White papers

White papers on key IR issues

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.

5 December, 2016

Potential impact of MiFID II on IR practices and the corresponding role of technology - RD:IR

MiFID II will set new rules governing research and corporate access, posing challenges for IR professionals by potentially impacting the dissemination of investment cases and interactions between investors and quoted companies. Technology is expected to play a key role, responding to changes with new research distribution and corporate access platforms. It is anticipated that these will gain in importance and acceptance as MiFID II comes into force on 03 January 2018.

21 November, 2016

Use of online annual reports - nexxar

Online Annual Reports have become firmly established in the reporting practice of listed companies. They are no longer labelled as a ‘’fringe’’ phenomenon or “new media”. Last year, 43% of Europe’s largest 800 companies published an online report. Even more notable than the increased popularity is the warm reception it receives from various stakeholders: An average company in our sample reached more than 35,000 visits within the first 365 days after publication of the Online Annual Report. All signs are pointing towards a further increase in the usage of online reports. But where exactly does the journey go? We have formulated four assumptions... about the future of digital reports

21 November, 2016

2016 UK AGM Review - 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 2016. We hope to provide you with real insights into the voting issues and trends from the 2016 season, while identifying and describing potential hot topics for 2017.

13 June, 2016

The EU Referendum: Buy side perspectives on Brexit and implications for corporate investor relations

The research was undertaken by QuantiFire in partnership with the IR Society to examine the opinions of fund managers and buy-side analysts on what Brexit would potentially mean for UK and EU investment markets. The purpose of this research is to provide the investor relations community with information to help prepare for this scenario.

9 June, 2016

Best practice in online investor relations - Bowen Craggs

Online investor relations: Lessons from the best companies in the world brings together: Bowen Craggs’ IR rankings from the just-released 2016 Index of Online Excellence, audience research, best practice guidelines and good practice examples from around the world.

18 April, 2016

Integrated Reporting: Measurement Matters - Salterbaxter

Many reporters certainly now know what integrated reporting is, and there are some great examples out there. But, having looked at the best integrated reports the world has to offer, we sense that a divide is opening up – one at least as big as that between companies who spurn integration, and those who embrace it. And that divide is the measurement of outcomes.

8 March, 2016

Global Trends in Investor Relations - BNY Mellon

BNY Mellon initiated this research in 2004, surveying 35 companies. Since then, more than 3,600 individual companies representing 64 countries have participated, with reports analyzing the findings produced in six languages. This 10th edition of this global report gives us a pause to look back on how the investor relations function has adapted in light of the profound changes of recent years, and it also provides an opportunity for global issuers to consider how to best prepare for the future.

7 March, 2016

Oil – The Landscape is Changing - RD:IR

What a difference a year makes. The price per barrel of oil has nearly halved, attacked by the law of supply and demand. We find ourselves in an over-supply environment, driven by geo-politics, war and advances in technology. In the White Paper, we look at the main players in the arena and the effects of the oil price closer to home: the UK stock market and pension funds.

3 March, 2016

Assessing the European IPO Landscape within a Global Context: 2010 – 2015 - Fairvue Partners

This whitepaper is the first part of a two-part whitepaper series by Fairvue Partners, which delves into the IPO landscape and seeks to assess the Investor Relations implications based on the trends in recent listings. In this paper, we assess the European IPO market within a global context since 2010, addressing the questions of deal size, investor appetite across sectors, seasonality trends, regional dynamics, and post-listing share price performance.

29 February, 2016

Corporate culture - a thought piece on reporting

Black Sun’s latest thought piece on reporting: Corporate Culture – discusses some of the culture indicators that can currently be found in FTSE 100 annual reports and also explores what increased reporting in this area could look like going forward.

1 December, 2015

Demystifying the Sovereign Wealth Fund Universe for Equity Issuers in 2015 - Fairvue Partners

The emergence and development of the sovereign wealth fund universe as a core section of the global investment community has been notable, and recent transactions have attracted wide attention to them from issuers. However, mystique regarding the ways in which they invest have led to preconceptions about the processes for engaging them. This paper objectively assesses some of these preconceptions and their implications for IR.

1 December, 2015

European Stocks Are Poised to Take Advantage of Exodus from Emerging Markets Equities - Commodore

Commodore Intelligence released a survey confirming European equities are likely to become the principal beneficiary of the ongoing investor retreat from emerging markets. The intelligence firm interviewed 200 portfolio managers managing more than $100 billion in combined holdings of European equities. The majority of investors – seventy-five percent of those surveyed – are prepared to deploy this cash into companies that have diversified revenues or operations globally.

27 November, 2015

The Value of the Value Creation Discussion - Black Sun

Black Sun and its leading partners in accounting and integrated reporting have launched unique research capturing how executives feel about their value creation story. Conducted in collaboration with AICPA, CIMA, the IIRC and Tomorrow’s Company, our report uncovers the opinions of over 350 CEOs, CFOs and COOs from across the globe on the significance of the value creation discussion and how effective their reporting is at communicating it.

4 September, 2015

Put your corporate website centre stage - MSLGROUP

Why should you spend significant time and money worrying about your corporate website? This whitepaper is an MSLGROUP guide to why you need to create a best in class corporate website that sits at the heart of a high impact digital communications ecosystem. And how you go about building one.

24 July, 2015

Citigate Dewe Rogerson IR Survey 2015

Shaping the future of IR: a new era of opportunity and challenge This year a record number of Investor Relations Officers (IROs) from Europe’s leading companies participated in the seventh annual Citigate Dewe Rogerson Investor Relations Survey to provide the most comprehensive insight to date into changing attitudes and practices from objective-setting, reporting and guidance to analyst coverage, investor and activist engagement to the changing use of technology. Conducted between 16th January and 3rd April 2015, 193 IROs contributed to our survey representing companies from 20 countries and all FTSE industry indices.

25 June, 2015

EMR Investor Relations Talent Survey 2015

Compiled from over 150 responses from the UK’s top IR talent, the report showcases some extremely interesting findings: Over 50% of respondents have a capital markets background – significantly greater than the equivalent 3 years ago 66% saw a rise in salaries over the last 12 months Over 25% of IR teams have seen an increase in headcount over the last 12 months, and a further 25% expect to see this over the next 12 months General market optimism is increasing – almost 50% of IR professionals are optimistic about the UK economy Furthermore, our 2015 report also provides in-depth interviews with the Chair of the IR Society, Sue Scholes, and Barclays Group Digital Director, Elliot Antrobus-Holder, who provide further insight into the key trends currently taking place within the industry.

9 June, 2015

The Divestment Movement - Where do Investors Stand - RD:IR

This white paper from RD:IR examines The Divestment Movement - Where do Investors Stand and what does this mean for Investor Relations?

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