Whitepapers Archive

Investor days - Seven keys to success
What’s the difference between an unforgettable Investor Day and one you’d rather forget? Find the answer in this impactful whitepaper, which offers seven keys to Investor Day success. From choosing the best location for the event to leveraging your digital capabilities to amplifying the event through social media, these tips can help ensure that your Investor Day has a positive impact—both during the event and in...Read more
Reimagining the earnings call – Case study: Elon Musk and Tesla
This report from Say provides an in-depth case study of Tesla’s Q4 2018 and Q1 2019 calls to examine cutting-edge developments in earnings calls from an industry giant that you can learn from. Including statistics and analysis of these calls to help you understand these new trends as well as insights on what Elon Musk wants from earnings calls, download this fascinating report today. Please complete the form below...Read more
Driving 21st-century IR with market structure analytics
What should Investor Relations professionals be doing differently in the 21 st century versus the 20 th ? The answer: Adapting to what the money is doing. In 1995, 80% of market volume was driven by Active Investment. Today, just 12% comes from stock-pickers. That means IR moves from a total focus on telling the story, to owning the data. Here’s a practical guide for IR as chief intelligence officer. Please complete...Read more
Strategic transformation - How regulation and shifts in investment preferences are fundamentally changing investor relations
Just over a year ago, most U.S. based Investor Relations professionals, didn’t even know what MIFID II stood for (and many still don’t), and passive outreach was resigned to an annual one-sided dialogue around proxy season, if at all. In addition to MIFID II and passive investing, the continued importance placed on Environmental, Social and Governance (ESG) and the changing face of activism have all presented unique...Read more
Data-Driven IR: Using Analytics to Measure IR Success
Today’s IRO is the Data-Driven IRO. Enhance Your Company’s Investor Outreach with Nasdaq. Today’s IR teams are taking on more investor outreach internally, requiring more actionable data and analytics than ever before. Nasdaq’s Strategic Capital Intelligence team released a new paper, highlighting trends and insights that will help IROs understand how investor engagement is evolving at companies...Read more
ESG Ratings – A look at the ESG ratings landscape
Who rates your company’s Environmental, Social and Governance (ESG) performance? The rapid growth of ESG capital and investments has created the need for accurate and reliable ESG data and analysis. Several firms have emerged to provide investors with research and ratings on the ESG profile of companies. These firms apply a variety of methodologies to attempt to assess risk and establish relative ESG comparisons for...Read more
Equip your board for the conversation on diversity
Shareholder pressure to boost board diversity of skills, experience, age, gender, race/ethnicity, and other attributes continues to increase. NACD has published Investor Perspectives on Board Diversity to provide extensive comments from pension funds, institutional stakeholders, and proxy advisory firms on the importance of diversity as a governance imperative. This tool includes detailed statements...Read more
The Ultimate Guide to Press Release SEO: 2019 Edition
It’s critical to use search engine optimization (SEO) to create better-performing content. This guide will help you create more effective press releases and investor relations communications. Download the guide today. 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 white...Read more
ESG Risks and opportunities: Understanding the ESG landscape
With the link between Environmental, Social and Governance (ESG) factors and risk increasingly explicit, companies must find ways to bring new departments and leaders into the ESG conversation. Only when stakeholders from various disciplines across the company and supply chain are involved in the ESG and sustainability conversation can there be an enterprise-wide understanding of the risks and opportunities that a...Read more
Ultimate earnings season playbook for investor relations
Research plays a vital role in every step of Earnings Season prep. But the more time you spend gathering data, the less time you have to actually work on your Earnings presentation. With the “Ultimate earnings season playbook,” you’ll learn how strategic and data-driven IR teams: Use research to elevate each step of the Earnings process Surface relevant data to identify trends and themes Distill data into a powerful...Read more
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