The role of institutional investors as activists: a critical review of active ownership

Detalhes bibliográficos
Autor(a) principal: Reis, Tiago Rafael Querido Dos
Data de Publicação: 2020
Tipo de documento: Dissertação
Idioma: eng
Título da fonte: Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
Texto Completo: http://hdl.handle.net/10362/104702
Resumo: The following study serves as a conceptual compendium of relevant informationabout active ownership for BPI Gestão de Activos, a Portuguese asset management company. Initially,theauthordevelopsthetopicbydrawingonpriorempiricalevidenceonthefinancial benefits of active ownership. At the next stage, guidelines on how to build an effective active ownership policy are provided, with a focus on the due diligence process, prioritization and methods of engagement of both voting and engagement activities and respectivetransparency.Specific considerations are given for activists investing in fixed income securities, emerging markets and engaging with public policymakers. Finally, the author uses a Brazilian power generationcompany-Eneva-toguideapracticalapproachonimplementingactiveownership.
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spelling The role of institutional investors as activists: a critical review of active ownershipInstitutional investorsActivismEngagementProxy votingDomínio/Área Científica::Ciências Sociais::Economia e GestãoThe following study serves as a conceptual compendium of relevant informationabout active ownership for BPI Gestão de Activos, a Portuguese asset management company. Initially,theauthordevelopsthetopicbydrawingonpriorempiricalevidenceonthefinancial benefits of active ownership. At the next stage, guidelines on how to build an effective active ownership policy are provided, with a focus on the due diligence process, prioritization and methods of engagement of both voting and engagement activities and respectivetransparency.Specific considerations are given for activists investing in fixed income securities, emerging markets and engaging with public policymakers. Finally, the author uses a Brazilian power generationcompany-Eneva-toguideapracticalapproachonimplementingactiveownership.Prado, Melissa PorrasRUNReis, Tiago Rafael Querido Dos2023-01-03T01:30:56Z2020-01-132020-01-032020-01-13T00:00:00Zinfo:eu-repo/semantics/publishedVersioninfo:eu-repo/semantics/masterThesisapplication/pdfhttp://hdl.handle.net/10362/104702TID:202493393enginfo:eu-repo/semantics/openAccessreponame:Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)instname:Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informaçãoinstacron:RCAAP2024-03-11T04:50:15Zoai:run.unl.pt:10362/104702Portal AgregadorONGhttps://www.rcaap.pt/oai/openaireopendoar:71602024-03-20T03:40:19.747532Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) - Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informaçãofalse
dc.title.none.fl_str_mv The role of institutional investors as activists: a critical review of active ownership
title The role of institutional investors as activists: a critical review of active ownership
spellingShingle The role of institutional investors as activists: a critical review of active ownership
Reis, Tiago Rafael Querido Dos
Institutional investors
Activism
Engagement
Proxy voting
Domínio/Área Científica::Ciências Sociais::Economia e Gestão
title_short The role of institutional investors as activists: a critical review of active ownership
title_full The role of institutional investors as activists: a critical review of active ownership
title_fullStr The role of institutional investors as activists: a critical review of active ownership
title_full_unstemmed The role of institutional investors as activists: a critical review of active ownership
title_sort The role of institutional investors as activists: a critical review of active ownership
author Reis, Tiago Rafael Querido Dos
author_facet Reis, Tiago Rafael Querido Dos
author_role author
dc.contributor.none.fl_str_mv Prado, Melissa Porras
RUN
dc.contributor.author.fl_str_mv Reis, Tiago Rafael Querido Dos
dc.subject.por.fl_str_mv Institutional investors
Activism
Engagement
Proxy voting
Domínio/Área Científica::Ciências Sociais::Economia e Gestão
topic Institutional investors
Activism
Engagement
Proxy voting
Domínio/Área Científica::Ciências Sociais::Economia e Gestão
description The following study serves as a conceptual compendium of relevant informationabout active ownership for BPI Gestão de Activos, a Portuguese asset management company. Initially,theauthordevelopsthetopicbydrawingonpriorempiricalevidenceonthefinancial benefits of active ownership. At the next stage, guidelines on how to build an effective active ownership policy are provided, with a focus on the due diligence process, prioritization and methods of engagement of both voting and engagement activities and respectivetransparency.Specific considerations are given for activists investing in fixed income securities, emerging markets and engaging with public policymakers. Finally, the author uses a Brazilian power generationcompany-Eneva-toguideapracticalapproachonimplementingactiveownership.
publishDate 2020
dc.date.none.fl_str_mv 2020-01-13
2020-01-03
2020-01-13T00:00:00Z
2023-01-03T01:30:56Z
dc.type.status.fl_str_mv info:eu-repo/semantics/publishedVersion
dc.type.driver.fl_str_mv info:eu-repo/semantics/masterThesis
format masterThesis
status_str publishedVersion
dc.identifier.uri.fl_str_mv http://hdl.handle.net/10362/104702
TID:202493393
url http://hdl.handle.net/10362/104702
identifier_str_mv TID:202493393
dc.language.iso.fl_str_mv eng
language eng
dc.rights.driver.fl_str_mv info:eu-repo/semantics/openAccess
eu_rights_str_mv openAccess
dc.format.none.fl_str_mv application/pdf
dc.source.none.fl_str_mv reponame:Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
instname:Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação
instacron:RCAAP
instname_str Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação
instacron_str RCAAP
institution RCAAP
reponame_str Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
collection Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos)
repository.name.fl_str_mv Repositório Científico de Acesso Aberto de Portugal (Repositórios Cientìficos) - Agência para a Sociedade do Conhecimento (UMIC) - FCT - Sociedade da Informação
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