This “closed-door” session will provide a forum to exchange insights and identify emerging best practices for investor engagement on climate transition planning, a timely and growing priority for investors. The event will feature investor perspectives on key successes, challenges, and opportunities within these engagements, including insights from Andrea Ranger, Director of Shareholder Advocacy at Trillium Asset Management. It will also highlight leading use cases for the newly updated Transition Plan Index tools to deepen engagements and drive impact. 

Discussion topics will include: 

• Emerging best practices and lessons learned from transition plan engagements 

• Common barriers and practical tools for more effective dialogue 

• Strategies for utilizing the Real Economy Transition Plan Index during engagements 

• How sector-specific considerations shape engagement expectations and withdrawal criteria 

• Opportunities for collaboration to strengthen investor asks and incentivize corporate climate action 

Additional details on the schedule and speakers will be shared in the coming weeks. Please register here and feel free to share it with your network. Attendance will be limited to two registrants per organization. We look forward to seeing you there. 

Inquiries: Naila Karamally — karamallyn@c2es.org 

Speakers