Whitepapers Archive

OTC Markets 2018 Annual Market Review
OTC Markets Annual Market Review Booklet highlights the milestones and events from the past year as the company continues to champion access to efficient public trading markets for innovative and entrepreneurial companies. Download now to review the key developments on the OTCQX Best Market and the OTCQB Venture Market. Please complete the form below with the information requested. Once you have filled in the form,...Read more
Best Practices For IR Websites and Leveraging Digital Tools
The Investor Relations website is often considered a company “calling card”, serving as a critical platform for communicating with investors and potential shareholders about a company’s investment thesis, corporate strategy, and financial data. This white paper provides an overview on “best practice” IR website components -- such as intuitive navigation, innovative digital tools, and the implementation of analytics...Read more
How private companies raise equity: A guide to a rapidly evolving landscape
This eBook from IR Magazine and sponsored by Computershare describes what is involved in raising capital as a private entity and the various options for meeting requirements as painlessly as possible. Historically, companies went public because becoming a fully reporting company and listing on a major exchange constituted the best way for them to raise the equity capital they needed. Today, that’s no...Read more
Looking Back, and Planning Ahead: Insights for the 2018 Proxy Season
As we move forward in 2018, it is important to reflect on the significant trends that defined the 2017 proxy season and draw lessons from the data and our collective experience. This report from MacKenzie Partners is intended to serve not only as a stand-alone educational tool, but the continuation of a conversation between boards and their respective advisors as they prepare for the 2018 season. Please complete the...Read more
Four things you need to be prepared for on your earnings calls
IROs need to prepare their executives for their earnings and investor meetings. But what are the hot topics you need to be SURE you prepare for this year? Intelligize identifies the four things IROs need to be prepared for on earnings calls and how to ensure you have all the information you need to prepare your executives for earnings calls. Please complete the form below with the information requested. Once you...Read more
Inside The Buy-side® 4Q17 Earnings Primer
​​ ​ ​ Do investors still view equities as overvalued? What are they expecting for 2018? Survey says… For over a decade, we have surveyed global investors on the equity markets, world economies and business climate. At the start of every quarter, we publish our leading-edge research report, “Inside The Buy-side®”, which captures real-time investor sentiment and trends. Our unique approach to market research and...Read more
Edelman 2017 Trust Barometer Special Report: Institutional Investors
Edelman 2017 Trust Barometer Special Report: Institutional Investors captures insights from a powerful group of global institutional investors. It provides the results of their research, completed in partnership with Ipreo, which surveyed chief investment officers, portfolio managers and buy-side analysts across 14 countries whose firms collectively manage more than $1 trillion in assets using various investment...Read more
Dec 04, 2017
MiFID II: A check on reality
In response to the evolving regulatory landscape and with less than a year until MiFID II is implemented, Ipreo's report examines perspectives respectively from the buy side, banks, and corporate issuers in order to compare the facts and perceptions of MiFID II from every side of the investment triangle. Download this report today for statistics and analysis on the following questions and more: How will the research...Read more
Nov 08, 2017
Presenting value beyond financial returns: Communicating purpose
As consumers seek authenticity from the brands they patronize, investors also want to understand and evaluate the sustainability of the business model. Accordingly, we are seeing a growing number of reporters incorporate purpose and values into the heart of their corporate communications. At Argyle, we are excited by this evolution in the reporting landscape and believe that presenting what the company does well,...Read more
Small-cap investor relations: Best practice for making the most of IR
This eBook from IR Magazine and sponsored by OTC Markets provides a thorough overview of IR for small-cap companies. Much of making small-cap investor relations a success is down to planning and organization, as well as putting to work the little tips and tricks that can help you make more out of a tight budget or a small head count. Download this eBook today to read the following contents: ​ What...Read more
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