White papers

White papers on key IR issues

25 January, 2024

Citigate Dewe Rogerson’s 15th Annual Global IR Survey

Citigate Dewe Rogerson started investigating investor relations trends in 2009 amid the aftermath of the 2008 financial crisis. Our first survey featured 80 IRO responses from diverse European companies. Over the years, our annual IR survey gained support, expanding globally in 2016. This year, 159 IROs from leading global companies participated, offering extensive insights into the evolving IR strategies amidst a challenging macroeconomic landscape, marked by liquidity constraints, reduced valuations, and the imperative to enhance investor engagement.

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.

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.

14 April, 2021

Investor relations in turbulent times - Euronext Corporate Services

This e-book will help IR professionals to actively maintain relationships with institutional investors and other stakeholders in the fast-moving capital markets world, to maintain the trust of their investor base and to proactively identify potential new investors.

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