White papers

White papers on key IR issues

19 May, 2020

SRD II and the new meaning of Shareholder Identification: Going beyond disclosure - IHS Markit

Are IR teams ready for the new disclosure which will be made available under the Shareholder Rights Directive II? Do they have solutions in place to digest, analyse and act on the enhanced visibility?

28 April, 2020

Stakeholder Connections: Section 172 Trends - Design Portfolio

How are small and mid-cap companies reporting on Section 172? Design Portfolio’s latest whitepaper looks at emerging trends from the first annual reports published under the new regulation and provides some golden rules to boost your stakeholder disclosure.

28 April, 2020

Reframing your corporate narrative through the COVID-19 pandemic and beyond - Jones & Palmer

We understand that during this time of uncertainty you may need sound advice on what to communicate and how to do so. You can download our brand new guide, designed with the intention of helping you to work your way through this crisis.

14 April, 2020

Communicating your equity story through and beyond the pandemic crisis - Fairvue Partners

As we adjust to the ‘new normal’, the investment community is assessing the long-term impact on companies and their ability to operate within a changed world. The onus will fall on issuers across the board to redefine their strategic and operational approach. In this paper, we explore how issuers can be effective in communicating by adopting a modular approach through and beyond the pandemic crisis.

9 April, 2020

Missing Out: Why access to real-time analyst model revisions matters - Visible Alpha

Revisions to deep forecasts of critical line items that drive company performance are highly sought after by investor relations professionals, but the analyst estimates of these KPIs can be hard to obtain. Visible Alpha conducted a study to learn when and how often analysts revise estimates throughout a fiscal quarter and discovered that without real-time access to analyst and consensus estimate revisions, IROs are missing critical information.

26 March, 2020

COVID-19 and Investment Community Angst - Rivel Research Group

Over the past 3 weeks, along with our IRO research, we have interviewed the investment community in regard to the unprecedented impact COVID-19 and what investors need companies to address in their communications.

19 March, 2020

Keeping Pace with ESG - Your need-to-know guide - Orient Capital

E (environmental) and S (social) awareness/reporting have become just as important as the day-to-day G (governance) within the companies we work for and support. How are you tackling it? Do you know what other companies are doing? Is it becoming a theme you cannot ignore but do not quite know how to address? How do you ensure your board are taking it seriously?

13 March, 2020

AGM Season Forecast - 2020 - Equiniti

The ever-changing corporate landscape is making the AGM season a more uncertain time.

3 March, 2020

The impacts and opportunities of the new UK Corporate Governance Code - Jones & Palmer

Want to know how to tell a compelling story under the new UK Corporate Governance Code? We’ve updated our guide with case studies and examples to consider for engaging reporting.

17 February, 2020

Deutsche Bank Depositary Receipts 2019 in Review

This publication highlights the key facts, figures, global trends and major milestones in the Depositary Receipts industry for issuers, brokers and investors.

24 January, 2020

The battle for annual reporting: what audiences really want from your report - RY

An unlikely battle has been brewing for the future of the annual report. For some, reporting should focus on communicating information transparently to investors and analysts. For others, it offers an opportunity to tell a company’s story. So what exactly does the future hold for reporting? We wanted definitive answers, so we spoke to 1,000 ‘informed citizens’ and business leaders to find out how and why they use reporting.

17 December, 2019

From Ambition to Action – status of climate reporting in the FTSE 100 against the TCFD framework

UK’s recently launched Green Finance Strategy expects all listed companies and large asset owners to be disclosing in line with the TCFD recommendations by 2022. In addition to regulatory pressures, what remains the same is the high level of expectation from investors and other stakeholders around reporting of climate-related issues. Black Sun examines the current status of FTSE 100 reporting against the TCFD framework in this report.

13 December, 2019

Leading the way in climate change reporting, an analysis of the FTSE 350 – Design Portfolio

Despite the current political and economic uncertainties, companies are beginning to lead the way in climate change reporting. With increasing demands from investors, consumers and other stakeholders, clear communication of the risks and opportunities climate change presents become increasingly important. Our latest whitepaper provides guidance to companies on how to digest these urgent climate challenges and report transparently on their impact.

6 December, 2019

Equiniti’s Annual AGM Trends - 2019

Welcome to AGM Trends 2019, the annual review of trends and developments during the 2019 annual general meeting (AGM) season compiled by Equiniti’s Registration Services and Company Secretarial teams.

6 December, 2019

If investors were in charge of reporting - MerchantCantos

The reporting landscape has changed rapidly over the last decade and the role of the annual report is in the spotlight again. As the trend towards ‘no frills’ reporting gathers momentum, it is time to take a step back and ask what exactly do investors want from reporting. It is why we commissioned this independent study, and why we believe the results will be of great interest to corporate communicators.

7 November, 2019

Citigate Dewe Rogerson’s 11th Annual IR Survey

In 2019, a record 479 IROs from leading companies across the world participated in our annual IR survey, up from 221 in 2018, 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, and harnessing technology to help meet core objectives.

3 October, 2019

D.F. King General Meeting Season Review 2019

We are currently in the middle of a sea change in investor relations. A mixture of global corporate governance developments and a surge of interest in ethical behaviour from consumer and regulator alike has led to a metamorphosis from shareholder relations to stakeholder relations. Our latest report delves into the key themes of 2019 and the expectations for 2020 and beyond.

6 September, 2019

Evolving your culture - Emperor

Having a unique culture that people talk about is for every business. And all stakeholder groups. In this white paper, we share five key themes identified in our research to better understand how companies are reporting on the role and importance of culture in supporting and driving business success.

6 September, 2019

The Cost Effective Way to Access US Capital Markets - OTC Markets

Access to U.S. capital markets is increasingly important for UK and European issuers. As such, companies must consider efficient ways to expand their global footprint. For international firms, whose primary listing is outside the U.S., there are advantages that trading on the OTCQX Market can provide within their domestic market including increased U.S. investor holdings and an increase in liquidity and share value in both the home and OTC Markets.

12 August, 2019

2019 AGM Season Trends - Boudicca

With the peak of the 2019 AGM season behind us, our 2019 Proxy (AGM) Season Trends Report analyses the voting outcomes of this year’s AGMs and identifies three key trends that have dominated so far this year.

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