Whitepapers Archive

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
What does it take to have a winning IR strategy?
The newest white paper from OTC Markets Group, reflects on the recent IR Magazine Awards – Small Cap. In its third year the calibre of nominees continues to improve and the paper offers case studies sharing best practice tips from winners and nominees. The success of the nominees and winners reflects on a range of IR best practices, including: A successful rebranding campaign by Safehold Industry-leading investor...Read more
Disclosure on Gender Diversity
The issue of gender diversity has become a prominent topic in corporate social responsibility discussions in recent years. Companies around the world have launched extensive programs and initiatives to tackle the gender gap in their workforces. At times, even when companies have implemented programs successfully, these efforts have gone unnoticed beyond the firm. This has been due, in part, to insufficient...Read more
Do You Know Your Stock’s Liquidity Characteristics?
This new white paper from ModernIR looks at why market structure analytics are a vital part of modern IR practice. It sets out a straightforward, jargon-free briefing to help you understand market structure so you can communicate it with your board, executives and other stakeholders. Download this helpful report today. Please complete the form below with the information requested. Once you have filled in the form,...Read more
Proxy Solicitation: Why is it important?
Do you know the difference between proxy solicitors and advisors, why inside votes are often the most difficult to get, where solicitors get their information and what issuers can do to help anticipate proxy challenges? "Having a proxy solicitor on board shows you are serious about corporate governance and knowing your shareholder base. They are valuable members of an issuer's team." — Ben Backberg, Associate...Read more
Key trends from 2019 AGMs
Equiniti has published its annual review of trends and developments during the 2019 AGM season. This report includes articles from Boudicca on the growth of shareholder activism, Korn Ferry on investors’ remuneration concerns, an update from the Investment Association on the Public Register and Emperor on how to make the most of your Annual Report. Corporate governance has continued to be high on the business agenda...Read more
The State of Climate Risk Disclosure: A Survey of US Companies
US companies are preparing to disclose their climate-related financial risks but face challenges to measure these risks and integrate them into their financial reports. These were among the findings of a report released by Donnelley Financial Solutions, Gargiulo + Partners, and the Society for Corporate Governance. Discover how US Companies are preparing to disclose climate risk in 2020 SEC filings. Please complete...Read more
A Common-Sense Approach to Corporate Purpose, ESG and Sustainability
The global push for sustainability has already proven to be a game changer that is altering the behavior of both institutional investors and companies. While investors struggle with the challenge of integrating ESG factors into their investment decisions, companies willing to define a meaningful corporate purpose and exploit the full potential of sustainability reporting can achieve important goals which are...Read more
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