Whitepapers Archive

Disclosure and regulation

MiFID II: A check on reality

Dec 04, 2017
Ipreo
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
Reporting and earnings calls

Presenting value beyond financial returns: Communicating purpose

Nov 08, 2017
Argyle
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

Small-cap investor relations: Best practice for making the most of IR

Oct 31, 2017
IR Magazine partners
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
Case studies

The self-sufficient IRO

Oct 26, 2017
IR Magazine partners
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
Buy side

Inside The Buy-side® 3Q17 Earnings Primer

Oct 17, 2017
IR Magazine partners
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
Proxy voting/AGMs

D.F King’s General Meeting Season Review

Oct 03, 2017
IR Magazine partners
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
Small cap

Attracting Investors

Oct 02, 2017
IR Magazine partners
Attracting Investors
According to OTC Markets’ inaugural Small-Cap Survey (June 2017), 70% of small-cap CEOs/CFOs manage their IR internally, but spend only 11% of their time on investor outreach. Given today’s competitive financial markets, the ability for small and micro-cap companies to gain exposure and attract a targeted investor base is even more critical. For useful, straightforward tips and IR best practices tailored to small-...Read more
Reporting and earnings calls

The earnings call: When investor relations officers prove their worth

Aug 03, 2017
IR Magazine partners
The earnings call: When investor relations officers prove their worth
The earnings call is arguably the single most important point of contact between a public company and the market. A wrong word, phrase or poor explanation could cause your stock price to tumble. Enter the investor relations officer, the unsung hero of earnings calls. Intelligize chief strategy officer, Phil Brown, explores the modern earnings call, identifies the sheer volume of information IROs must consider when...Read more
Small cap

The pros and cons of four financing options

Jul 06, 2017
IR Magazine partners
The pros and cons of four financing options
Capital is the lifeblood of every business. Without it, companies don’t have the money they need to hire new employees, purchase equipment, develop new products and services and expand their operations. In this report, OTC Markets examines the pros and cons of common debt and equity financing methods used by smaller companies: Regulation D Offering Follow-On Offering Convertible Note Offering Regulation A+ Offering...Read more
Case studies

Identifying and understanding FTSE 350 IR best practice

Jun 29, 2017
IR Magazine partners
Identifying and understanding FTSE 350 IR best practice
In light of the upcoming MiFID II regulatory changes, Orient Capital interviewed 10% of the FTSE 350 with the aim of gathering intelligence on the overall investor relations landscape; best practice, challenges and possible implications. This report presents their findings, which aim to provide insights into the increasing importance of the IR function and the growing amount of support required to run and manage a...Read more
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