Following the merger of ABI Investment Affairs with the IMA on 30th June 2014, The Investment Association has assumed responsibility for guidance previously issued by the ABI.
Shareholder Priorities 2023 - February 2023
Shareholder Priorities and IVIS approach for 2022 - March 2022
Shareholder Priorities for 2021 - Supporting Long Term Value in UK-Listed Companies - January 2021
Shareholder Priorities for 2020 - Supporting Long Term Value in UK-Listed Companies - January 2020
Executive Remuneration During the COVID-19 Pandemic - Shareholder Expectations - 16 November 2020
The Investment Association Principles of Remuneration - November 2022
Letter to Remuneration Committee Chairs - November 2022
Uncapped Incentive Plans – January 2011
Joint Statement on Executive Contracts and Severance by the ABI and NAPF – February 2008
Virtual-Only AGMs IA Position Statement - December 2017
The Investment Association - Guidelines on Audit Tenders - January 2017
Letter to FTSE Chairman - Board Oversight of profit expectations and dividend policy - May 2016
Board effectiveness - continuing the journey - A EY/The Investment Association joint report - April 2015
Companies Act and Articles of Association Guidance - October 2009
The Investment Association Long Term Reporting Guidance - May 2017
The Investment Association Position Paper on Quarterly Reporting and Quarterly Earnings Guidance - November 2016
The Investment Association Guidelines on Viability Statements - November 2016
The Investment Association Guidelines on Responsible Investment Disclosure – January 2007
Developments in Narrative Reporting – November 2006
Share Capital Management Guidelines - February 2023
Share Capital Management Guidelines - July 2016
Transaction Guidelines - November 2014
The Investment Association position on Lock-Up Agreements - April 2014
Pre-emption Group – Disapplying Pre-emption Rights – A Statement of Principles – November 2022
Pre-emption Group - Template Resolutions - November 2022
Shareholder Pre-emption Rights and Vendor Placings – August 1993
ABI/NAPF - Pre-emption and Underwriting – July 1996
The Investment Association Guidelines for New Issue Transactions in Fixed Income - October 2015
The Investment Association Position on Consent Fees - March 2015
The Investment Association - Special Committees - FAQs
Model covenants in Sterling and Euro Bond issues - June 2010European Corporate Bond Markets: transparency, liquidity, efficiency - May 2006
European Government Bond Markets: transparency, liquidity, efficiency - May 2006
Improving the functioning of European bond markets: towards a consensus - April 2006
Improving Corporate Governance and Shareholder Engagement - July 2013
Encouraging Equity Investment - Facilitation of Efficient Equity Capital Raising in the UK Market - July 2013
Investibility of UK Banks - December 2012
Board Effectiveness - Updating progress, promoting best practice - December 2012
Comply or Explain - Investor expectations and current practices - December 2012
Board Effectiveness - Highlighting best practice: encouraging progress - September 2011