White papers

White papers on key IR issues

13 July, 2018

The Investor Relations 2018 Trend Report - Carter Murray

During 2017, Carter Murray took the decision to invest and develop its Investor Relations (IR) and Corporate Communications function to be well positioned for the buoyant market ahead. The Investor Relations 2018 Trend Report identifies the key opportunities and challenges the sector is facing, how IR contributes to the strategic direction of a business and the implications of an increasingly diverse talent pool. Furthermore, we look at the results of our survey to identify trends in career backgrounds and aspirations, and the remuneration of IR professionals. We are delighted to be working in partnership with the UK’s Investor Relations Society on this report. I would like to take this opportunity to thank all the contributors to this report, who have provided it with the industry insight and value which have driven the ideas and content within it. We trust that you will find it useful.

12 July, 2018

‘After the Love Has Gone’ Earth, Wind & Fire, 1979 - Hardman & Co

Post-IPO liquidity – how bad is it, does it matter and what can companies do about it? We have analysed three years of LSE data to answer the question, looking at 206 floats. To get the full benefit of being quoted on the capital markets, companies need to engage and understand that the market for investor airtime is very competitive. Engagement can take many forms including working more closely with investor relations advisors.

16 March, 2018

Deutsche Bank Depositary Receipts 2017 in Review

A comprehensive overview of the Depositary Receipts market in 2017, including industry trends, key milestones and interviews with clients plus Deutsche Bank’s Head of ESG Research

6 March, 2018

A reformed character? – a look at reporting on purpose, culture and values – Emperor

The collapse of Carillion and the scandal engulfing Oxfam have brought the issues of corporate culture and governance further into the spotlight. Now, more than ever, companies and Boards need to demonstrate that they have a purpose beyond profit and articulate how this purpose is reflected in their corporate culture and strategic objectives.

2 March, 2018

A Practical Guide to Onboarding - Fidelio Partners

In a time of rapid change it is clear that companies need diverse skills and profiles in order to maintain a competitive advantage. The speed of change has made access to talent imperative; it has also made the onboarding process, in particular for senior executives, significantly more challenging. “Organ rejection” is a distinct risk in times of rapid corporate change; newly appointed candidates may also decide that the role is not for them. Fidelio is seeing a number of our clients and other leading organisations sharpen their focus on the onboarding process. Indeed, without an effective and thorough onboarding process, ambitious diversity targets will be nigh on impossible to achieve.

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.

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Revised guidance on the strategic report. Recognising the increasing importance of non-financial reporting. FRC enc… twitter.com/i/web/status/1…