Whitepapers Archive

Sep 16, 2016
12 ways to help your IR and PR teams work as one
Investor Relations (IR) is a PR function. PR works for Investor Relations. Both true because both teams work for the same goal. But, the people behind Investor Relations, Public Relations, and all the other comms functions often sit in different departments. That’s an opportunity: there are countless areas where stronger collaboration can deliver results. Areas like Regulation Fair Disclosure, keeping every...Read more
Sep 01, 2016
Next-generation ownership
Download the white paper to understand the capabilities an IR program needs in order to navigate today’s complex landscape. Highlights include: Who owns your stock? Implications of the complex global market Understanding global ownership: the view differs by region Advanced ownership analytics: context matters Integrating ownership and targeting A virtual team member within your IR workflow How insight and...Read more
Aug 09, 2016
The value of retail investors in today’s volatile market
Retail shareholders continue to be an important, untapped segment in investor relations programs. As Federal Reserve data shows, US individual investors in total have discretion over the single largest pool of equity capital in the US. Yet for IROs, attracting retail investors may not come naturally, as they can be difficult to reach and require a concerted effort. Inside this white paper: Why pursue retail...Read more
Jul 29, 2016
Managing CFO transitions proves as critical as that of CEOs
An array of companies, from Google’s parent Alphabet to Whirlpool, have named new finance chiefs in the past year. That’s not surprising given the 2015 turnover rate of CFOs among S&P 100 companies was roughly 25 percent. This volatility underscores that investor relations and corporate communications executives are as likely to manage a CFO’s transition as a CEO’s during their career. This article identifies...Read more
Jul 22, 2016
IR and Multimedia
Multimedia is increasingly used in IR communications as investor relations practitioners look for diverse and innovative ways of informing investors and getting their company message across but... What multimedia formats do IR practitioners use? How useful do they find them? What are the trends in their use? What are the benefits and what are the challenges? How do investors view IR practitioners’ use of multimedia...Read more
As hedge funds evolve, what should IROs know?
IROs have recently begun re-evaluating how they view hedge funds, generally moving from wariness to a more welcoming stance, according to Liz Everett, head of global corporate access at Bank of America Merrill Lynch. This shift, she says, is a positive one, given that ‘there have been some truly great partnerships over time between IR professionals and hedge funds.’ Find out more in this article. To gain access to...Read more
Jun 16, 2016
Understanding options activity and strategies
The world of equity options is vast and can be difficult to digest, but it offers valuable insight for IROs and their executive teams if they can properly interpret the data. This paper from Ipreo is a guide to understanding the relevance of options activity, containing case studies, metrics and analysis to give a thorough overview of this subject. Please complete the form below with the information requested. Once...Read more
Jun 02, 2016
Why more companies today create IR documents in-house
The creation of in-house corporate reports has long been limited to regulatory documents such as the 10K form in the US. A new generation of cloud-based tools has emerged, allowing companies to create a colorful range of stylized reports, online annual reports and interactive proxy statements, all from a single source on one united platform. The following paper will review how this new technology has evolved and...Read more
Jun 02, 2016
Should Boards of Directors Communicate with Shareholders?
Director-shareholder ­­­communication has become a critical part of both normal-course and contentious investor relations. Despite this trend, many directors are passionately against the idea of engaging directly with shareholders. Directors who have successfully engaged with shareholders offer important recommendations, including: have a policy, identify directors who are best suited for the task, have an agenda,...Read more
Be of value by adding value
Are you getting maximum value from your annual report? You’ve just delivered it and you’re thinking it has finally been put to bed for the next six months. Why not reuse, recycle and repurpose the annual report’s design, theme and language? The following paper explores the many ways to contribute to the company’s bottom line by using the report to create brand awareness, build credibility, drive sales and maintain a...Read more
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