The Investor Perception Study – US 2023 looks at the current leading companies and individuals for IR in the US as voted for by the investment community. A total of 511 portfolio managers and analysts took part in online and telephone surveys in...
After two years of pandemic-enforced restrictions, members of the investment community need a compelling reason to travel to investor and analyst days. This report from Lumi sets out: How to plan and provide high-value investor day experiences...
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 tells your investors about your company's story. It includes: Top four tips for...
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 areas companies will need to be mindful of , including ownership profile shifts The...
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 data than they can digest Top tips for engagement and how to make this work for both...
This new guide from Irwin and Novisto investigates the growing importance of ESG issues to investors and other important stakeholders such as customers, consumers and employees. It covers: How to define materiality of ESG issues, including...
IR Magazine’s Corporate Social Activism report examines active engagement by companies in social and political issues. Findings in this report are based on data from the IR Magazine Global IR Survey conducted in Q3 2022 and the IR Magazine...
This report from Morrow Sodali sets out the latest trends in activist investors’ portfolios. Using a proprietary model quantifying criteria such as reputation , number of campaigns/outcomes , tactics/focus , board seats won and recency of...