Whitepapers Archive

Missing out: Why access to real-time analyst model revisions matters
Download this thorough study below to learn why IR professionals need to receive and consume sell-side analyst models in as close to real time as possible throughout the quarter, covering: When and how often analysts revise estimates across companies in the S&P 500 during a fiscal quarter Common methods that IROs use to monitor analyst and consensus revisions and how these correlate with the...Read more
Considering an investor day?
Strategic questions to inform your planning in an increasingly virtual world Continuing to communicate regularly and effectively with the investment community has never been more important. And leading that conversation with an investor day — even if it means a shift to a virtual environment — is a strategically sound investment. These 12 strategic questions will help...Read more
7 Ways to boost investor relations webinar engagement and results
Did you know that 63% of online professionals are willing to spend up to an hour watching a webinar? This number will continue to grow as more and more companies replace large in-person meetings for the convenience of an online event. Download our free checklist to create a memorable and engaging virtual event that will leave attendees wanting more. Please complete the form below with the information requested. Once...Read more
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
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