F.A.Q.

How do I create an Advocacy Plan?

Click on 'New Advocacy Plan' on the Advocacy Plan homepage. Follow instructions to Create and Edit Advocacy Plan.

How do I invite other people to join my Advocacy Plan?

The Advocacy Plan owner can list participants in their plan. However, anyone can contribute actions toward an open Advocacy Plan step. By adding an open step to your plan, you are essentially inviting any IEP user to contribute an action and 'join' the plan.

 

Working groups are the best way to spread the word about a plan and to encourage other investors to participate.

Can I contribute to other people's Advocacy Plans?

Yes, anyone can contribute a completed action to advocacy plan. Actions are part of steps, and steps are the backbone of an Advocacy Plan. Only the owner of a plan can set the steps, but anyone is welcome to suggest a new step via the chat box in the bottom of your screen when viewing the Advocacy Plan. If the owner chooses to create a new step, then the user can contribute a completed action to that step as well.

How do I add new names of participants ( names not available in the drop down couldn't be added ) ?

To add a Participant to the Advocacy Plan the Participant has to be registered into the Advocacy Plan.

How do I add the name of an advocacy target ( company or agency ) that is not listed?

Contact the Alliance with the Contact us form.

Where do I find drafts? How do I save an unpublished draft for review?

Drafts are available under your profile. You have the option to save Advocacy Plans as Draft/ Unpublished/ To Review. If the plan is ready to be reviewed before publishing, select To Review. If you want to come back to your plan before it is submitted for review ahead of publishing, please select Draft. You can revisit Drafts by going to your profile.

How do I find my Advocacy Plan after entering and saving in a draft to go back to submit later?

Advocacy Plans and other content are listed under your profile.

Can all entrants to the IEP view all advocacy campaigns on the Platform across sectors and programs?

Yes, it is important that all IEP users have access to the array of advocacy underway by Alliance staff and members.

Is the IEP for Alliance members only? Can policy experts, academics, and policy partners join the IEP? Is there an introductory period for non-members?

The IEP is an Investor Engagement Portal. It is a closed community for investors only, to share notes and information relevant to engagement and advocacy with targets (typically issuers) based on E, S and G topics. For the sake of effective investor advocacy, it is not generally open to experts, academics or policy partners. These individuals can advise and guide advocacy via participation in Alliance programs and working groups. IEP users are all investors, either Alliance members or those granted a trial membership.

 

For a trial membership, please contact a member of Alliance staff.

Who will have access to the documents and emails I post on the IEP? Is the IEP private or public?

IEP users are all investors, either Alliance members or those granted a trial membership. All Advocacy Plans on the IEP are visible to other IEP users. In contrast, Bulletin Board posts can be kept private (only for members of the user's own investment team) if the 'privacy' box is checked in the bottom right corner of the post.

Does anyone verify the details of my Advocacy Action or Bulletin Board posts?

Yes, Advocacy Plans are regularly reviewed by the relevant Alliance Director. Bulletin Board posts will be checked for the veracity of the recorded attendees, topics covered, and material summarized.

Who is able to approve my Advocacy Plan / Can I solicit help on my Plan?

Once an Advocacy Plan is submitted for review, the relevant Alliance Director will finalize the plan via 'publishing' it. For help crafting a plan an its various steps, please contact the relevant Director associated with the program or working group that aligns most closely with the Advocacy Plan sector.

How do I submit a new Advocacy Plan for approval?

After you've populated the Advocacy Plan, you can submit 'To Review.' Once an Advocacy Plan is submitted for review, the relevant Alliance Director will finalize the plan via 'publishing' it. For help crafting a plan an its various steps, please contact the relevant Director associated with the program or working group that aligns most closely with the Advocacy Plan sector.

What is the difference between a Bulletin Board post and an Advocacy Plan?

Bulletin Board posts are a way of sharing meeting notes with an issuer. Any notable engagement that involves a meaningful E, S, or G topic could be grounds for posting on the Bulletin Board. A common example would be a conversation that occurs during an issuer roadshow, in order to alert other investors about a potential E, S or G gap that they too can raise in subsequent roadshow meetings.

 

Advocacy Plans are organized and sustained efforts to achieve a specific E, S or G outcome via a series of engagements with an advocacy target. Advocacy Plans are composed of steps and actions. Investors are invited to complete actions toward the pre-defined steps. Typical steps might incude educating investors, asking them to send emails or letters to a target, asking them to have meetings with the target, and asking them to make their advocacy public, as examples.

What level of detail is required in a Bulletin Board post?

A Bulletin Board post must include at least one attendee, the date and time, the topics covered, and material summarized. Most important is to communicate the relevant E, S or G issue or concern to other investors.