White papers on key IR issues
7 December, 2017
Targeted vs Passive: The best mix of outreach strategies for public companies - Issuer Direct
This whitepaper covers Traditional and Digital investor outreach strategies: embracing a targeted and passive approach to corporate communications and best practices for managing multi-channel investor outreach efforts.
7 December, 2017
MiFID2 IR Survey - Exane BNP Paribas
Mifid2 is transforming the European equities industry. While most commentary has understandably focused on the implications for the buy-side and the sell-side, the knock-on effects for corporates are less well understood. Thanks to the responses of over 300 European (IR) professionals, this survey of corporate attitudes attempts to paint a clearer picture of the landscape post-Mifid2.
7 December, 2017
Top 10 tips for Boards: Telling your long-term value creation story - Black Sun
As businesses around the globe respond to calls to demonstrate their contribution to inclusive long-term value creation for all of society - change is in the air. Here are our top tips for Boards trying to better communicate their corporate stories.
28 November, 2017
2017 Global Trends in Investor Relations - BNY Mellon
BNY Mellon are proud to share with you the 11th edition of the Global Trends in Investor Relations survey. This research is the result of the longest running and most comprehensive global survey of the investor relations industry—and our 2017 report continues this tradition, representing the views of IR professionals from 537 companies in 51 countries.
17 November, 2017
MiFID II, Corporate Access & the “broker exemption”: Question Time - Capital Access Group
Capital Access Group has published a further report on the potential impact of MiFID II on capital market communications. This study is a continuation of its investor perception surveys which, to date, have secured the views of over 200 fund managers. The third quarter survey asked for intentions towards corporate access provided by brokers.
12 October, 2017
MiFID II, Equity Research & Corporate Access: More or Less? Capital Access Group
Capital Access Group has published a report on the potential impact of MiFID II on capital market communications. The study is based on over 300 interviews with market participants including CIOs, compliance officers, investment analysts, corporate brokers and company executives. It concludes that there is likely to be a significant impact on the production of research and the provision of broker-sponsored investor meetings; potentially affecting the role of investor relations.
6 October, 2017
How to improve your reputation through your website - Black Sun
The corporate website is one of companies most important communication channels and the first port of call for a wide range of stakeholders. It is key for communicating the corporate story and for making key content easily accessible.
6 October, 2017
General Meeting Season Review 2017 - D.F. King
As public interest continues to intensify in major companies’ corporate governance policies, D.F. King’s summary review aims to highlight the patterns of investor voting across the FTSE100 index and underline the most contentious agenda items in 2017. We hope to provide you with real insights into the voting issues and trends from the 2017 season, while identifying and describing potential hot topics for 2018.
22 June, 2017
From investor relations to business leader - the pathway to CEO? Broome Yasar Partnership
Looking ahead at the growth trajectory of careers in investor relations, we believe there are exciting future career prospects for today's IROs. The past 10 years have seen a momentous transformation in the positioning, perception and credibility of investor relations leaders. We should all be proud of this achievement and it is humbling to see what has been achieved. But where next for the investor relations profession?
22 June, 2017
Identifying and understanding FTSE350 IR best practice - Orient Capital
In light of the upcoming MiFID II regulatory changes, Orient Capital interviewed 10% of the FTSE 350 with the aim of gathering intelligence on the overall Investor Relations landscape; best practice, challenges and possible implications.
21 April, 2017
A guide to ESG reporting - Design Portfolio
Design Portfolio’s guidance report identifies the importance of material environmental, social and governance (ESG) reporting. As companies aspire to achieve stakeholder trust and greater societal impact, clear and impactful ESG reporting is becoming more relevant than ever.
13 April, 2017
How ESG Drives Investment Decisions - Ipreo
Ipreo recently gathered insight on how investors incorporate ESG factors into investment decision-making, what resources they rely on for ESG research, and the role that IR should play in Sustainability communications.
3 April, 2017
How Asia views the West - Bell Pottinger
Our survey of the Asian financial community, “How Asia sees the West”, includes the views of top investors, sellside analysts and corporates in Hong Kong, Singapore and Kuala Lumpur. Despite the political uncertainty in the UK, we found a notable rise in investment interest in the UK, with nearly two thirds of respondents not regarding Brexit as a major obstacle.
7 March, 2017
Debunking the myths in annual reporting - Emperor
For some companies, the annual report is viewed as a chore which takes them away from the “real” business of running the company. In this white paper, we look at the five myths we come across most frequently when talking to companies, provide evidence to refute them and make suggestions to help those preparing reports to ensure their reporting is relevant, engaging and meets the needs of investors.
5 March, 2017
Getting on the right track: How to demonstrate the value of sustainable business to investors
Corporate responsibility (CR) has grown at a rapid pace in the past two decades. More companies are taking action and reporting on their social, environmental and economic performance. Investors are also beginning to pay increasing attention to environmental, social and governance (ESG) issues. But there is a disconnect: CR professionals are often unaware of how the ESG information they disclose is used by their investors, what kind of ESG information investors are actually looking for and ultimately which ESG factors they then incorporate into their decisionmaking processes. This misalignment is hindering both investor engagement with long-term value creation and the integration of CR issues into corporate strategy.
3 March, 2017
IR Website Best Practices - Q4 Inc.
Your investor relations website is your primary storytelling vehicle. The most effective IR website is one that successfully tells your investment story, by providing investors with compelling and informative context that ultimately influences their decision to invest. This whitepaper will discuss IR website best practices and dive into how each is an essential and effective communication tool for investors.
3 March, 2017
Revealing the full picture - Your guide to ESG reporting - LSEG
Once upon a time, environmental, social and governance (ESG) factors were a niche interest among asset owners, asset managers, banks, brokers and investment consultants. No longer. Investors now routinely analyse information on ESG performance alongside other financial and strategic information in order to gain a better understanding of companies’ future prospects.
9 February, 2017
The Friendly Guide to Culture and Reporting
Following a long line of value-destroying scandals that have seriously harmed the reputation of many companies, corporate culture is back under the spotlight. As such, corporate behaviour has become a key concern for the government, with the Financial Reporting Council recently publishing a high -profile report tackling the subject. It seems unlikely that this will be the last word on this issue. In this Friendly Guide, we take a look at how companies can use their reporting to explain how they are adjusting to, and prospering in, this new context.
6 December, 2016
ISE Partners Market Report – Information-Rich Company and Candidate Study
ISE Partners' secretarial division produces an annual Market Report and quarterly Salary Surveys. These information-rich documents are designed to keep companies at the forefront of trends and changes in the support staff employment market. Salary Surveys are sectorised, to be of maximum relevance. The Market Report uniquely combines remuneration information from leading London firms and anecdotal and statistical evidence gathered from candidates. To collect the data, we survey our clients, both companies and candidates; with its specific focus group, the ISE Partners Market Report gives unrivalled access to the most important information from a recruitment and retention perspective.
5 December, 2016
The future of equity research - Edison
The investment research industry will be profoundly impacted by sweeping ongoing EU reforms, in the form of MiFID II. Under the new regime, asset managers will need to fund external research from their own profit & loss account or through research payment accounts with clear audit trails. While implementation is for 2018, fund managers are already starting to adjust their business models. The Future of Equity Research examines the impact.