White papers on key IR issues
17 November, 2023
Understanding and preparing for digital security reporting - Jones & Palmer
In a dynamic digital environment, the increasing frequency of cyberattacks necessitates robust safeguarding of assets and data. Consequently, transparent reporting becomes imperative to showcase a commitment to digital security. As digital security regulations continue to emerge, existing laws governing risk reporting are firmly established. Last year, the FRC Lab identified shortcomings among digital security disclosures. This document guides UK listed companies to enhance digital security reporting, meeting stakeholder needs, and attracting secure investments.
16 November, 2023
The 2023 UK AGM Season – Capital Related Resolutions Top the Agenda This voting season - The Investor Forum
This report was compiled to examine evidence from the 2023 AGM voting season, to provide a basis for useful and constructive discussion, and to inform stewardship and engagement activity. The report details the major issues dominating the voting patterns of institutional investors at UK companies, which for the first time since 2019 was not Remuneration but concerns about Capital Related resolutions and Director's resolutions.
15 November, 2023
The Sustainability 100 Special Connect.IQ Report - Investis Digital (IDX)
What does it take for your corporate website and social channels to tell your sustainability story effectively? Who does this best? A new report by Investis Digital (IDX) provides an answer. Using their proprietary Connect.IQ methodology, IDX evaluated hundreds of corporate websites against 50 different sustainability-focused criteria. Ranking them based on the transparency, leadership, and connectivity that they demonstrate with digital content, they developed The Sustainability 100.
14 November, 2023
IR Society Member Survey 2023
Feedback from the membership is invaluable to the committees and management team of IR Society, as they plan the year ahead. This was the tenth consecutive year that QuantiFire was asked to collect and report feedback from the IR Society’s membership.
23 June, 2023
Dealing with ESG data, engagement and ESG ratings agencies - IR Society
Liz Cole outlines the findings from a recent survey of IRO members examining their experiences with ESG data and ratings agencies, finding that the vast majority of IROs think the FCA should regulate ESG ratings agencies, to improve their transparency, governance and conflicts of interest. The survey also examines current levels of integration of ESG issues, and the impact of ESG issues and data collection on IROs and their internal and external engagement.
10 February, 2023
Uncovering Nature and Biodiversity - Ever Sustainable
With the increased focus on biodiversity as a nature-related risk, this research paper from Ever Sustainable, aims to support better understanding of nature related risk inherent in business operations, and how to build from a risk-quantifying approach towards a robust and value-creating sustainability strategy.
10 February, 2023
Navigating TCFD 2023 - Ever Sustainable
Design Portfolio’s internal sustainability consultancy, Ever, has published its second instalment of TCFD reporting recommendations, looking at the first full year of mandatory reporting in the UK. This research paper identifies TCFD trends and offers best practice guidance across the TCFD framework pillars.
3 January, 2023
True ESG Funds: Addressing the Global Opportunity - Nasdaq
This whitepaper focuses on true ESG funds, the cities where those fund managers are located and the ESG monetary opportunity available in top markets.
27 July, 2022
Joining the dots - Emperor
Emperor’s AIM 100 research finds that developments in ESG, purpose and strategy are resulting in richer, better connected and more future-focused reporting.
20 July, 2022
REPowerEU: Europe maps faster decarbonization to phase out Russian gas - S&P Global Market Intelligence
The topic of ESG and its impact to business is quite varied these days with many sources of information from many different dimensions. Thanks to this research from S&P Global, find out what measures the EU is taking to better understand what’s at stake on the potential impact of the reaction to the Energy Crisis in the European Union.
17 February, 2022
How to Successfully Create your First Sustainability Report - Jones & Palmer
We have launched our second sustainability guide helping you to navigate the sustainability landscape.
14 December, 2021
The Corporate ESG Guide - Economies in Transition - Investor Update
The report is a comprehensive assessment of the way the industrial world is transitioning towards low carbon intensity. More than 50 interviews of the leading ESG protagonists were conducted including corporates, investors, regulators, advisors and rating agencies from five continents and all industry sectors.
29 November, 2021
CDR Annual IR Survey: Effective IR strategies for a post-Covid world
Citigate Dewe Rogerson has been investigating trends in investor relations since 2008, providing insight into how companies have adapted to both major crises and more subtle changes in their market environments. Our 13th Annual IR Survey reveals how IROs from 250 leading companies across 49 countries around the world are evolving their IR strategies for a post-Covid world and responding to the growing stakeholder demand for ESG data.
29 November, 2021
Sovereign Wealth Funds – Roles & Relationships - RD:IR
RD:IR surveys the history, investment strategies, and philosophy of sovereign wealth funds, and further considers what the future holds for this unique set of investors.
7 September, 2021
Essential Guide to Enhancing Investor Engagement - A4S
This is a practical guide for investor relations (IR) teams on communicating effectively with investors about sustainability. It explains how to engage with investors on sustainable business and the integration of environmental and social factors as drivers of value. This revised version has been updated to reflect the latest developments and rapidly changing investor relations landscape.
7 September, 2021
AIM 100 reporting: Seeing a bigger picture - Emperor
Our latest research into AIM 100 corporate reporting finds more integrated and authentic storytelling, with a strong focus on the future.
11 August, 2021
How to build a trusted brand with the 4Rs - Investis Digital
Looking for a playbook that gives you the tools to navigate converging forces of change to consumers, investors, employees, partners, suppliers, and the public as a whole? Look no further. The Building Trust Through the 4Rs focuses on corporate responsibility, brand reputation, employee recruitment and audience reach. This report features four case studies, highlighting some of the world’s most ambitious brands.
6 August, 2021
ESG integration and disclosure in the FTSE 100 - Luminous
Not taking ESG reporting seriously is no longer an option, but just how well are companies integrating and reporting on ESG? Luminous’ seventh edition of ‘Reporting Matters’ reveals the findings of our research on ESG integration and disclosure in the FTSE 100, alongside best-practice considerations for specific areas, such as ESG strategy, materiality and performance.
29 July, 2021
Navigating TCFD - Design Portfolio
In their latest whitepaper, the Design Portfolio ESG team explores the emergence of TCFD reporting trends among early adopters of the framework. The paper identifies distinct formats for presenting the TCFD disclosures, and provides a guide to best practice reporting and advice on how to begin your TCFD journey. The team also conducted a deep dive into the core pillars of the TCFD, and share their analysis and expectations for the evolution of disclosure.
23 July, 2021
Staring Down The Barrel of ESG Activism - Investor Update
Industry is facing a sharp resurgence in Shareholder Activism globally with suboptimal ESG communicators the most vulnerable. In this paper Andrew Archer of Investor Update speaks to some of the most influential players in this specialist industry, reflecting the scope, ambition and urgency with which they address the ESG Activism opportunity set.