Whitepapers Archive

Irwin case study: Western New England Bancorp
Learn how WNEB uses Irwin's integrated suite of investor targeting, monitoring, and CRM capabilities to better manage their investor relations program. This report looks at the top three challenges that Western New England Bancorp, Inc. were experiencing with their IR program, and the streamlined and centralized solution that helped them to better manage all their IR data and the impact of their IR program as a...Read more
TCFD: A valuable tool for IROs
According to this new report from S&P Global, backing for The Task Force on Climate-related Financial Disclosures (TCFD) reporting recommendations has significantly surpassed initial expectations, with the number of supporting companies exceeding 1,500 in 2020 – more than five times that in 2017. This is expected to accelerate further, with major financial market participants including BlackRock and the Canada...Read more
ESG Disclosures - Your ESG journey guided by our 5-step engagement
When competing for capital with others around the globe, one powerful way to distinguish yourself is with a carefully crafted ESG message. IROs often have questions about where to start, what matters most and what should be disclosed at the web-site, the proxy, 10-K and other channels. To answer these questions, DFIN, along with their sustainability reporting partners the Governance & Accountability Institute (G...Read more
Investor day roadmap guide
When well-executed, an investor day can attract the right audience to your stock, increase investor support, and drive valuation. Q4's Investor Day Guide provides valuable insights on the critical strategic and logistical steps IROs need to take to deliver a successful investor day. Please complete the form below with the information requested. Once you have filled in the form, you will receive or be taken to the...Read more
European IR: Investor relations in turbulent times
This e-book offers a thorough briefing on maintaining strong investor engagement as well as identifying new investors in challenging times, with a particular focus on European companies. It offers best practice tips, resources and statistics on a range of key issues, including: Statistics and analysis on assessing the current landscape of investors, by geography and type Ways to use technology to actively maintain...Read more
TSX and the North American capital solution
According to this new report from Toronto Stock Exchange, both the IPO and Spac markets in Canada and the US are very active at the moment. It looks at why dual listings work so well, with analysis on: Access to investors Increased research coverage Increased liquidity through seamless North American clearing Download it below. Please complete the form below with the information requested. Once you...Read more
Virtual? Let’s get real
This new report from Broadridge provides strategies and best practices to implement a winning virtual shareholder meeting in 2021. It also includes statistics to benchmark how the industry has responded to virtual meetings. Download it below. Please complete the form below with the information requested. Once you have filled in the form, you will receive or be taken to the report. We need this...Read more
Proxy season field guide
The 2021 proxy season occurs in an environment of heightened shareholder activism and an ever-increasing focus on compensation and corporate governance disclosures. This proxy season field guide provides you with an overview of recent legislative, regulatory and shareholder developments, and provides guidance on how these developments will impact you in the 2021 proxy season. It includes useful resources: a...Read more
Video for meetings that matter
OpenExchange drives digital innovation for public and private companies that need market-leading expertise to manage virtual meetings and events. Their advanced video technology and video experts connect companies, investors, analysts, and investment banks with secure, sophisticated, reliable interconnected video and streaming services, bridging technology gaps across diverse video conferencing systems. Download...Read more
Virtual events: Before, during, and after
From simple webcasting to full virtual and hybrid events, Cramer has done them all. There are many different formats for virtual meetings and events, but they all have the same keys to success. Here are some best practices from Cramer's team of strategy, creative, and production experts. Download the report below. Please complete the form below with the information requested. Once you have filled...Read more
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