Whitepapers Archive

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
Inside The Buy-side® 4Q17 Earnings Primer
​​ ​ ​ Do investors still view equities as overvalued? What are they expecting for 2018? Survey says… For over a decade, we have surveyed global investors on the equity markets, world economies and business climate. At the start of every quarter, we publish our leading-edge research report, “Inside The Buy-side®”, which captures real-time investor sentiment and trends. Our unique approach to market research and...Read more
Edelman 2017 Trust Barometer Special Report: Institutional Investors
Edelman 2017 Trust Barometer Special Report: Institutional Investors captures insights from a powerful group of global institutional investors. It provides the results of their research, completed in partnership with Ipreo, which surveyed chief investment officers, portfolio managers and buy-side analysts across 14 countries whose firms collectively manage more than $1 trillion in assets using various investment...Read more
Dec 04, 2017
MiFID II: A check on reality
In response to the evolving regulatory landscape and with less than a year until MiFID II is implemented, Ipreo's report examines perspectives respectively from the buy side, banks, and corporate issuers in order to compare the facts and perceptions of MiFID II from every side of the investment triangle. Download this report today for statistics and analysis on the following questions and more: How will the research...Read more
Nov 08, 2017
Presenting value beyond financial returns: Communicating purpose
As consumers seek authenticity from the brands they patronize, investors also want to understand and evaluate the sustainability of the business model. Accordingly, we are seeing a growing number of reporters incorporate purpose and values into the heart of their corporate communications. At Argyle, we are excited by this evolution in the reporting landscape and believe that presenting what the company does well,...Read more
Small-cap investor relations: Best practice for making the most of IR
This eBook from IR Magazine and sponsored by OTC Markets provides a thorough overview of IR for small-cap companies. Much of making small-cap investor relations a success is down to planning and organization, as well as putting to work the little tips and tricks that can help you make more out of a tight budget or a small head count. Download this eBook today to read the following contents: ​ What...Read more
The self-sufficient IRO
In today’s increasingly complex global markets, IROs can find it challenging just to stay on top of activity in their stock. The growth of exchange-traded funds (ETFs), passive investing, cross-border investing and high-frequency trading (HFT), combined with greater volatility, have made it increasingly difficult to track and monitor ownership. To meet these challenges, IROs need to think beyond traditional...Read more
Inside The Buy-side® 3Q17 Earnings Primer
Do investors still view equities as overvalued? What are they expecting for 2018? Survey says… For over a decade, we have surveyed global investors on the equity markets, world economies and business climate. At the start of every quarter, we publish our leading-edge research report, “Inside The Buy-side®”, which captures real-time investor sentiment and trends. Our unique approach to market research and experienced...Read more
D.F King’s General Meeting Season Review
In the run up to 2018, D.F. King’s General Meeting Season Review provides an in depth analysis of the voting trends in the UK and Europe and outlines investor expectations for the coming year; direct quotes from investors will give issuers insight for more effective shareholder dialogue. Their review examines the evolution of corporate governance regimes and holistic IR and identifies the hot topics for investors...Read more
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