Whitepapers Archive

Jun 02, 2016
Should Boards of Directors Communicate with Shareholders?
Director-shareholder ­­­communication has become a critical part of both normal-course and contentious investor relations. Despite this trend, many directors are passionately against the idea of engaging directly with shareholders. Directors who have successfully engaged with shareholders offer important recommendations, including: have a policy, identify directors who are best suited for the task, have an agenda,...Read more
Be of value by adding value
Are you getting maximum value from your annual report? You’ve just delivered it and you’re thinking it has finally been put to bed for the next six months. Why not reuse, recycle and repurpose the annual report’s design, theme and language? The following paper explores the many ways to contribute to the company’s bottom line by using the report to create brand awareness, build credibility, drive sales and maintain a...Read more
Apr 22, 2016
An IR perspective on the Singapore market
The scope IR has grown beyond bridging the gap between listed companies and their shareholders. A nationwide IR survey conducted in 2015 by Financial PR on companies listed on SGX reveals that companies of different sizes have different IR objectives, but the majority place attracting institutional investors as important. About half perceive that engagement with analysts is the most effective means to draw investor...Read more
Apr 16, 2016
Did you know? Overboarding: New policy on directors spreading themselves “too thin”
As of November 2015, both ISS and Glass Lewis have changed their policy regarding overboarding, effective in the 2017 proxy season. Download this report from Ipreo to find out more about these policy changes, what they could mean for your company and how overboarding may affect the vote support of different institutional investors. Please complete the form below with the information requested. Once you have filled...Read more
Mar 07, 2016
Raising theRaising the bar in financial disclosure bar in financial disclosure
Edelman and Business Wire launched a study of institutional investors, sellside analysts, retail investors and financial media to delve into how they use and digest earnings data and to determine how new visual approaches are being received by these key stakeholders. Using an online survey and in-depth interviews, we spoke to 300 retail investors, more than 20 Wall Street professionals and select financial media...Read more
Mar 01, 2016
2016 proxy season: What you should know as you draft your proxy statement and prepare for your annual meeting
Georgeson and Latham & Watkins join together to discuss what public companies and their advisers should know and be doing now as we enter the 2016 proxy season, including: Executive compensation developments Latest proxy advisory firm policy Negotiating shareholder proposals Proxy disclosure issues and drafting tips Shareholder communications during proxy season Predictions for the upcoming season Please...Read more
Jan 12, 2016
Legal risks posed by corporate access events
Corporate access events, when properly executed, provide opportunities for issuer, broker and money manager. Proper execution requires an understanding of the legal issues that may arise during a corporate access event. This report focuses on those legal issues, including: the risk of violating Regulation FD; the risk of violating Rule 10b-5 (i.e., engaging in insider trading); the legal requirement that companies...Read more
Leveraging Institutional Shareholder Relationships to Reduce Activism Risk
“Leveraging Institutional Shareholder Relationships to Reduce Activism Risk” discusses how companies can reduce their vulnerability to activism by partnering with their institutional shareholders. The white paper focuses on the following areas: • Relationships between institutions and activists – a changing landscape • Why institutions and activists work together, and why they don’t • How institutional investors can...Read more
Nov 26, 2015
Responding to activism: A blueprint for IR
A guide for investor relations teams that want to understand how activists think and prepare their company for engagement. This special report is sponsored by Nasdaq Corporate Solutions. The contents include: Who are activists targeting? How to think like an activist How to conduct a vulnerability assessment Tips for media relations What happens when an activist joins the board Q&A with an activist – Greg Taxin...Read more
Nov 11, 2015
Consensus estimates: What does the investment community use?
Ipreo researched the sources of consensus estimate data used by the main constituencies of the investment community (buy side, sell side, media) in order to help IR professionals effectively benchmark earnings results against the expectations of the investment community. Read their findings by downloading the report below, which gives quantitative data and verbatim comments answering the question “What source or...Read more
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