White papers on key IR issues
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.
3 March, 2017
IR Website Best Practices - Q4 Inc.
Your investor relations website is your primary storytelling vehicle. The most effective IR website is one that successfully tells your investment story, by providing investors with compelling and informative context that ultimately influences their decision to invest. This whitepaper will discuss IR website best practices and dive into how each is an essential and effective communication tool for investors.
3 March, 2017
Revealing the full picture - Your guide to ESG reporting - LSEG
Once upon a time, environmental, social and governance (ESG) factors were a niche interest among asset owners, asset managers, banks, brokers and investment consultants. No longer. Investors now routinely analyse information on ESG performance alongside other financial and strategic information in order to gain a better understanding of companies’ future prospects.
9 February, 2017
The Friendly Guide to Culture and Reporting
Following a long line of value-destroying scandals that have seriously harmed the reputation of many companies, corporate culture is back under the spotlight. As such, corporate behaviour has become a key concern for the government, with the Financial Reporting Council recently publishing a high -profile report tackling the subject. It seems unlikely that this will be the last word on this issue. In this Friendly Guide, we take a look at how companies can use their reporting to explain how they are adjusting to, and prospering in, this new context.
5 December, 2016
The future of equity research - Edison
The investment research industry will be profoundly impacted by sweeping ongoing EU reforms, in the form of MiFID II. Under the new regime, asset managers will need to fund external research from their own profit & loss account or through research payment accounts with clear audit trails. While implementation is for 2018, fund managers are already starting to adjust their business models. The Future of Equity Research examines the impact.
5 December, 2016
Potential impact of MiFID II on IR practices and the corresponding role of technology - RD:IR
MiFID II will set new rules governing research and corporate access, posing challenges for IR professionals by potentially impacting the dissemination of investment cases and interactions between investors and quoted companies. Technology is expected to play a key role, responding to changes with new research distribution and corporate access platforms. It is anticipated that these will gain in importance and acceptance as MiFID II comes into force on 03 January 2018.
21 November, 2016
Use of online annual reports - nexxar
Online Annual Reports have become firmly established in the reporting practice of listed companies. They are no longer labelled as a ‘’fringe’’ phenomenon or “new media”. Last year, 43% of Europe’s largest 800 companies published an online report. Even more notable than the increased popularity is the warm reception it receives from various stakeholders: An average company in our sample reached more than 35,000 visits within the first 365 days after publication of the Online Annual Report. All signs are pointing towards a further increase in the usage of online reports. But where exactly does the journey go? We have formulated four assumptions... about the future of digital reports
21 November, 2016
2016 UK AGM Review - 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 2016. We hope to provide you with real insights into the voting issues and trends from the 2016 season, while identifying and describing potential hot topics for 2017.
13 June, 2016
The EU Referendum: Buy side perspectives on Brexit and implications for corporate investor relations
The research was undertaken by QuantiFire in partnership with the IR Society to examine the opinions of fund managers and buy-side analysts on what Brexit would potentially mean for UK and EU investment markets. The purpose of this research is to provide the investor relations community with information to help prepare for this scenario.
9 June, 2016
Best practice in online investor relations - Bowen Craggs
Online investor relations: Lessons from the best companies in the world brings together: Bowen Craggs’ IR rankings from the just-released 2016 Index of Online Excellence, audience research, best practice guidelines and good practice examples from around the world.
18 April, 2016
Integrated Reporting: Measurement Matters - Salterbaxter
Many reporters certainly now know what integrated reporting is, and there are some great examples out there. But, having looked at the best integrated reports the world has to offer, we sense that a divide is opening up – one at least as big as that between companies who spurn integration, and those who embrace it. And that divide is the measurement of outcomes.
8 March, 2016
Global Trends in Investor Relations - BNY Mellon
BNY Mellon initiated this research in 2004, surveying 35 companies. Since then, more than 3,600 individual companies representing 64 countries have participated, with reports analyzing the findings produced in six languages. This 10th edition of this global report gives us a pause to look back on how the investor relations function has adapted in light of the profound changes of recent years, and it also provides an opportunity for global issuers to consider how to best prepare for the future.
7 March, 2016
Oil – The Landscape is Changing - RD:IR
What a difference a year makes. The price per barrel of oil has nearly halved, attacked by the law of supply and demand. We find ourselves in an over-supply environment, driven by geo-politics, war and advances in technology. In the White Paper, we look at the main players in the arena and the effects of the oil price closer to home: the UK stock market and pension funds.
3 March, 2016
Assessing the European IPO Landscape within a Global Context: 2010 – 2015 - Fairvue Partners
This whitepaper is the first part of a two-part whitepaper series by Fairvue Partners, which delves into the IPO landscape and seeks to assess the Investor Relations implications based on the trends in recent listings. In this paper, we assess the European IPO market within a global context since 2010, addressing the questions of deal size, investor appetite across sectors, seasonality trends, regional dynamics, and post-listing share price performance.
29 February, 2016
Corporate culture - a thought piece on reporting
Black Sun’s latest thought piece on reporting: Corporate Culture – discusses some of the culture indicators that can currently be found in FTSE 100 annual reports and also explores what increased reporting in this area could look like going forward.
1 December, 2015
Demystifying the Sovereign Wealth Fund Universe for Equity Issuers in 2015 - Fairvue Partners
The emergence and development of the sovereign wealth fund universe as a core section of the global investment community has been notable, and recent transactions have attracted wide attention to them from issuers. However, mystique regarding the ways in which they invest have led to preconceptions about the processes for engaging them. This paper objectively assesses some of these preconceptions and their implications for IR.
1 December, 2015
European Stocks Are Poised to Take Advantage of Exodus from Emerging Markets Equities - Commodore
Commodore Intelligence released a survey confirming European equities are likely to become the principal beneficiary of the ongoing investor retreat from emerging markets. The intelligence firm interviewed 200 portfolio managers managing more than $100 billion in combined holdings of European equities. The majority of investors – seventy-five percent of those surveyed – are prepared to deploy this cash into companies that have diversified revenues or operations globally.