Whitepapers Archive

The Future of ESG and Sustainability Reporting: What Issuers Need to Know Right Now
In the past two proxy seasons, Environmental, Social and Governance (ESG) has increasingly become a subject discussed on earnings calls, in annual reports, during roadshows and in face-to-face meetings with institutions. This white paper highlights how companies can improve their ESG disclosures, while also building the case for why such disclosures are increasingly important for investors and other stakeholders...Read more
Corporate access gets a refresh and IROs get an opportunity!
Mifid II is completely changing traditional corporate access, from the shrinking role of the sell side to the rise of the buy side and increased numbers of independent service providers. This report from WeConvene suggests that, with the changes taking place, it makes sense to use the term ‘investor access services’ instead of corporate access because investor access services better reflects the changing landscape...Read more
Small-cap company guide - Best practices for being public and raising capital
This straightforward guide from OTC Markets provides a variety of useful, immediately applicable tips and checklists for small-cap companies seeking to raise capital and grow their businesses, including: IPO Alternatives Capital Raising Guide - 5 key considerations for this crucial issue Creating a Successful Small-Cap IR Program: how to choose the right management team the importance of providing good & timely...Read more
Digital Marketing for IR: 7 Tips for 2018
When marketing to investors, your digital strategy must be a primary focus. Whether it is to generate interest from potential investors for your company, or perhaps to educate your shareholders on the latest updates or highlights of your business, your strategy should encourage readers to take action through your digital properties, such as your website, video content, presentation reports and more. With 2018 being...Read more
The unsustainable mismatch in pricing for corporate access
The operating model for Corporate Access delivery has remained relatively unchanged since its inception as a service, but post-MiFID II the traditional providers of corporate access (the sell side) are realizing they need to perform a radical review of their corporate access offerings to ensure the business remains viable and sustainable. This will have far reaching implications for the entire corporate access...Read more
OTC Markets 2018 Annual Market Review
OTC Markets Annual Market Review Booklet highlights the milestones and events from the past year as the company continues to champion access to efficient public trading markets for innovative and entrepreneurial companies. Download now to review the key developments on the OTCQX Best Market and the OTCQB Venture Market. Please complete the form below with the information requested. Once you have filled in the form,...Read more
Best Practices For IR Websites and Leveraging Digital Tools
The Investor Relations website is often considered a company “calling card”, serving as a critical platform for communicating with investors and potential shareholders about a company’s investment thesis, corporate strategy, and financial data. This white paper provides an overview on “best practice” IR website components -- such as intuitive navigation, innovative digital tools, and the implementation of analytics...Read more
How private companies raise equity: A guide to a rapidly evolving landscape
This eBook from IR Magazine and sponsored by Computershare describes what is involved in raising capital as a private entity and the various options for meeting requirements as painlessly as possible. Historically, companies went public because becoming a fully reporting company and listing on a major exchange constituted the best way for them to raise the equity capital they needed. Today, that’s no...Read more
Looking Back, and Planning Ahead: Insights for the 2018 Proxy Season
As we move forward in 2018, it is important to reflect on the significant trends that defined the 2017 proxy season and draw lessons from the data and our collective experience. This report from MacKenzie Partners is intended to serve not only as a stand-alone educational tool, but the continuation of a conversation between boards and their respective advisors as they prepare for the 2018 season. Please complete the...Read more
Four things you need to be prepared for on your earnings calls
IROs need to prepare their executives for their earnings and investor meetings. But what are the hot topics you need to be SURE you prepare for this year? Intelligize identifies the four things IROs need to be prepared for on earnings calls and how to ensure you have all the information you need to prepare your executives for earnings calls. Please complete the form below with the information requested. Once you...Read more
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