White papers

White papers on key IR issues

9 June, 2015

Unsponsored ADR Market Review 2015 - Deutsche Bank

Broker demand has been the main driving force behind the significant expansion of the unsponsored ADR market since the October 2008 SEC rule change, with all depositary banks actively establishing programmes around the world. In this new paper, the Deutsche Bank Depositary Receipts team analyses the current state of the unsponsored ADR market to see how the landscape has evolved over this period, together with an assessment of the level of investor interest.

5 June, 2015

Audience Insight Report 2015 - Understanding your digital audience - Investis

Welcome to the third Investis IQ Audience Insight report, which tracks the evolving use and changing requirements of visitors to corporate websites.

27 March, 2015

UK Remuneration Review 2015 - Proxy Insight

Proxy Insight releases The UK Remuneration Review 2015 in association with Georgeson, and your copy is now available to download.

13 March, 2015

Breaking the Consensus Impasse - ACE

This paper argues that investor relations departments capture only a small fraction of the value embedded in consensus forecasts. It characterises the current status quo as fundamentally unsatisfactory, where companies carry the burden of responsibility associated with disclosure, but with few of the benefits that should accrue from a transparent account of market expectations. The paper proposes solutions to break the consensus impasse.

9 February, 2015

Social Media for Corporate Communications - Investis

Investis have just released their first comprehensive Social Media Review which provides insight into how publicly listed companies are using social media for corporate communications. A write up in the Telegraph describes the survey as "the most thorough and up-to-date account of corporate social media available" covering 500 of the biggest publicly listed companies in the UK and US.

14 May, 2014

Corporate access: impact of new FCA regulation on quoted companies - RD:IR

The FCA’s ban on using dealing commissions to pay for corporate access will exacerbate the existing challenge for smaller companies to attract investors’ attention. Companies of all sizes should consider this regulatory change as an opportunity to take more control over their engagement with the buy-side. This paper provides quoted companies with suggestions to minimise the negative impact of the changing corporate access market dynamics.

4 February, 2014

The future of equity research - Edison / Frost Consulting

Following the FCA’s publication of the Conflicts of Interest document in 2012, and the subsequent Consultation on the use of dealing commission rules in November 2013, Edison and Frost Consulting have published a white paper on the Future of Equity Research. The proposed changes to the regulations by the FCA have the potential to be some of the most significant catalysts for change the industry has seen in a century.

29 January, 2014

The First 20 - The Concise Strategic Report Paradox - Black Sun

In light of reforms to narrative reporting in 2013, Black Sun conducted an analysis of how the FTSE 350 September year ends have responded to the changing reporting environment

3 December, 2013

Should public companies in the UK be concerned about social media compliance? global3digital

A look at the major social media platforms and how they can be used appropriately for corporate communications.

15 May, 2013

Why Mobile Matters: A Guide - Investis

Mobile’s growth is indisputable but the hyperbole surrounding its rise makes it hard to gauge the specific relevance of mobile for investor relations. Our data shows that access to corporate websites from mobile devices is now outpacing the global trend while corporate mobile use bucks the global trend by continuing to favour iOS devices over Android. Why Mobile Matters is essential reading for anyone responsible for their company’s investor communications.

7 May, 2013

Is Your IR Team Ready To Go Social? NASDAQ OMX

IR has long been a study in deliberation and restraint — not what you might immediately associate with the rapid-fire ideas, opinions and dialogues of today’s social media. Yet social media can be a powerful driver for meeting IR’s objectives — helping you attract, engage and inform investors and others who can burnish or burn your company’s reputation and value.

6 May, 2013

Integrated reporting: its past, present and future - Emperor

Integrated reporting of sustainability performance consistently with financial performance has been seen for a number of years as the next significant development for investor and wider stakeholder communication. In this white paper, we look at what is meant by integrated reporting, its strengths and weaknesses and what the prospects are for this tool.

5 May, 2013

M&A Deal Evaluation - A.T. Kearney / IR Society

The IR Society recently joined forces with global management consulting firm A.T. Kearney to understand the M&A evaluation tools used in the market to see if this could cast light on why so many deals fail to live up to expectations. A survey of the membership asked about the metrics and analyses they observed were being used by company executives, sell-side analysts and investors to evaluate proposed mergers and acquisitions. The conclusions were surprising; emphasis is often placed on evaluation metrics that look as if they tell the story, but can be misleading.

23 April, 2013

Online Investor Communications; A Survival Guide - Jones and Palmer

Online Investor Communications; A Survival Guide is Jones and Palmers' comprehensive look at the current state of investor relations, exploring the online options available and how they can and are being utilised.

1 February, 2013

A Short Story: The European Union’s New Rules on Short Selling - Ipreo

An examination of new regulation passed be the European Securities and Markets Authority (ESMA) in November 2012. With European regulators now requiring investors holding large short positions to disclose their total short holding above a certain size thresholds, Ipreo has surprisingly found that many institutional investors traditionally identified as “long-only” in fact possess some very large short positions.

24 January, 2013

Corporate reporting on mobile devices - nexxar

With the growing number of mobile users, corporate reports will have to be provided in a manner adequate for smart phones and tablets. But how strong is the actual demand for such versions? And which format offers the most advantages? This white paper describes current trends and discusses fruitful approaches on mobile reporting.

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