Инвесторы Cevian требуют от независимых директоров больше времени на работу с компаниями

Is too much expected of non-executive directors (NEDs)? These are the part-time directors who keep an eye on how a company is managed. They’re not employees, but over the years they’ve come under greater scrutiny as the world has become more complex and volatile. Instead of concentrating solely on devising strategies, assessing their execution and reviewing a company’s allocation of capital, these days NEDs are also expected to oversee compliance, risk, remuneration, sustainability, cyber security and, more recently, AI issues. This concerns the Swedish founders of Cevian. As “a long-term investor in European public companies with a proactive and hands-on approach to value creation”, Cevian has a 13 per cent stake in Smith & Nephew (SN.). Based on discussions with FTSE 100 NEDs, institutional investors and consultants, Cevian recently published a report with Willis Towers Watson, a global advisory and broking company, entitled ‘Investing in the boardroom: Pay, alignment and UK plc performance’, in which it argues that NEDs need to devote more time to their companies.