Whitepapers Archive

What does it take to have a winning IR strategy?
The newest white paper from OTC Markets Group, reflects on the recent IR Magazine Awards – Small Cap. In its third year the calibre of nominees continues to improve and the paper offers case studies sharing best practice tips from winners and nominees. The success of the nominees and winners reflects on a range of IR best practices, including: A successful rebranding campaign by Safehold Industry-leading investor...Read more
Disclosure on Gender Diversity
The issue of gender diversity has become a prominent topic in corporate social responsibility discussions in recent years. Companies around the world have launched extensive programs and initiatives to tackle the gender gap in their workforces. At times, even when companies have implemented programs successfully, these efforts have gone unnoticed beyond the firm. This has been due, in part, to insufficient...Read more
Do You Know Your Stock’s Liquidity Characteristics?
This new white paper from ModernIR looks at why market structure analytics are a vital part of modern IR practice. It sets out a straightforward, jargon-free briefing to help you understand market structure so you can communicate it with your board, executives and other stakeholders. Download this helpful report today. Please complete the form below with the information requested. Once you have filled in the form,...Read more
Proxy Solicitation: Why is it important?
Do you know the difference between proxy solicitors and advisors, why inside votes are often the most difficult to get, where solicitors get their information and what issuers can do to help anticipate proxy challenges? "Having a proxy solicitor on board shows you are serious about corporate governance and knowing your shareholder base. They are valuable members of an issuer's team." — Ben Backberg, Associate...Read more
Key trends from 2019 AGMs
Equiniti has published its annual review of trends and developments during the 2019 AGM season. This report includes articles from Boudicca on the growth of shareholder activism, Korn Ferry on investors’ remuneration concerns, an update from the Investment Association on the Public Register and Emperor on how to make the most of your Annual Report. Corporate governance has continued to be high on the business agenda...Read more
The State of Climate Risk Disclosure: A Survey of US Companies
US companies are preparing to disclose their climate-related financial risks but face challenges to measure these risks and integrate them into their financial reports. These were among the findings of a report released by Donnelley Financial Solutions, Gargiulo + Partners, and the Society for Corporate Governance. Discover how US Companies are preparing to disclose climate risk in 2020 SEC filings. Please complete...Read more
A Common-Sense Approach to Corporate Purpose, ESG and Sustainability
The global push for sustainability has already proven to be a game changer that is altering the behavior of both institutional investors and companies. While investors struggle with the challenge of integrating ESG factors into their investment decisions, companies willing to define a meaningful corporate purpose and exploit the full potential of sustainability reporting can achieve important goals which are...Read more
The Q3 IPO Review
After seeing through a listing, markets want to see through the listed company The third quarter IPO market has been calmer and more reflective after the excitement of Q2’s unicorn stampede. Internationally, listings have been postponed as valuations have often failed to live up to companies’ expectations and investors await resolution to the US-China trade tariff dispute and Brexit. Exchanges have...Read more
5 Ways to Drive Higher Shareholder Engagement
Retail shareholders vote at a relatively low rate - averaging less than 30 percent overall, year-to-year. Do you know how technology and the consistent flow of communication can encourage their voices to be heard? Learn five ways to improve shareholder engagement in the proxy voting process. Please complete the form below to receive the eBook. Please complete the form below with the information requested. Once you...Read more
Crafting an Investor Thesis That Drives Value
Does your company have a great story to tell but analysts don’t seem to be hearing it? If you don’t define your company, your product, your space and your opportunity, investors will either do it for you or could ignore your company. A well-crafted investment thesis allows you to own your narrative and helps analysts and investors understand you. Find tips for developing an impactful investor thesis in this...Read more
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