Reports Library


Extreme pressure: How regulation and shifts in investment preferences have fundamentally changed investor relations for small cap companies
This new white paper from Asbury Investor Relations examines the sea change taking place in the capital markets ecosystem over the past three years, covering: ESG Mifid II The rise of retail ownership Activism This report focuses particularly on the impact of these changes on small and mid-cap companies , most of which do not currently have adequate resources to properly deal with these issues. The...Read more
The state of virtual and hybrid investor conferences 2021
As the leading partner to global banks in hosting and managing virtual investor conferences, OpenExchange is working with conference organizers to define the post-pandemic landscape of investor events. In their recent report, they surveyed conference organizers, presenters and attendees to fully capture how they view the future of investor conferences. Some highlights of the report include: how...Read more
Irwin case study: Constellation Software
This new case study of Constellation Software, a leading provider of specialized software and services, includes insights from CFO Jamal Baksh on some of the challenges he has faced as a one-man show managing all the IR strategy and keeping track of investor activity, and the solutions he has found. It covers: monitoring shareholders and identifying potential activism how to quickly access shareholder histories how...Read more
Pitfalls to avoid in investor relations communications
This new report from Cision offers insights and analysis on four of the most frequent mistakes they regularly observe in IR messaging – and how to fix them. It covers: Neglecting to communicate long-term goals Inconsistent messaging Limiting your targets And more! Download it today! Please complete the form below with the information requested. Once you have filled in the form, you will receive or...Read more
Addressing questions about the materiality of corporate ESG disclosure
Over the last few months the topic of 'materiality' in disclosures has been the subject in several SEC leadership speeches. This briefing from DFIN focuses on ESG and materiality assessment, and presents best practice to determine company-specific materiality and decide on content to be disclosed or not. It answers questions such as: How long does a materiality assessment take? What is the best way to use the...Read more

Research Archive

logo-black logo-black