White papers on key IR issues
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?
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.