Whitepapers Archive

Telling your ESG story right
ESG issues are absolutely on the minds of investors. But that doesn’t mean they have the time or wherewithal to sift through big, flowery ESG reports. This useful guide from Clermont Partners looks at how to satisfy your investors, improve your ESG ratings and save yourself some time in the process. Covering how and when to share ESG information, how and why to establish an ESG task force in your organisation and...Read more
Stewardship is eating your world
What is Investment Stewardship? As Vanguard puts succinctly, investment stewardship is “the ways that asset managers/asset owners care for the assets entrusted to them by investors/beneficiaries.” This new report from Glass Lewis examines stewardship - what it is, how they assert it's changing markets, why they say it puts investor relations professionals and corporate secretaries on the frontlines...Read more
First look at the 2019 proxy season
The 2019 proxy season so far shows increased shareholder focus on ESG issues, according to this report from Computershare | Georgeson. Download this useful resource to find out what this means for your strategy, covering sections on environmental and sustainability issues, social issues and more. Please complete the form below with the information requested. Once you have filled in the form, you will receive or be...Read more
Director Tip Sheet: Discussing Boardroom Diversity With Major Shareholders
Shareholder pressure to boost board diversity of skills, experience, age, gender, race/ethnicity, and other attributes continues to increase. NACD has released the Director Tip Sheet: Discussing Boardroom Diversity With Major Shareholders to help inform director-investor conversations about board diversity and composition. This tip sheet, created with input from the investor community, offers guidance and...Read more
Small-cap governance standards
Often associated with larger firms, corporate governance is just as important for small and micro-cap companies. By adhering to high governance standards, small-caps are better placed to achieve their goals and attract new investment. The appropriate internal controls of a small-cap will look different from those of a large-cap. The latest white paper, prepared by OTC Markets, examines the basic governance standards...Read more
Investor days - Seven keys to success
What’s the difference between an unforgettable Investor Day and one you’d rather forget? Find the answer in this impactful whitepaper, which offers seven keys to Investor Day success. From choosing the best location for the event to leveraging your digital capabilities to amplifying the event through social media, these tips can help ensure that your Investor Day has a positive impact—both during the event and in...Read more
Reimagining the earnings call – Case study: Elon Musk and Tesla
This report from Say provides an in-depth case study of Tesla’s Q4 2018 and Q1 2019 calls to examine cutting-edge developments in earnings calls from an industry giant that you can learn from. Including statistics and analysis of these calls to help you understand these new trends as well as insights on what Elon Musk wants from earnings calls, download this fascinating report today. Please complete the form below...Read more
Driving 21st-century IR with market structure analytics
What should Investor Relations professionals be doing differently in the 21 st century versus the 20 th ? The answer: Adapting to what the money is doing. In 1995, 80% of market volume was driven by Active Investment. Today, just 12% comes from stock-pickers. That means IR moves from a total focus on telling the story, to owning the data. Here’s a practical guide for IR as chief intelligence officer. Please complete...Read more
Strategic transformation - How regulation and shifts in investment preferences are fundamentally changing investor relations
Just over a year ago, most U.S. based Investor Relations professionals, didn’t even know what MIFID II stood for (and many still don’t), and passive outreach was resigned to an annual one-sided dialogue around proxy season, if at all. In addition to MIFID II and passive investing, the continued importance placed on Environmental, Social and Governance (ESG) and the changing face of activism have all presented unique...Read more
Data-Driven IR: Using Analytics to Measure IR Success
Today’s IRO is the Data-Driven IRO. Enhance Your Company’s Investor Outreach with Nasdaq. Today’s IR teams are taking on more investor outreach internally, requiring more actionable data and analytics than ever before. Nasdaq’s Strategic Capital Intelligence team released a new paper, highlighting trends and insights that will help IROs understand how investor engagement is evolving at companies...Read more
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