White papers

White papers on key IR issues

13 May, 2019

The Ultimate Guide to Targeting - Q4

Investor targeting is one of the most crucial pillars for a successful IR program. Identifying new investors and understanding their behavior is critical to driving strategic value. Check out this guide for 8 best practices that are designed to boost your targeting strategies and ROI for investor outreach.

5 March, 2019

Find the Intelligent and Active when the World goes Regulated and Passive - Actelligent

In a global and more interlinked world with supply chains across continents, the importance of finding value-added and insightful information is undoubtedly growing. Might an investor looking at Asian EV battery makers also be interested in European semis? How useful would it be to apply chains and links of industries into each other to think of exposures on the whole, and to get info on competition?

1 March, 2019

How to effectively represent your business model - Jones & Palmer

Is it possible to use a systematic approach to consider and develop the disclosure of a business model? We think so. This guide details a three-step approach that does exactly that.

19 February, 2019

How does it stack up? 2018 - Radley Yeldar

‘How does it stack up?’ is Radley Yeldar’s annual review of FTSE 100 reports, recognised as an industry benchmark for best practice and a tool to help companies improve their annual reporting.

11 February, 2019

Change, challenge and opportunity: The impact of MiFID II on FTSE 350 Investor Relations - OC

The introduction of MiFID II has put the investor relations teams of UK companies under increasing pressure as demands from investors soar. Orient Capital examines how this evolution in the IR industry has placed more responsibility on the shoulders of IROs while reducing the level of support they receive from the sell-side.

28 January, 2019

Activism… Floating all boats? Rivel Research Group

With the recent string of companies' subject to activist activity, Rivel’s research shows that investment professionals on both sides of the pond (especially in Europe) continue to see activism as a positive force and one that is likely to increase further.

24 January, 2019

Gender pay gap reporting - Going beyond compliance to tell your company’s story - Emperor

With the second round of gender pay gap reporting approaching, companies should be thinking about how they can build on their first reports, taking control of the narrative and using it as a springboard for positive stakeholder engagement.

10 January, 2019

Stock lending in UK Plc - RD:IR

The level of stock lending in the UK market is on the rise. This does not indicate that shorting itself is increasing, but often paints a picture of more public companies being shorted by investors. With global markets going through turbulent days, what precisely is causing this stock lending to become more common as it has?

4 December, 2018

Building the investment case: analysis across the FTSE 350 and AIM 50 – Design Portfolio

Despite the growing importance of the investment case, many corporates are still unsure how to present their own. Our latest whitepaper, aims to shed light on best practice investment cases. Gathering key data from FTSE350 and AIM 50 corporate websites, annual reports and investor presentations, we demonstrate how companies are currently addressing their investment case, if at all, and how this has changed over the last three years. Is there still a lack of consistency between the corporate website and the annual report?

4 December, 2018

If investors were in charge of reporting - MerchantCantos

The corporate reporting landscape has changed rapidly over the last decade. New regulations have put companies under unprecedented scrutiny. The role of the annual report is once again in the spotlight. As the trend towards ‘no frills’ reporting gathers momentum, there is no better time to take a step back and ask what exactly do investors want from reporting. As reporting continues to evolve, companies should be mindful of what investors want and need from it.

19 October, 2018

Quality over quantity - RD:IR

Over the past decade, the number of issuers listed on the Main and AIM markets of the London Stock Exchange has decreased dramatically. However, the value of both markets has grown despite this decrease. In addition, the distribution of issuers between different sectors has been turned on its head since 1999 – remember when tech stocks ruled during the dotcom boom?

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In the Best Annual Report - Large Cap category, congratulations to @BerkeleyGroupUK, @bp_plc, @Holcim,… twitter.com/i/web/status/1…

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