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...
This briefing from Envestnet | Yodlee concisely sets out how analyzing de-identified consumer spending data can alert an IRO to the signals that investors look at to forecast quarterly targets and predict growth. This resource also offers a four...
IR Magazine’s IR Benchmarking report looks at measuring the quality of IR, including investor feedback and the views of senior management. Findings in this report are based on data from the IR Magazine Global IR Survey conducted in Q3 2022. By...
This report from Morrow Sodali outlines the major trends occurring globally amongst activist investors’ portfolios. Using a proprietary model quantifying criteria such as reputation, number of campaigns/outcomes, tactics/focus, board seats won...