What We Do & How We Do It

What ICCR members do

We harness our collective influence as shareowners in Fortune 500 companies to improve corporate decision-making on environmental and social issues.

The simplicity of this definition belies both the effort and the expertise required to be an effective shareholder advocate. Effective corporate engagement requires research, preparation and, above all, persistence.  

Our strategies and methods

Investor engagements refer to a variety of strategies including, but not limited to:

Dialogues 


In-person meetings or telephone dialogues are the most common way ICCR members conduct their corporate engagements. In some cases these discussions follow a regular calendar, in others, meetings are requested either by investors or management to address a specific issue or concern. Dialogues are conducted following the Chatham House rules of confidentiality. Read more about the dialogue process here.

Roundtables

Once or twice a year ICCR convenes roundtable discussions bringing together relevant stakeholders to advance a specific industry-wide issue of mutual concern. Generally these discussions include representatives from industry, NGOs, government and civil society and, like dialogues, are conducted in accordance with Chatham House Rules. Read more about ICCR's roundtables.  

Resolutions/Shareholder Proposals (ballot)

Proxy resolutions (or shareholder proposals) are generally used as a last resort when investor concerns aren't adequately addressed by management. Resolutions appear on the company's proxy statement and are voted on by all shareholders at the company’s annual shareholder meeting. By virtue of their public nature, resolutions can be an effective press/PR lever. Read more about filing shareholder resolutions here.

Investor Statements and Letters 

Statements and letters that are endorsed by large groups of institutional investors are used to underscore the importance of an issue or to flag a specific action investors are requesting from a company or sector. Often, but not always, these statements and letters are made public. Read a typical investor statements/letter here.

After four decades of shareholder advocacy, we are bolstered in the knowledge that as the field of corporate social responsibility which ICCR members helped to promote in the early 1970s continues to evolve, so does the work of our growing coalition of active shareowners as they refine their methodology and design newer and more effective models for corporate engagement.

A Commitment to Educate, Mentor and Expand the Influence of Active Investors



Member Ed Gerardo 

Our staff and members are often invited to educate new audiences about the practice of shareholder advocacy and, more specifically, to represent the responsible investor voice on all of the issues we address. ICCR representatives are featured guest speakers and panelists at gatherings at the United Nations, relevant global conferences, at key congressional hearings and on industry webinars. Within our membership we are committed to mentoring those who are newer to corporate engagement and we often work in coalition with other investor groups to grow the field of shareholder advocacy, thereby strengthening our collective impact on the issues.

Resources:

Investing to Advance Women (report)

People, Planet and Profit

David Levine

How the triple bottom line investment approach has grown to overtake the drive for profit at all costs.

Statement of Principles

Why we engage and what we expect

Shareholder Advocacy 101

A primer on active ownership

ICCR's Hierarchy of Impact

Benchmarking progress.

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