White papers

White papers on key IR issues

21 June, 2024

UK REITs: Building Back Better - Capital Access Group

The UK REIT sector offers an interesting selection of both generalist and specialist strategies, whether seeking to unlock under-appreciated value, deliver sustainable, future-proofed buildings, or serve the needs of specific types of occupier with strong long-term fundamentals. In this note we argue that at current valuations, REITs may offer a significant opportunity for investors with a medium-term horizon.

6 June, 2024

Lighthouse Europe, June 2024 - Morrow Sodali

Morrow Sodali's Lighthouse Europe is your essential guide to addressing critical corporate governance and investor relations issues facing businesses this year and beyond.

22 April, 2024

Lighthouse Europe - Morrow Sodali

Explore the latest insights into corporate governance and shareholder engagement practices across Europe with Morrow Sodali's Lighthouse Europe, December 2023 edition

22 April, 2024

FTSE 100 Financial Results Reporting - How do you rate? The Edge Picture Company

In the 15 years leading up to COVID nothing had really changed in the way that companies presented their financial results. COVID forced change and some companies took the opportunity to do things differently - but many did not. We take a look at who is doing what and who does it well and who does not.

22 April, 2024

2023 European Proxy Season Review - Morrow Sodali

With Proxy Season underway, discover our comprehensive review of the 2023 highlights and key trends in corporate governance and shareholder engagement.

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.

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