Viewing Investor Engagement Report

With the Diligent One Platform, the Investor Engagement Report uses data from Diligent Market Intelligence (DMI) to help publicly listed companies quickly understand their risk to shareholder activism and voting dissent compared to their DMI derived peers. Additionally, the report highlights how CEO pay compares to the companies disclosed peers from proxy statements. For further information about the methodology of the report, go to Investor Engagement Report methodology.

Note

If Diligent One Platform is not visible in the left-hand navigation panel, or if Investor Engagement Report is not displayed in the Diligent One Platform, the Investor Engagement Report has not been enabled for either you or your site. Contact your Customer Success Manager for assistance.

  1. In the Diligent One Platform, select Investor Engagement Report to open the report.

  2. In the Investor Engagement section, you can view your company's activist vulnerability risk rating and overall score against its DMI peer group.

  3. In the Activist Vulnerability Screening section, move your mouse over the Fundamentals, Ownership, Voting, or Governance categories to view whether your company is considered Healthy or Unhealthy against your default DMI peer group.

  4. In the Vulnerability Factors section, move your mouse over the individual factors related to the Fundamentals, Ownership, Voting, or Governance categories to view whether they are considered Healthy or Unhealthy.

  5. In the Management Vote Support section, you can view the level of support that the top three shareholders gave to management proposals at the last AGM meeting.

  6. In the CEO Total Granted Compensation section, you can view the total granted compensation for the CEO role for the most recently disclosed year but does not display realized or outstanding compensation in relation to your company's Diligent derived peers.

  7. In the Activist Vulnerability Screening and CEO Total Granted Compensation sections, select the Menu Options icon and select View summary data to view more information about the data shown in the visualization. The Vulnerability metric (count) column displays the number of metrics that are considered for the calculation in the category health score.

  8. In the Vulnerability Factors and Management Vote Support sections, select the Menu Options icon and select Export to Excel to download the data from the visualizations to an Excel file.

  9. In all the visualizations, you can select the Menu Options icon and select Export to CSV to download the data from the visualizations to a CSV file.