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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December 5, 2006
ADP Investor Communication Services
Two-Thirds of Investors Vote “Some” or “All” of the Time.
How to increase voting participation and end-to-end process efficiency?
Findings of three, separately conducted surveys:
Source: Comment letters on Internet Availability of Proxy Materials.
A Qualitatively Improved Information Experience
Investor Driven: access to
information, tools, and
Broadly Inclusive: 90M+ investors, 1B+ notifications yearly
Secure: unique 12-digit
control number for each
Informed Participation: vote
proxies, communicate, and
15 M+ Retail Investors
Identify Shareholders as of Record Date
2,500+ Institutional Investors
(55% NYSE Shares)
90M+ Investor Accounts with 800+ Nominees
-- Holding Shares in 13K+ Issuers
Private Label Broker Portal – Regulatory
& Transaction Communications
Potential: 20 M+
OBOs and NOBOs
85 M+ Householding
Voting, E-Delivery, Content
Investors have a number of choices today for information delivery and voting: