Whitepapers Archive

2019 Annual Corporate Governance Review

Oct 07, 2019

Shareholder interest in ESG issues continued to impact annual meetings in the 2019 proxy season, according to Georgeson’s 2019 Annual Corporate Governance Review, with new E&S shareholder proposals emerging. There was additional focus in the 2019 proxy season on human capital management issues including sexual harassment prevention, gender pay gap reporting and diversity at all levels. Other topics covered in...Read more

Guide to Effective Proxies

Oct 03, 2019

IR Magazine partners

The seventh edition of the DFIN’s Guide to Effective Proxies identifies leading trends in 2019 to help you focus your efforts on the next proxy season. The Guide is a searchable catalog of innovative and shareholder-friendly best practices, drawn from the public filings of DFIN’s blue-chip client base. Organized not by company, but by proxy section, topic and feature, the guide serves as a unique efficiency tool to...Read more

IR websites/technology

3 Ways To Integrate ESG Into Your IR Website

Sep 19, 2019

IR Magazine partners

3 Ways To Integrate ESG Into Your IR Website

This white paper will explain 3 ways that you can integrate your ESG content into your IR Website to make sure you get the credit you deserve from the rating agencies. 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 can make the report available to you, and so that we and Equisolve...Read more

Small cap

Utilize technology to acquire new investors

Sep 11, 2019

IR Magazine partners

Utilize technology to acquire new investors

Investor targeting is an important task for smaller companies that want to improve their liquidity and market capitalization. For these companies to grow their business, it's essential to find efficient ways to target investors. New technology is making it easier and more cost effective to reach investors compared to the traditional methods of attending roadshows and investor conferences. OTC Markets' whitepaper...Read more

Guide to Effective Proxies: ESG and HCM Edition

Sep 11, 2019

IR Magazine partners

Guide to Effective Proxies: ESG and HCM Edition

Companies continue to intensify and accelerate efforts to discuss Environmental, Social and Governance (ESG) matters in their proxies. This intensifying focus on ESG is elevating it to equal status with traditional areas of fundamental company research. An area of increased interest within ESG is Human Capital Management (HCM). DFIN is pre-releasing this ESG/HCM mini guide so IRO’s can start to benchmark their...Read more

IR websites/technology

Your IR website needs to be CCPA compliant

Aug 14, 2019

IR Magazine partners

Your IR website needs to be CCPA compliant

The California Consumer Privacy Act "CCPA" goes into effect on January 1st, 2020 with a 12 month look back and your IR website will need to be compliant. This whitepaper will explain the law and what modifications will be required related to your website, privacy policy, and process and controls. Please complete the form below with the information requested. Once you have filled in the form, you will receive or be...Read more

Sell side

The Return of Pre-Profit IPOs

Jul 23, 2019

IR Magazine partners

The over-subscription for the Eventbrite, Lyft and Uber IPOs has shown the popularity of companies yet to achieve a profit. Mainstream media commentators have been quick to highlight their unprofitability as if it were a strange phenomenon, but in fact a record-breaking 83% of US IPOs were loss-making in the 12 months leading up to their float. What is driving such high numbers and, given the US exchanges’ ability...Read more

ESG

ESG Emerges in Activist Campaigns

Jul 10, 2019

IR Magazine partners

Hedge fund activists are starting to adopt some of the issues that old-school environmental and social activists have been pushing for at companies for years. The convergence means ESG is more important than ever. 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 can make the report...Read more

ESG

ESG & Activism

Jul 03, 2019

IR Magazine partners

Has the heightened focus on ESG affected the way activists pursue value creation? Executives at public companies are typically familiar with the prospect of governance pressures from activists. But with so much attention on ESG as a threepronged premise, their eyes are opening to environmental and social pressures as well. Download this report today to read case studies and analysis about how this key issue is...Read more

ESG

There is more to ETFs than fees

Jun 27, 2019

IR Magazine partners

Despite discussion surrounding the importance of ETF fees and the resulting race to zero, Bank of America Merrill Lynch (BofAML) has introduced new, and original, analysis showing that ETF selection should not always be driven by a fund’s expense ratio. There are other important considerations such as fundamental factors at the stock and sector level as well as technical factors that should be taken into account,...Read more

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