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AGM 2022: business as usual or time for a reset?

Shareholders will want more out of this year’s AGM. Boards have a great opportunity to reframe the session and achieve a better outcome.


In brief

  • Shareholders are expected to pose more sophisticated questions at this year’s AGM, including incisive and thought-provoking ones.
  • Boards need to refresh their narrative by covering areas such as the company’s talent strategy and long-term value-creation story.
  • They should also share more trending information and make the most of virtual AGMs through live Q&A sessions to build trust with shareholders.

In just two years, the pandemic has drastically changed the complexion of annual general meetings (AGMs). In 2020 when virtual AGMs first emerged, necessitated by the pandemic, companies were preoccupied more with meeting the new requirements and less with shareholders’ needs. Last year saw more efforts invested into engaging shareholders, but while there was more preparedness in content and communication, most companies still gravitated to an efficient virtual meeting.

What, then, does AGM 2022 have in store for companies and shareholders? After two years of muted AGMs, shareholders are likely to go into this season with renewed vigor. The board and management should expect more sophisticated questions, and some could be incisive and thought-provoking. With shareholders clearly wanting more out of this year’s AGM, how can boards conduct the session in a way that reassures and inspires confidence among their shareholders?

The answer may lie in innovatively changing the way boards engage with shareholders to build further trust. Whether it is showcasing the company’s past-year performance or telling an exciting story of the future, boards can reframe AGM 2022 to resonate with shareholders in three key ways.

Refresh the board narrative

Suffice to say, the lay of the land has dramatically changed in the past two years. Investors who have seen the varying fortunes of different companies during the pandemic would now have pressing questions on the company’s story. How does the business stack up against its competitors? What safeguards have been established to deal with future business disruptions?

It is therefore crucial for boards to refresh their narrative at the AGM. For a start, they should not shy away from sharing how the pandemic has sharpened the company’s strategy. What are the lessons learned and how have these strengthened the management team? Stakeholders will be keen to hear how the board’s repertoire of skills and experiences has helped to hone the business strategy for a post-pandemic world.

A refreshed narrative should also discuss the organization’s talent strategy, such as highlighting strong HR practices that have produced strong leaders and reliable managers and staff or the team spirit fostered among the staff. Also, consider sharing how operational details — for instance, supply chain and inventory management, engineering capability and marketing — have contributed to the company’s success.

Importantly, boards should include the company’s long-term value-creation story in their narrative. This is an area that will resonate with serious long-term investors, and companies that can articulate a compelling value-creation proposition will set themselves apart from their peers. 


Boards should refresh their narrative at the AGM and share how the pandemic
has sharpened the company’s strategy. They should also discuss the
organization’s talent strategy and its long-term value-creation story.



Share more trending information

Shareholders increasingly expect to hear not just financial information but also trending information, i.e., non-conventional, forward-looking information that focuses less on financials but gives shareholders a view of how the board defines the vision and future of the company.
 

Take climate change for instance. Shareholders will be interested to hear about the impact of climate change on the business and the executive team’s plan to address the issue, including carbon emission reduction targets. Also of interest are the company’s climate disclosures and reporting, which will inform shareholders’ and investors’ decisions based on the business’s ability to navigate climate risks and opportunities.
 

Risk management is another area that shareholders keenly ask about to know how the current risk management structure helps drive business growth and builds resilience for the future. For example, does the current risk management system administer compliance with rules and regulations as well as physical and IT security procedures, thereby protecting against financial loss and reputational damage? Other trending information worth highlighting include transformation plans for business, digital or IT operations.
 

Make the most of the virtual platform

Many shareholders have by now adjusted to virtual AGMs — they see them as the new norm and may even prefer a virtual meeting so that they can attend it from anywhere. That said, this does not mean they will expect anything less than an in-person meeting in terms of content, transparency and engagement. Companies should therefore endeavor to make a difference this year and show that virtual AGMs can be just as effective in connecting with shareholders.
 

To achieve this, allowing live Q&A sessions at virtual AGMs will be pivotal in relieving the pent-up expectations of shareholders wishing to express their concerns. A live Q&A session also builds trust with shareholders as it demonstrates the board’s willingness to risk being asked difficult questions that it may not have answers to. The good news is that more companies are prepared to allow live questions at their AGMs as more and more boards are becoming comfortable in handling such questions.   
 

Boards should also recognize that the audience attending the AGM may have changed over time and may be very different compared with a few years ago. If the organization’s business has evolved over time, so would the demography of its investors. Other than the familiar long-term investors, the audience may now include new-generation, savvy investors with purpose-driven ideals or even activists or lobbyists from interest groups.
 

This makes it all the more important for boards to take a thoughtful approach in conducting this year’s AGM and prepare well to get a better outcome than in previous years. Perhaps it can be said that the board’s role is both to defend the past and define the future. The upcoming AGM would then provide a perfect opportunity for the board to highlight the company’s track record in navigating a difficult period while demonstrating its stewardship in charting a bold strategy for a new normal. 

Summary

Boards need to innovatively change how they engage with shareholders in order for AGM 2022 to better resonate with them. This involves refreshing the board narrative, which should include the company’s long-term value-creation story. Other key actions include sharing more non-conventional, forward-looking information; and making the most of the virtual AGM through a live Q&A session.

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