White papers archive

After two years of pandemic-enforced restrictions, members of the investment community need a compelling reason to travel to investor and analyst days. This...

This new report from Broadridge looks at the need for ESG programs to combine both strong scientific data and the analysis that decodes the data and what it...

This new report from Morrow Sodali offers a clear and easily digestible look at the new investment vehicles of direct and custom indexing. It covers: 3 key...

This report from Figbytes offers quick and effective tips to respond to investors' questions on ESG. It covers: How to avoid flooding stakeholders with more...

This new guide from Irwin and Novisto investigates the growing importance of ESG issues to investors and other important stakeholders such as customers...

This report from Morrow Sodali sets out the latest trends in activist investors’ portfolios. Using a proprietary model quantifying criteria such as reputation...

This briefing from Envestnet | Yodlee concisely sets out how analyzing de-identified consumer spending data can alert an IRO to the signals that investors look...

This report from Morrow Sodali outlines the major trends occurring globally amongst activist investors’ portfolios. Using a proprietary model quantifying...

This new report from Money Show offers tips on shareholder targeting, covering: Key qualities to look for in your ideal investor Tips for how IR professionals...

This report from Raymond James examines what an IRO needs to know in planning investor outreach, including: Key questions to ask a sponsor when deciding which...