Whitepapers Archive

Current IR strategies fail to adapt to evolved investor landscape; four practical steps for success in 2017
Advances in technology and changes in regulation have affected how Wall Street works. The result is four trends we believe should drive IR planning for 2017. We present four recommendations, which depart from where traditional IR programs spend the bulk of their time. Like any activity, investor relations needs to evolve with the times to remain relevant and effective, and provide the greatest value to your company...Read more
Potential impact of Mifid II on IR practices and the corresponding role of technology
Mifid II will set new rules governing research and, by association, corporate access, posing challenges for IR professionals by potentially impacting the dissemination of investment cases and interactions between investors and quoted companies. Technology is expected to play a key role, responding to expected changes with new research distribution and corporate access platforms. It is anticipated that these will...Read more
Professional IR Webcasting: A Buyers Guide
The modern investor relations communication is no longer just about broadcasting results to your investors and the financial community. As one of your flagship communication events in the calendar year, results time is an opportunity to instil absolute confidence in the business, while demonstrating that you are leading the charge with exceptional ideas and doing the right thing as an organization...Read more
Best-Practice Boards Are Increasingly Engaging with Investors
Board-shareholder communication has been gaining momentum over the past few years, yet many directors continue to be averse to shareholder engagement due to concerns about Regulation FD or inadvertently saying something out of step with management. Many institutional investors increasingly view the willingness of boards to communicate with investors as a gauge of board effectiveness and culture. A group of best...Read more
Ipreo’s Corporate Access Survey 2016
The report below presents the results from Ipreo's 2016 Corporate Access Survey, which included close to 350 respondents from 31 countries, spanning all market caps and sectors. This marks the 6th year that they have conducted the survey, which monitors: corporate issuers’ activity levels and management participation, sell-side sponsor strengths and weaknesses, and overall satisfaction with the corporate access...Read more
Sep 16, 2016
12 ways to help your IR and PR teams work as one
Investor Relations (IR) is a PR function. PR works for Investor Relations. Both true because both teams work for the same goal. But, the people behind Investor Relations, Public Relations, and all the other comms functions often sit in different departments. That’s an opportunity: there are countless areas where stronger collaboration can deliver results. Areas like Regulation Fair Disclosure, keeping every...Read more
Sep 01, 2016
Next-generation ownership
Download the white paper to understand the capabilities an IR program needs in order to navigate today’s complex landscape. Highlights include: Who owns your stock? Implications of the complex global market Understanding global ownership: the view differs by region Advanced ownership analytics: context matters Integrating ownership and targeting A virtual team member within your IR workflow How insight and...Read more
Aug 09, 2016
The value of retail investors in today’s volatile market
Retail shareholders continue to be an important, untapped segment in investor relations programs. As Federal Reserve data shows, US individual investors in total have discretion over the single largest pool of equity capital in the US. Yet for IROs, attracting retail investors may not come naturally, as they can be difficult to reach and require a concerted effort. Inside this white paper: Why pursue retail...Read more
Jul 29, 2016
Managing CFO transitions proves as critical as that of CEOs
An array of companies, from Google’s parent Alphabet to Whirlpool, have named new finance chiefs in the past year. That’s not surprising given the 2015 turnover rate of CFOs among S&P 100 companies was roughly 25 percent. This volatility underscores that investor relations and corporate communications executives are as likely to manage a CFO’s transition as a CEO’s during their career. This article identifies...Read more
Jul 22, 2016
IR and Multimedia
Multimedia is increasingly used in IR communications as investor relations practitioners look for diverse and innovative ways of informing investors and getting their company message across but... What multimedia formats do IR practitioners use? How useful do they find them? What are the trends in their use? What are the benefits and what are the challenges? How do investors view IR practitioners’ use of multimedia...Read more
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