September 7, 2022, Forum Report: "Inviting Views of Information Needed by Investors for Decisions About the Sustainable Use of Their Capital"

The Shareholder Forum^TM`

Fair Investor Access

This public program was initiated in collaboration with The Conference Board Task Force on Corporate/Investor Engagement and with Thomson Reuters support of communication technologies. The Forum is providing continuing reports of the issues that concern this program's participants, as summarized in the January 5, 2015 Forum Report of Conclusions.

To download a printable copy of this report, click here.

Forum Report: Fair Investor Access

Inviting Views of Information Needed by Investors

for

Decisions About the Sustainable Use of Their Capital

The Shareholder Forum has agreed to provide a panel discussion hosted by Reuters News & Media at a conference in New York City on November 1 or 2, to address what all investors need to know for responsibly informed decisions about the “sustainable” use of their capital.*

Your views will be welcomed to define the specific issues to be addressed, from the perspectives of both

(a) investors concerned with the use of their capital, and

(b) corporate managers responsible for providing the required information.

The issues you consider important will guide our definition of the panel agenda, and will also provide a foundation for our identification of panel participants with relevant expertise and insights.

We will report the details of the panel once it is defined, and will of course also provide information about the Reuters conference for those who may want to consider attendance.

GL – September 7, 2022

Gary Lutin

Chairman, The Shareholder Forum

* It should be noted that the focus of the Reuters conference will be on “sustainability” reporting and communications, which may be considered by many observers in the context of policy advocacy currently defined as “ESG” or other recently proposed agenda labels. The Forum’s commitment, though, is to address sustainability in our consistently supported context of the use of “permanent capital” by an enterprise for the long term, competitively viable production of goods or services.

This Forum program was open, free of charge, to anyone concerned with investor interests in the development of marketplace standards for expanded access to information for securities valuation and shareholder voting decisions. As stated in the posted Conditions of Participation, the purpose of this public Forum's program was to provide decision-makers with access to information and a free exchange of views on the issues presented in the program's Forum Summary. Each participant was expected to make independent use of information obtained through the Forum, subject to the privacy rights of other participants. It is a Forum rule that participants will not be identified or quoted without their explicit permission.

This Forum program was initiated in 2012 in collaboration with The Conference Board and with Thomson Reuters support of communication technologies to address issues and objectives defined by participants in the 2010 "E-Meetings" program relevant to broad public interests in marketplace practices. The website is being maintained to provide continuing reports of the issues addressed in the program, as summarized in the January 5, 2015 Forum Report of Conclusions.

Inquiries about this Forum program and requests to be included in its distribution list may be addressed to access@shareholderforum.com.

The information provided to Forum participants is intended for their private reference, and permission has not been granted for the republishing of any copyrighted material. The material presented on this web site is the responsibility of Gary Lutin, as chairman of the Shareholder Forum.

Shareholder Forum™ is a trademark owned by The Shareholder Forum, Inc., for the programs conducted since 1999 to support investor access to decision-making information. It should be noted that we have no responsibility for the services that Broadridge Financial Solutions, Inc., introduced for review in the Forum's 2010 "E-Meetings" program and has since been offering with the “Shareholder Forum” name, and we have asked Broadridge to use a different name that does not suggest our support or endorsement.