White papers archive

This report from Morrow Sodali outlines the latest major trends occurring globally among activist investors’ portfolios. It includes: Which activist investors...

What does success look like for a new IRO? Is there a surefire strategy for ensuring success in your first 90 days? What does the plan look like? This report...

In this resource, AlphaSense provides a comprehensive checklist to help you wrangle all your research needs as you prepare for your next earnings season. It...

This report from AlphaSense provides a briefing on how AI is affecting the investment community and its impact on IR. It covers: statistics and analysis on how...

This updated handbook from DFIN provides a practical guide for public companies navigating the SEC’s compensation disclosure rules anticipated rulemaking...

This useful report from DFIN provides an overview of recent legislative, regulatory and shareholder developments, and guidance on how these developments will...

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...