Whitepapers Archive

Making lasting connections - virtual investor days
This report provides an overview of key strategic and tactical considerations for companies thinking about virtual investor days during COVID-19. As with other forms of virtual shareholder engagement, the stakes are high, and how companies execute these events sends an important signal to the market about the company’s engagement style and governance. With candid quotes and insights from IROs at The Ford Motor...Read more
Financial reporting: How to keep the big picture in focus
The default option for decades and the prevailing perception has been – investors want cut and dry numbers. Yet, that thinking is antiquated. It is time to shake up that paradigm. Brands should be asking themselves “How can we dynamically communicate the uniqueness and essence of our brand and culture to investors, reporters and the wider financial community through a multi-channel approach?”. The opportunity is...Read more
Building trust and credibility when times are tough
As we continue to navigate these uncertain times, the health and safety of family, front-line workers, employees, and colleagues remains the priority. Communicating in these times presents both unique challenges, and unique opportunities for Investor Relations teams. In this white paper are outlined five priorities to help maximize your communications efforts across the remainder of the year by investing in your...Read more
COVID-19: The New Rules for ESG
Glass Lewis is the advisory firm that your investors trust as the experts in ESG. This guide provides tangible advice for board directors, investor relations, and corporate secretaries. Topics covered include boards, risk management, executive compensation, balance sheets, capital management, activism, M&A, shareholder proposals, climate, human capital, sector risks, disclosure, engagement, and...Read more
Crisis Communications: Developing an IR Strategy for COVID-19
The impact of COVID-19 is being felt broadly, across all regions, sectors and markets. The Investor Relations (IR) professional plays a critical role in how a company communicates through rapidly changing market dynamics. In addition to a well-thought-out crisis communications plan, it is crucial for companies to showcase basic tenets of good corporate governance, including their leadership and business resiliency,...Read more
Keeping up with Changes in Share Ownership in Light of COVID-19
Over the past several weeks, we’ve witnessed dramatic and unprecedented changes in the U.S. capital markets as a result of the current COVID-19 health crisis. In this environment, we are seeing significant stock price volatility coupled with widespread price declines, both set against a backdrop in which shareholder activism is a constant threat to public companies. This piece explores some of the consequences of...Read more
Q4 - Ultimate Guide to Targeting
Targeting investors is not only paramount to building a successful IR program, but is the hallmark of good IR. Download our Best Practices Guide for in-depth insights on how to find the “right” institutional investors, at the right time. 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...Read more
The new frontier is sustainability reporting: are you ready for climate risk disclosure, TCFD and SASB?
Compelling recent developments suggest the tipping point is near for issuers across all sectors, as sustainability performance increasingly becomes part of the core data institutional investors require for their investment analysis, across Passive and Active Fund management. Our panel looks at how and why corporations are enhancing disclosures on Sustainability reporting using the Sustainable Accounting Standards...Read more
Shareholder engagement in an age of activism
Is an activist investor targeting your company right now? An activist investor could show up unexpectedly, but by then they will have had time to prepare their strategy and approach. You need to prepare now if you want your company to have an advantage if or when that happens. Activist scenarios can be costly, distracting and damaging, whether they end in a settlement or a proxy fight. Corporate secretaries and...Read more
Digital Meeting Platform Drives Higher Attendance - An Alternative to In-Person Events
Amid ongoing concerns about the coronavirus, issuers are likely investigating online alternatives for their annual meetings instead of in-person events. MIC Digital Shareholder Meeting (DSM) is a fully supported solution designed for virtual and hybrid annual meetings to drive online attendance and engagement. Remote shareholders can participate entirely online, vote in real-time, ask questions via their preferred...Read more
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