Reporting Monthly archive

Sep 21, 2022
ESG on the earnings call: Getting senior management involved
‘I find that if your earnings call just speaks to your financials, you’re not going to have too much participation from the investor community,’ says Brian Dingerdissen of Essential Utilities, talking post-call evaluations. ‘We try to have a guest member of management on our calls. For example, we include our chief operating officer once or twice a year to give him some exposure to investors and provide a deeper dive into how a utility works, or a specific c...
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Sep 15, 2022
Climate-change exposure: 90 percent of largest firms have at least one asset at risk
More than nine in 10 (92 percent) of the world’s largest firms have at least one asset at ‘high risk’ to physical hazards caused by climate change by the 2050s, according to research from S&P Global – a figure that rises to 98 percent by the 2090s. More than a third (34 percent) of companies in the S&P 1200 have at least one asset where the physical risks of climate change are equivalent to 20 percent or more of that asset’s value by the 2050s, ris...
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Sep 13, 2022
Five things we learned from the GCC earnings season
Equity markets of the Gulf Cooperation Council (GCC) have outperformed most other regions and indices in 2022, and this trend continues beyond the latest earnings cycle. Using natural language processing algorithms to read millions of words of earnings presentations and analyst Q&A sessions points to the value of IR in building on those gains and building a wider following among brokers and the investment community. Matching language in earnings calls with the d...
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Sep 12, 2022
TCFD reporting drives ESG integration in annual reports
The introduction of mandatory TCFD reporting is helping to boost awareness of climate-related risk and making ESG the thread that runs through annual reports. This is among the findings in an analysis of reporting from major institutional investors by strategic communications firm Luminous. Companies increasingly link ESG not just to their strategy (16 percent), business model (14 percent) and KPIs (15 percent), but also to executive remuneration (16 percent), demon...
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Sep 08, 2022
Sustainability and diversity shortfalls in institutional investor reporting, reveals new research
Most of the reporting from major institutional investors analyzed against stewardship themes by strategic communications firm Luminous ‘still has room for improvement’ in sustainability, ethnic & gender diversity and addressing climate-change impacts. But these investors have made positive efforts in developing their workforce, mitigating their impacts on nature and increasing the representation of women in the boardroom. ...
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Sep 02, 2022
Beyond ESG reporting disconnects between issuers and institutional investors
It may not feel like it, but we’re still in the early stages of the evolution of ESG reporting. It took at least half a century to get to a set of generally accepted accounting standards and those, of course, have continued to evolve. We expect the ESG reporting space, moving at capacity-straining speed, to complete its journey faster. Nonetheless, if ESG reporting were a baseball game, we’re probably at the bottom of the third inning. Early-stage big ideas are ...
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