Whitepapers Archive

Honing the ESG strategy
This report from Raymond James sets out the latest developments in ESG research, including: useful resources for ESG strategy and research a focus on the S in ESG: social issues how Raymond James have been able to provide sustainability insights on small and mid cap companies that are often less covered or misrated by ESG ratings agencies Download it below for free Please complete the form below...Read more
Financial reporting: How to keep the big picture in focus
This report from News Direct sets out best practice tips to communicate the uniqueness of your brand and culture to investors, reporters and the wider financial community through a multi-channel approach. Download it below to discover: how to pick out what is newsworthy about your earnings this quarter tips for using more impactful digital formats, like infographics, animations, videos and...Read more
Global investors can mitigate greenhouse gas emissions responsibly
This new report from S&P Global sets out key considerations for firms that are working towards decarbonization, as not every carbon-cutting program is created equal. It looks at what investors are likely to be looking for in these environmental programs. It also explains how companies can avoid backing ESG schemes that don't actually help, or could in some situations harm an organization's reputation. Find out...Read more
Irwin case study: Sierra Metals
This case study features Sierra Metals, a premier Latin American precious and base metals producer with significant resource growth potential, headquartered in Toronto. This report contains quotes, tips and examples of challenges from vice president of investor relations, Mike McAllister. This report sets out: How Sierra Metals has used NOBO data to uncover shareholders not included in public filings Case studies of...Read more
Why companies need a transfer agent
As experts in equity, transfer agents are often considered gatekeepers to the public market. In this informative white paper from EQ, you'll learn: The role of a transfer agent The difference between registered vs. beneficial shareholders Critical tasks that transfer agents manage Other services that transfer agents offer Why transfer agents are considered trusted advisors Download it below . Please...Read more
US investor views on international corporate access
This new report sets out key findings of BNY Mellon's recent study asking US-based buy-side professionals for their persectives on corporate access. Download it below for statistics and analysis on: The importance of corporate access for investment decision-making Investors' expectations for how outreach will evolve following the Covid-19 pandemic The importance of ESG considerations The...Read more
ESG: How the sell side, buy side and corporations are navigating
This new report from Cowen offers insights on the developing ESG landscape, including: Statistics and analysis on the impact of ESG on investors' decisions How ESG is increasingly related to risk Top three strategies for ESG, including how to proactively engage the buy side and sell side Download it below now. Please complete the form below with the information requested. Once you have filled in...Read more
ESG: Threading the needle between disclosure and action
This new report from Solebury Trout looks at recent developments in ESG and sets out: How to avoid green-washing, over-disclosure and sand traps How to improve risk management, remain competitive and create additional long-term value for shareholders and other key stakeholders Five steps to control your own ESG destiny Download it below today Please complete the form below with the information...Read more
The state of virtual and hybrid investor conferences, 2021
As financial firms begin to plan for future investor events, OpenExchange has taken the pulse of conference organizers across sell-side banks and stock exchanges to understand how they are viewing and planning for an investor conference future. The majority of respondents from the world’s top financial institutions expect 75 percent of investor conferences to be completely virtual in the second half...Read more
Navigating the sustainability odyssey
Each year, Emperor reviews the first 25 corporate reporting suites of the FTSE 350 to be released, to identify key themes. This report sets out their findings, assessing over 50 metrics to identify the key reporting trends of the moment, understand how disclosure is changing, and highlight examples of best practice. This year there is a particular focus on sustainability. The report includes: How sustainability is...Read more
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