White papers

White papers on key IR issues

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.

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.

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