Whitepapers Archive

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
Jul 07, 2015
Earnings calls as a competitive tool
Corbin Perception's latest research report covers all aspects of the earnings process – from preparation to execution and follow-through, and include both best and worst practices based on investor and IRO experiential perspectives. Their research identifies several opportunities for companies to refine and improve the way they conduct their earnings calls, serving to differentiate the IR program and further capture...Read more
Jun 12, 2015
Edelman’s Qualitative Information (QI) Survey
Proprietary research underscores the value of non-quantitative information for institutional investors Investing is often thought of as purely a numbers game, but a new survey of buy-side analysts and portfolio managers reveals that investors look to qualitative information to deepen their investment thesis and refine their valuation model. This white paper discusses major takeaways from Edelman’s...Read more
Senior management and investor relations
The quality of senior management is crucial to the investor perception of a company. We know how important senior management is to investor relations. But the question remains: how important is investor relations to senior management? In our latest survey we asked specific questions to respondents who identified themselves as members of C-level management. Those responses form the basis of this report, providing...Read more
May 22, 2015
Top 5 best practices for IR websites
Download this whitepaper from Q4 Web Systems for a clear briefing on key aspects that will help in designing an IR website your investor audience will respond to. This document examines five key elements: Ease of use Access to presentations and events Company information and strategy Accessing team member information Access to financial data. These five elements have been chosen based on the value investors and...Read more
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