White papers archive

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...

This new report from Lumi focuses on thinking beyond the AGM, and looking at how the IR function can deliver greater, year-round engagement . It covers: How to...

This new report from Cowen offers: Tips and tools on how to meet the increasing demand for bespoke IR messaging Where and how to deliver your roadshow How to...

This new report from Proxymity looks at: How current macroeconomic factors are intensifying investor scrutiny and in which areas Current impediments in the...

Investor relations plays an integral part in the health and success of public companies globally, even more so in volatile markets where IR departments must...

This guide from DFIN is a searchable catalogue of innovative and shareholder-friendly proxy statement sections, topics and features. These real-life proxy...

This new report from Alliance Advisors looks at what companies need to know about the expectations around corporate ESG reporting which have been evolving in...

This new report from S&P Global explores the shift from qualitative to quantitative analysis that many companies are grappling with today, with regards to TCFD...

This briefing provides an ESG Q&A with Greg Reppucci, senior director of sustainability at Morrow Sodali, including: key takeaways from this past proxy season...

This new report from Okapi Partners offers analysis on two main trends companies should pay attention to for the upcoming proxy season: a likely surge in...