Last year, we asked “is more engagement better or is better engagement more,” and took a look at eight fundamental shareholder engagement questions.

Coming out of a proxy season where nearly 800 proxy filings describe a shareholder engagement effort undertaken by the board or management, we thought it would be helpful to highlight some things not to do as part of your engagements with shareholders. The recommendations in the paper reflect experiences that our clients have had during their shareholder interactions.

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