Topic based reports

Your IR website needs to be CCPA compliant
The California Consumer Privacy Act "CCPA" goes into effect on January 1st, 2020 with a 12 month look back and your IR website will need to be compliant. This whitepaper will explain the law and what modifications will be required related to your website, privacy policy, and process and controls. Please complete the form below with the information requested. Once you have filled in the form, you will receive or be...Read more
The Return of Pre-Profit IPOs
The over-subscription for the Eventbrite, Lyft and Uber IPOs has shown the popularity of companies yet to achieve a profit. Mainstream media commentators have been quick to highlight their unprofitability as if it were a strange phenomenon, but in fact a record-breaking 83% of US IPOs were loss-making in the 12 months leading up to their float. What is driving such high numbers and, given the US exchanges’ ability...Read more
Jul 22, 2019
Investor Targeting report
Based on responses from more than 200 IR professionals and more than 100 members of the investment community, Investor Targeting investigates how companies in general and IR professionals in particular approach the targeting of investment, and looks at any recent developments in these programs. Data in the report is broken down by region, company market cap size and investor job title. The report...Read more
ESG Emerges in Activist Campaigns
Hedge fund activists are starting to adopt some of the issues that old-school environmental and social activists have been pushing for at companies for years. The convergence means ESG is more important than ever. Please complete the form below with the information requested. Once you have filled in the form, you will receive or be taken to the white paper. We need this information so that we can make the report...Read more
ESG & Activism
Has the heightened focus on ESG affected the way activists pursue value creation? Executives at public companies are typically familiar with the prospect of governance pressures from activists. But with so much attention on ESG as a threepronged premise, their eyes are opening to environmental and social pressures as well. Download this report today to read case studies and analysis about how this key issue is...Read more
Jul 01, 2019
Reporting and disclosure report
Based on responses from 742 IR professionals and more than 200 members of the investment community, Reporting & Disclosure looks at the nature of corporate reporting to the investment community and what investors and analysts would like to see in this reporting. Data in the report is broken down by region, company market cap size and investment community job title. The report looks in detail at the...Read more
There is more to ETFs than fees
Despite discussion surrounding the importance of ETF fees and the resulting race to zero, Bank of America Merrill Lynch (BofAML) has introduced new, and original, analysis showing that ETF selection should not always be driven by a fund’s expense ratio. There are other important considerations such as fundamental factors at the stock and sector level as well as technical factors that should be taken into account,...Read more
Jun 21, 2019
Investor Perception Study – Europe 2019
The Investor Perception Study – Europe 2019 looks at the current leading companies and individuals for IR in Europe as voted for by the European investment community. Key benefits: Learn which companies are the best current exponents of IR in Europe Identify the high performers in nine different IR research categories Find out why they were nominated from verbatim comments made by the...Read more
Telling your ESG story right
ESG issues are absolutely on the minds of investors. But that doesn’t mean they have the time or wherewithal to sift through big, flowery ESG reports. This useful guide from Clermont Partners looks at how to satisfy your investors, improve your ESG ratings and save yourself some time in the process. Covering how and when to share ESG information, how and why to establish an ESG task force in your organisation and...Read more
Stewardship is eating your world
What is Investment Stewardship? As Vanguard puts succinctly, investment stewardship is “the ways that asset managers/asset owners care for the assets entrusted to them by investors/beneficiaries.” This new report from Glass Lewis examines stewardship - what it is, how they assert it's changing markets, why they say it puts investor relations professionals and corporate secretaries on the frontlines...Read more
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