Off-season engagement continues to rise, says ESG adviser

Communication, engagement and collaboration are central to an effective investor-facing ESG program, says Morrow Sodali’s Daniel Oh

The number of requests that institutional investors receive for meetings outside of proxy season continues to rise, as IR, legal and sustainability teams are encouraged to work together on off-season ESG engagement.

Speaking to IR Magazine and Corporate Secretary at the ESG Integration Forum – US 2019 in December, Daniel Oh said the institutional investors he talked to in December were receiving unprecedented levels of issuer outreach before the holidays. Oh, who recently joined Morrow Sodali as its managing director of corporate governance, US, noted that the demand for off-season engagement is notably different to what it was when he worked on the investment stewardship and corporate governance teams at BlackRock and State Street Global Advisors (SSGA).

Read more here and watch IR Magazine's interview with Daniel Oh here.