Whitepapers Archive

Your IR website needs to be CCPA compliant
The California Consumer Privacy Act "CCPA" goes into effect on January 1st, 2020 with a 12 month look back and your IR website will need to be compliant. This whitepaper will explain the law and what modifications will be required related to your website, privacy policy, and process and controls. Please complete the form below with the information requested. Once you have filled in the form, you will receive or be...Read more
The Return of Pre-Profit IPOs
The over-subscription for the Eventbrite, Lyft and Uber IPOs has shown the popularity of companies yet to achieve a profit. Mainstream media commentators have been quick to highlight their unprofitability as if it were a strange phenomenon, but in fact a record-breaking 83% of US IPOs were loss-making in the 12 months leading up to their float. What is driving such high numbers and, given the US exchanges’ ability...Read more
ESG Emerges in Activist Campaigns
Hedge fund activists are starting to adopt some of the issues that old-school environmental and social activists have been pushing for at companies for years. The convergence means ESG is more important than ever. Please complete the form below with the information requested. Once you have filled in the form, you will receive or be taken to the white paper. We need this information so that we can make the report...Read more
ESG & Activism
Has the heightened focus on ESG affected the way activists pursue value creation? Executives at public companies are typically familiar with the prospect of governance pressures from activists. But with so much attention on ESG as a threepronged premise, their eyes are opening to environmental and social pressures as well. Download this report today to read case studies and analysis about how this key issue is...Read more
There is more to ETFs than fees
Despite discussion surrounding the importance of ETF fees and the resulting race to zero, Bank of America Merrill Lynch (BofAML) has introduced new, and original, analysis showing that ETF selection should not always be driven by a fund’s expense ratio. There are other important considerations such as fundamental factors at the stock and sector level as well as technical factors that should be taken into account,...Read more
Telling your ESG story right
ESG issues are absolutely on the minds of investors. But that doesn’t mean they have the time or wherewithal to sift through big, flowery ESG reports. This useful guide from Clermont Partners looks at how to satisfy your investors, improve your ESG ratings and save yourself some time in the process. Covering how and when to share ESG information, how and why to establish an ESG task force in your organisation and...Read more
Stewardship is eating your world
What is Investment Stewardship? As Vanguard puts succinctly, investment stewardship is “the ways that asset managers/asset owners care for the assets entrusted to them by investors/beneficiaries.” This new report from Glass Lewis examines stewardship - what it is, how they assert it's changing markets, why they say it puts investor relations professionals and corporate secretaries on the frontlines...Read more
First look at the 2019 proxy season
The 2019 proxy season so far shows increased shareholder focus on ESG issues, according to this report from Computershare | Georgeson. Download this useful resource to find out what this means for your strategy, covering sections on environmental and sustainability issues, social issues and more. Please complete the form below with the information requested. Once you have filled in the form, you will receive or be...Read more
Director Tip Sheet: Discussing Boardroom Diversity With Major Shareholders
Shareholder pressure to boost board diversity of skills, experience, age, gender, race/ethnicity, and other attributes continues to increase. NACD has released the Director Tip Sheet: Discussing Boardroom Diversity With Major Shareholders to help inform director-investor conversations about board diversity and composition. This tip sheet, created with input from the investor community, offers guidance and...Read more
Small-cap governance standards
Often associated with larger firms, corporate governance is just as important for small and micro-cap companies. By adhering to high governance standards, small-caps are better placed to achieve their goals and attract new investment. The appropriate internal controls of a small-cap will look different from those of a large-cap. The latest white paper, prepared by OTC Markets, examines the basic governance standards...Read more
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