Crafting the investment case - Design Portfolio
Design Portfolio’s latest investment case research comes in the wake of a suffering global economy, a surge in ESG investing, imminent recession and the “new normal”. The paper sheds some light on the evolution of investment case reporting and how this differs across indices. A new phase of more sophisticated investment case reporting can be observed across as corporates mature from a focus on creation to communication.
It is in challenging times that companies must communicate their investment case as clearly as possible. Potential cuts in dividends, more scrutiny on social purpose and a need to demonstrate sustainability mean that the role of the investment case has shifted once again as it needs to answer even more questions than previous years. But answering questions is one thing, proving them is another.
Our latest whitepaper, ‘Crafting your investment case’ using research to shed some light on the evolution of investment case reporting and how this differs across indices. The underlying theme from this year’s report is that the investment case is growing up. A new phase of more sophisticated investment case reporting can be observed across the FTSE 350 and AIM 50 as corporates mature from a focus on creation to communication.
About Design Portfolio
Design Portfolio is a team of strategic advisors, creative thinkers and compelling storytellers. We provide content, creative and channel guidance for companies of all sizes so they can tell their unique equity and ESG stories effectively to their stakeholders. We advise on strategic direction, create persuasive narratives and memorable brands, and ensure that each client's story is told consistently.
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Published 4 August, 2020