Whitepapers Archive

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
Pioneering cannabis communications
KCSA’s initial foray into the cannabis industry began in 2015, when they were tasked with supporting the communications efforts of a group applying for one of the original medical cannabis licenses in New York. As these were literally green fields in terms of public and investor relations, with no concrete examples to help guide them, KCSA forged a new path, writing the initial chapters of what would...Read more
Investor relations key in budding cannabis sector
Investor relations key in budding cannabis sector When US-based medical cannabis provider Columbia Care went public in April 2019, listing on Canada’s NEO Exchange, it did so in a unique fashion. Rather than use a reverse takeover or an IPO, Columbia Care merged with a special-purpose acquisition corporation (Spac) set up by its investment bank Canaccord Genuity to facilitate a go-public...Read more
Helping cannabis investors see the light
In 2018 Canada became one of the first countries in the world to legalize the recreational use of cannabis. In late 2019 the country’s Parliament enacted additional legislation – known as Cannabis 2.0 – allowing for the sale of cannabis-infused beverages and edibles. As a result of these developments, investors injected billions of dollars into the legal pot industry – but it hasn’t been plain sailing for them or...Read more
S&P 500 Executive Compensation Review
Which S&P 500 companies showed the greatest Pay for Performance misalignment in 2019? How does CEO granted and realized pay compare across industries? What trends can you expect in the upcoming 2020 proxy season? CGLytics has released the inaugural S&P 500 Executive Compensation Review for companies’ and investors to prepare for the 2020 proxy season. Key topics of the report include: The S&P 500’s...Read more
2020 AGM Season Forecast
The ever-changing corporate landscape is making the AGM season a more uncertain time. In the UK, proxy adviser influence increased significantly, by 3.3% of the issued share capital of the average FTSE Company in just one year. More directors were held to account with higher votes against Remuneration Committee members. Investors became more courageous, voting against large salary increases, high pensions, egregious...Read more
The benefits of an active IR program and how to get started
The competencies of the ‘IRO of the past’ are not congruent with the demands IROs are facing in today's market. Today’s IRO has more responsibilities than ever, and needs to be equal parts sales and numbers focused. To keep up with these demands, a growing number of IR teams are using an active approach to IR. The following whitepaper from Irwin outlines the benefits of an active IR strategy, and how to get started...Read more
Making ESG data work for you
This white paper looks at some of the important ways investors and companies are sourcing and using ESG-related data and offers insight into how the current landscape is evolving. To do so, it includes useful insights into the investor’s view from Parnassus Investments, and into the perspective of a data provider from Bloomberg. Download the white paper below to gain in-depth insights about ESG data and how you need...Read more
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