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Engaging Investors in XBRL - Successful Conversion to an Improved Information Experience. December 5, 2006 Chuck Callan ADP Investor Communication Services. Opportunity for Engagement: Shareholder Democracy. 90+ million U.S. equity shareholders 13,000+ shareholder meetings each year

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engaging investors in xbrl successful conversion to an improved information experience

Engaging Investors in XBRL - Successful Conversion to an Improved Information Experience

December 5, 2006

Chuck Callan

ADP Investor Communication Services

opportunity for engagement shareholder democracy
Opportunity for Engagement: Shareholder Democracy
  • 90+ million U.S. equity shareholders
  • 13,000+ shareholder meetings each year
  • “Perishable Window” - 30 days
  • Identify - Distribute - Tabulate - Report

Two-Thirds of Investors Vote “Some” or “All” of the Time.

How to increase voting participation and end-to-end process efficiency?

what is vs what if
What Is vs. What If
  • 15 million U.S. investors use e-delivery and e-voting
    • 2.5 million no longer use e-delivery
  • 75 million prefer paper: comfort and security
  • Carrot and Stick?
    • Carrot: XBRL
    • Stick?: e-Proxy
e proxy changing the default reduces participation
e-Proxy: Changing the Default Reduces Participation

Findings of three, separately conducted surveys:

Source: Comment letters on Internet Availability of Proxy Materials.

investor communications technology suite a better way to engage investors
Investor Communications Technology Suite:A Better Way to Engage Investors

XBRL Support

Secure, Shareholders-Only

Discussion Room

e-Only Contests

Investor Mailbox

Integrated Research

& Recommendations

Dual Distribution

shareholders only chat room
Shareholders-Only Chat Room

A Qualitatively Improved Information Experience

Awareness,

Access &

Preferences

Relevance

& Usage

Identity

Validation

& Privacy

Execution

& Action

Investor Driven: access to

information, tools, and

other investors.

Broadly Inclusive: 90M+ investors, 1B+ notifications yearly

Secure: unique 12-digit

control number for each

position

Informed Participation: vote

proxies, communicate, and

transact

InvestorDelivery.com

15 M+ Retail Investors

Communications

Vote

Identify Shareholders as of Record Date

ProxyEdge.com

CHAT

Corporate Action

POST

2,500+ Institutional Investors

(55% NYSE Shares)

Survey

Information

Investor Mailbox

Director Communications

90M+ Investor Accounts with 800+ Nominees

-- Holding Shares in 13K+ Issuers

SEC Filings

Private Label Broker Portal – Regulatory

& Transaction Communications

Issuer Information

Request Information

Analysis

Dual Distribution

Research

800+ Nominees

Potential: 20 M+

Tools

My Preferences

OBOs and NOBOs

Investor Preferences

Links

85 M+ Householding

Voting, E-Delivery, Content

sec rulemaking choices for investors
SEC Rulemaking - Choices for Investors

Investors have a number of choices today for information delivery and voting:

  • Can opt-in for Internet delivery
  • Can opt-in for ProxyEdge
  • Can utilize regular mail
  • Can utilize telephone voting on a 24x7 basis
  • Can utilize internet voting on a 24x7 basis
  • Can household mailings to the same address
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