a director or directors is ‘somewhat important’ (45%), Proactive and regular engagement with the board (86%), Proactive and regular engagement with management (95%), It’s ‘somewhat important’ to have disclosure of quantitative human capital indicators (59%), Misalignment of pay and performance (100%), Build a constructive two-way relationship (64%), Better understand the company and its culture (41%), Corporate purpose & culture is the joint 3rd highest with (36%), Stakeholder engagement approach and outcomes (81%). Finally, we hope readers find beneficial the specific survey questions on investor priorities. Other winners in this year’s survey included UBS — ranked the best overall research firm — and JPMorgan ... Institutional Investor LLC is part of the Euromoney Institutional Investor … Schroders’ annual Institutional Investor Study analyses the investment perspectives of 650 institutional investors, collectively responsible for $25.9 trillion in assets and from 26 locations across the world. Until recently, investors in many markets did not necessarily expect board members to participate in engagement meetings and they were generally satisfied to speak to a company’s CEO, CFO, corporate secretaries and investor relations officers. This was followed by 50% of respondents who cited misallocation of capital as the second most important criteria. These responses indicate that at the very least, boards should benchmark and monitor their governance practices to the market and peers so that they meet stakeholder expectations. Even if there is no consensus among investors on exact expectations, they generally recognize the benefit for a company in defining a corporate purpose that should be tied to its core business as well as delivering wider benefits to stakeholders. Research from the 2020 EY Climate Change and Sustainability Services (CCaSS) Institutional Investor survey (pdf) suggests that ESG information has never been more important, with the majority of investors surveyed (98%) signalling a move to a more disciplined and rigorous approach to evaluating companies’ nonfinancial performance. To determine the members of Institutional Investor’s 2020 All ... including those who cast and received votes in this year’s 2020 All-Asia Research Team survey. Engaging on the topics of cybersecurity (18% down from 39% in 2019) and data privacy (5% down from 11% in 2019) has declined since last year. The proprietary research surveys 600 institutional investors in six countries representing firms that collectively manage over $20 trillion in assets. Institutional Investor Survey 2020 LOOKING FORWARD The results of this year’s survey confirm the global trends that are rapidly transforming the relationship between corporations and their institutional investors. This year’s survey included over 300 more investors than last year’s, with a deeper dive into investor segments and the European market. Investors are sending a very clear message that it is not what a company says on paper, but rather how its top representatives communicate their purpose and culture that sets the ‘tone at the top’ and filters through all levels of the organization. Climate change is at the top of investors’ ESG agenda. Whilst maintaining the overall structure of the survey, we decided to explore these themes in more-depth. In our 2019 survey, 85% of respondents indicated that climate change would be a key sustainability topic for board engagement followed by 54% who said they would engage on human capital management and corporate culture. Results are based on responses from 271 institutional investors globally. As financial performance and executive pay design are important matters for investors, boards should seek to proactively engage as appropriate if issues emerge to prevent adverse outcomes that may result from investor dissatisfaction. Boards and companies should also be prepared to face investor scrutiny on how they approach and report on their exposure to ESG-related issues. The momentum behind these issues is not yet fully realized internationally. This correlates with the top risks facing the world in 2020 as reported by the World Economic Forum which found that for the first time, environmental issues are the dominant concern. Research Institutional Investor Research is recognized as the leading provider of independent, qualitative feedback, for all three sides of the investment community We have witnessed a continued focus on board accountability with large investors signalling their preparedness to ‘put their mouth where there money is’ where a boards policies and decisions are not aligned with investor or market expectations. COOKIE POLICY The 2020 Edelman Trust Barometer Special Report: Institutional Investors identifies pivotal issues shaping investment criteria and how companies can build trust with the investment community.. March 6th, 2020, including interviews with 774 institutional investors. We know that companies are struggling with a disharmonized array of reporting standards. Issues relating to ESG, sustainability, corporate purpose, culture and stakeholder interests have joined corporate This correlates with the acceleration of investor action on a global basis that is focused on delivering climate solutions and mitigating the financial impacts presented by climate change. 2019. UK Residential Property: Institutional Attitudes and Investment Survey 2020 3 3 The figures for overall real estate and residential exposure are gross figures and do not adjust for potential double-counting through indirect investment in funds, joint ventures, etc. INSTITUTIONAL INVESTOR DIALOGUE. Respondents unanimously agreed that ESG risks and opportunities played a greater role for them in 2020 when investing and engaging with companies. Recent investment association interventions have allowed investors to voice their concerns about a company’s executive remuneration report and/or policy by voting against the latter at the annual shareholder meeting. To participate in a survey or to request a vote please sign up here: Sign Up. Institutional Investor recently released its annual 2020 Global Fixed-Income Research Team survey results, with Barclays climbing to #3 overall with 52 ranked teams. • Climate change had the highest ESG impact on investment decisions (86%) The reason for the decline is separating out corporate culture as a response and also adding human rights and modern slavery (36%) into our data set. Notably, almost half of investors would consider voting against a director to influence outcomes. Your vote for Cowen is an important recognition of our effort, and … In general pay-for-performance continues to dominate as a key pressure point for investors, but increasingly the emphasis is on how companies and boards respond to shareholder concerns and negative votes. 2 December 2020 . The results of this year’s survey confirm the global trends that are rapidly transforming the relationship between corporations and their institutional investors. In terms of potential improvements to current climate-related disclosures, an overwhelming majority of respondents (91%) suggested clear connections between the climate-related data and financial risks and opportunities. The concept of corporate purpose could emerge as a central theme, enabling companies to express their own uniqueness in sustainable value creation. Explore the results below. In a recent publication on this topic by Morrow Sodali, the firm’s Chairman John Wilcox identifies this overarching theme as ‘the supremacy of the board’. Human capital management remains the second most important topic with 64% citing it as a focus (up from 54% in 2019). 393 respondents were based in the U.S. and 381 respondents were based in Europe. There is no question about the importance investors attach to direct engagement between companies and their shareholders. Q.1 All respondents state that ESG risks and opportunities played a greater role in... Key Findings—Disclosure. While global shareholder activism saw a slight increase in the number of formal proxy contests in 2019, public companies experienced a sizable increase in various pressure points from shareholder activists over that same time. Research from the 2020 EY Climate Change and Sustainability Services (CCaSS) Institutional Investor survey (pdf) suggests that ESG information has never been more important, with the majority of investors surveyed (98%) signalling a move to a more disciplined and rigorous approach to evaluating companies’ nonfinancial performance. The survey highlights the main areas of focus for institutional investors in determining how to exercise their voting rights at 2020 annual shareholder meetings. Morrow Sodali’s 2019 Institutional Investor Survey highlighted the importance of a company’s disclosure and dialogue around sustainability and climate change strategy for investment decision making. We note that one in two respondents ranked explicit statements and robust ethical policies as the third or fourth sources of information that they consider when evaluating a company’s corporate purpose and culture; however they do not rely on these as primary sources of information. Q.7 Climate change (91%) and human capital management (64%) are cited as the top sustainability topics that investors will focus on when engaging with boards in 2020. but are also unadjusted for the respondents unwilling to disclose figures for exposure (AUM). KEY DATES: At this formative time for ESG reporting, most see this as a vote over the robustness of the figures rather than the appropriateness of the performance. Whilst market trends and peer group best practices may encourage companies to focus their efforts on adopting positive social or environmental policies, pressure from shareholders—through methods such as active ownership, shareholder resolutions, divestiture, activism, and targeted investments—can further encourage and lead to significant change in the adoption of more proactive environmental and social strategies. But institutional concerns over passive reach well beyond the individual misconceptions. Investors expect to be privy to the inner workings of the board, underlining the importance of. Companies are still not fully clear on the exact implications and there has been little consistency in the use of the term. 2020 Institutional Rebalancing Survey. The expectation that pay incentives are linked to corporate purpose indicates the importance that investors place on how management behavior is influenced and motivated by incentive design. This will help provide a buffer against an activist’s campaign and help minimize support for an activist. All companies, regardless of their sector, should expect to be questioned on how they are managing and responding to these risks and opportunities. It is critically important for companies to understand their investors’ expectations around ESG, sustainability and the growing list of other non-financial factors. March 6th, 2020, including interviews with 774 institutional investors. The fact that reputational risk is amongst the top 3 issues identified by respondents indicates the significant impact that a company’s management of ESG issues is having on investment decision making. Institutional investors with assets under management of USD 26 trillion unanimously confirm that ESG (Environmental, Social and Governance) risks and opportunities played an increasingly important role in their investment decisions and their evaluation of portfolio companies during the past 12 months, according to Morrow Sodali’s annual Institutional Investor Survey, released today. At the moment, we are experiencing a rapid evolution in the definition of common ESG sustainability standards. Looking Forward. Connecting this with shareholder engagement, the logical consequence of this purpose-led mindset is increased investor focus on how boards and management define and articulate corporate purpose. Investors are seeking insights into the interactions between management and board members and understanding the key decision-making processes around setting and monitoring the business strategy and overall risk assessment including audit, remuneration, climate risk management and capital management decisions. For 2020, we or the clients we advise are looking to commit across all areas of private equity (in USD): Source: Probitas Partners' Private Equity Investor Trends: 2020 Survey Results; other responses were basically for respondents who ha d no target info@morrowsodali.com Methodology The research focused on two elements: a survey and interviews. A minority of investors sought engagement with the board for the purpose of deciding how to vote on shareholder proposals (14%) and at times of adverse media or controversies. This year, we’re looking forward to your participation and sharing the survey’s results and insights with you. A majority of respondents, 59% selected ‘engagement with management’ as their first choice to influence the board. Further, we note that human capital management has been highlighted as one of the key engagement topics by the world’s largest three index funds over the last two years. The survey spanned a variety of investor segments, including high-net-worth individuals, financial advisors, family offices, crypto hedge and Euromoney is your one source of information for many markets. This is the fifth consecutive year that we have conducted a global institutional investor survey and reported the findings and our observations. Q.1 All respondents state that ESG risks and opportunities played a greater role in their investment decisions during the last 12 months, with climate change being top of investors’ list (86%). The research was conducted in April 2020, as the scale and global impact of the Covid-19 crisis had taken hold. Examples of this global effort include the Corporate Reporting Dialogue, the “Compact for Responsive and Responsible Leadership” recently unveiled by the IBC at the World Economic Forum. Boards and management should therefore expect a greater number of questions from investors about purpose and culture and should be well prepared to provide a coherent and well articulated response that is consistent between management and the board. 2019. This is followed by 41% of respondents whose purpose when engaging with board members is to help them ‘to better understand the company and its culture’. This concept has received new-found attention following the release Statement on the Purpose of a Corporation by the Business Roundtable. For 2020, we or the clients we advise are looking to commit across all areas of private equity (in USD): Source: Probitas Partners' Private Equity Investor Trends: 2020 Survey Results; other responses were basically for respondents who ha d no target Ann Selzer Explains How She Got It Right. Likewise, we are seeing more clarity on the direction of corporate reporting, with progress made in reporting against frameworks such as the Sustainability Accounting Standards Board (SASB) and the Task Force on Climate-related Financial Disclosures (TCFD) recommendations. Welcome to Institutional Investor Research where eligible voters access their ballots for all Institutional Investor surveys. ... to discover how they plan to rebalance assets in 2020. The survey findings were resounding. Tension between the tailored use of the data by both companies and investors and the need to establish common standards and metrics to facilitate global comparability will no doubt persist. ORGANIZATIONAL MODEL UNDER ITALIAN LAW-DECREE 231/2001. Q.12 Last year, a total of 83% of respondents indicated that the key ESG topic that needed an improvement in disclosures was human capital. Although shareholder activism has substantially increased, none of the polled respondents selected it as their first preference when it comes to influencing the board. But institutional concerns over passive reach well beyond the individual misconceptions. Anecdotal feedback gathered from respondents indicates that the decline is a result of investors obtaining good information and establishing good lines of communication around these issues. • Reputational risk was the next most important ESG risk impact (45%). ESG rating agencies established themselves as a key factor in analyzing risks and opportunities. In the last few years, this has changed dramatically as investor focus has shifted from engaging on financial performance to seeking engage across non-financial, ESG topics. Q.15 When it comes to the company’s ESG performance and approach, investors recommend SASB (81%) and TCFD (77%) as best standards to communicate their ESG information. In effect, investors may influence issuers to refine their policies, management approaches and disclosures to meet investor and stakeholder expectations on environmental and social issues. However, the total number of high-impact campaigns (e.g. ... Investment Content Marketing Survey and Forecast 2020 (Savvy Insights) Savvy Investor04 Sep 2020. Smaller institutional ... More than a quarter of surveyed money managers and asset owners describe their outlooks for 2020 as bearish, a survey from ... in a news release on survey results. Unsurprisingly, climate change was overwhelmingly named as having the most significant impact on investment decisions by 86% of respondents. The Morrow Sodali Survey highlights the main areas of focus for institutional investors in determining how to exercise their voting rights at 2020 annual shareholder meetings. Overall, environmental (climate) and social (human capital management, corporate purpose and corporate culture, human rights) issues are the key sustainability topics that companies will engage with boards in 2020. In part, the shift has also been driven by the significant increase in company engagement from passive investors who are seeking direct access and dialogue with a board who they consider ultimately accountable. We are excited to discover what trends will emerge in 2021, and we need influential investors, such as yourself, to work with us by participating in the 2021 Annual Investor Survey. So Many Pollsters Got the 2020 Election Wrong. This year, an overwhelming 100% of investors indicated that misalignment between pay and performance is the primary factor to consider voting against executive remuneration. This post is based on their Morrow Sodali memorandum. 30% said there are sufficient routes for shareholders to express their views on non-financial matters whilst equally 30% supported ‘say on sustainability’. Whilst it is possible to observe investor preferences on several of these points, and our survey certainly attempts to do so, a radical simplification in standard-setting and reporting requirements is unlikely to emerge in the short term. Schroders’ annual Institutional Investor Study analyses the investment perspectives of 650 institutional investors, collectively responsible for $25.9 trillion in assets and from 26 locations across the world. Going forward, we anticipate investors’ expectations regarding the role, responsibilities and accountability of the board will be amplified. 25 November 2020, 14:00 to 16:00 CET, ... Based on the survey results, most participating investors were of the view that the ECB’s asset purchase programmes remained the most critical element of the ECB’s future monetary policy actions The rate of ESG-oriented investing has risen significantly, and we continue to see mainstream institutional investors, both active and passive, shifting capital in this direction. Savvy Investor is a free content platform for institutional investors. Especially when it comes to executive pay policy, investors believe that management is conflicted from independently discussing the rationale for pay design and they expect a dialogue with the board. All undergraduate and post-baccalaureate students were invited to participate Oct. 5-19. With some collective engagement initiatives gaining public traction, for example Climate Action 100+, the lesson for issuers is to engage actively and be prepared to face collective action or votes against directors. This is reflective of boards being held increasingly accountable for the performance of their companies and whether they can demonstrate achievement of sustainable wealth creation. Other main ESG topics noted as having a significant impact on investment decisions, albeit on a smaller scale, were water scarcity and supply chain management that each rated 14% and cybersecurity that rated 5%. This report serves as a valuable resource for boards who seek affirma- Boards are particularly aware that they need to maintain and build trust with their many stakeholders and that they are expected to demonstrate good corporate citizenship and positive impacts. The Office of Institutional Equity shared the results of the fall 2020 student climate survey Thursday which provided data on Notre Dame students’ perceptions of and experiences with sexual misconduct and corresponding University policies.. 2020 Institutional Investor Research Survey results February 4, 2021 - 2 minutes The votes are in for the 2020 Institutional Investor Research Survey rankings, and we are proud to share that the efforts and support of our U.S. strategy teams are reflected in the results. Shareholder activists were successful in roughly 46% of global proxy fights in 2019. This annual survey provides an overview of the current state of public-company board governance across the country. Other reasons include high salary increases and the absence of a link to sustainable performance metrics which equally rated at 29% of all responses. Almost half of the respondents (43%) utilize all sources over the traditional credit rating agencies. Finally, rounding out non-financial factors to support an activist included an unclear business strategy (23%) and lack of responsiveness to shareholder concerns (14%). This unequivocal result confirms the growing importance to investors of ESG factors, whether risks or opportunities, in their investment decisions. Methodology The research focused on two elements: a survey and interviews. Further, companies will need to provide evidence that pay incentives are linked to corporate purpose as stated by 71% of respondents. 2020. These responses were not aggregated in the survey results but To that extent, respondents widely agree (81%) that stakeholder engagement approach and outcomes should be included in companies’ disclosures when explaining their corporate purpose. The results of the survey for Romania will be announced in Autumn, during ARIR Gala, when best practices in Investor Relations will be recognized. Institutional Investor’s 2020 Emerging EMEA Executive Team polling, now fully integrated with Extel, will start soon. Kepler Cheuvreux is proud to announce the results of the Institutional Investor Research (formerly Extel) 2020 Survey for Europe. A significant majority (64%) of respondents request engagement with the board for the purpose of building a constructive two-way relationship. This publication is presented with these facts front of mind and we invite readers to engage with us by providing feedback, thoughts and opinions either online or in person. APAC +61 2 8022 7940, SITE MAP Issues relating to ESG, sustainability, corporate purpose, culture and stakeholder interests have joined corporate governance at the center of the dialogue between investors and portfolio companies. @ ir-romania.ro ) utilize all sources over the traditional credit rating agencies established as. 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