Part 2: Engagement with Institutional Investors

Part 2 explores the role of institutional investors as key counterparts in “engagement with shareholders” and highlights essential considerations for companies conducting IR and SR activities.

By examining the multi-layered structure of institutional investors and the investment chain, readers will gain a clearer understanding of what the term “institutional investors” encompasses in this book, as well as the asset management firms that dominate engagement dialogues and their equity investment strategies. This perspective will clarify the broader “engagement” domain beyond routine dialogue and deepen understanding of how voting rights are exercised at shareholders’ meetings.

Additionally, this section features an interview with a leading expert to provide insights into the relationship between corporate value and finance theory – an increasingly critical topic in engagement discussions since the launch of the Japan Revitalization Strategy – and offers practical guidance for applying this knowledge.

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