BNY Mellon Global Investor Relations Survey 2017 - Website

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White Papers

White Papers

A guide to ESG reporting - Design Portfolio

Design Portfolio’s guidance report identifies the importance of material environmental, social and governance (ESG) reporting. As companies aspire to achieve stakeholder trust and greater societal impact, clear and impactful ESG reporting is becoming more relevant than ever.

Published: 21 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.

Published: 13 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.

Published: 3 April, 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.

Published: 7 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.

Published: 5 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.

Published: 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.

Published: 3 March, 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.

Published: 9 February, 2017

ISE Partners Market Report – Information-Rich Company and Candidate Study

ISE Partners' secretarial division produces an annual Market Report and quarterly Salary Surveys. These information-rich documents are designed to keep companies at the forefront of trends and changes in the support staff employment market. Salary Surveys are sectorised, to be of maximum relevance. The Market Report uniquely combines remuneration information from leading London firms and anecdotal and statistical evidence gathered from candidates. To collect the data, we survey our clients, both companies and candidates; with its specific focus group, the ISE Partners Market Report gives unrivalled access to the most important information from a recruitment and retention perspective.

Published: 6 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.

Published: 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.

Published: 5 December, 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

Published: 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.

Published: 21 November, 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.

Published: 13 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.

Published: 9 June, 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.

Published: 18 April, 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.

Published: 8 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.

Published: 7 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.

Published: 3 March, 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.

Published: 29 February, 2016

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.

Published: 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.

Published: 1 December, 2015

The Value of the Value Creation Discussion - Black Sun

Black Sun and its leading partners in accounting and integrated reporting have launched unique research capturing how executives feel about their value creation story. Conducted in collaboration with AICPA, CIMA, the IIRC and Tomorrow’s Company, our report uncovers the opinions of over 350 CEOs, CFOs and COOs from across the globe on the significance of the value creation discussion and how effective their reporting is at communicating it.

Published: 27 November, 2015

Put your corporate website centre stage - MSLGROUP

Why should you spend significant time and money worrying about your corporate website? This whitepaper is an MSLGROUP guide to why you need to create a best in class corporate website that sits at the heart of a high impact digital communications ecosystem. And how you go about building one.

Published: 4 September, 2015

Citigate Dewe Rogerson IR Survey 2015

Shaping the future of IR: a new era of opportunity and challenge This year a record number of Investor Relations Officers (IROs) from Europe’s leading companies participated in the seventh annual Citigate Dewe Rogerson Investor Relations Survey to provide the most comprehensive insight to date into changing attitudes and practices from objective-setting, reporting and guidance to analyst coverage, investor and activist engagement to the changing use of technology. Conducted between 16th January and 3rd April 2015, 193 IROs contributed to our survey representing companies from 20 countries and all FTSE industry indices.

Published: 24 July, 2015

EMR Investor Relations Talent Survey 2015

Compiled from over 150 responses from the UK’s top IR talent, the report showcases some extremely interesting findings: Over 50% of respondents have a capital markets background – significantly greater than the equivalent 3 years ago 66% saw a rise in salaries over the last 12 months Over 25% of IR teams have seen an increase in headcount over the last 12 months, and a further 25% expect to see this over the next 12 months General market optimism is increasing – almost 50% of IR professionals are optimistic about the UK economy Furthermore, our 2015 report also provides in-depth interviews with the Chair of the IR Society, Sue Scholes, and Barclays Group Digital Director, Elliot Antrobus-Holder, who provide further insight into the key trends currently taking place within the industry.

Published: 25 June, 2015

The Divestment Movement - Where do Investors Stand - RD:IR

This white paper from RD:IR examines The Divestment Movement - Where do Investors Stand and what does this mean for Investor Relations?

Published: 9 June, 2015

Unsponsored ADR Market Review 2015 - Deutsche Bank

Broker demand has been the main driving force behind the significant expansion of the unsponsored ADR market since the October 2008 SEC rule change, with all depositary banks actively establishing programmes around the world. In this new paper, the Deutsche Bank Depositary Receipts team analyses the current state of the unsponsored ADR market to see how the landscape has evolved over this period, together with an assessment of the level of investor interest.

Published: 9 June, 2015

Audience Insight Report 2015 - Understanding your digital audience - Investis

Welcome to the third Investis IQ Audience Insight report, which tracks the evolving use and changing requirements of visitors to corporate websites.

Published: 5 June, 2015

UK Remuneration Review 2015 - Proxy Insight

Proxy Insight releases The UK Remuneration Review 2015 in association with Georgeson, and your copy is now available to download.

Published: 27 March, 2015

Breaking the Consensus Impasse - ACE

This paper argues that investor relations departments capture only a small fraction of the value embedded in consensus forecasts. It characterises the current status quo as fundamentally unsatisfactory, where companies carry the burden of responsibility associated with disclosure, but with few of the benefits that should accrue from a transparent account of market expectations. The paper proposes solutions to break the consensus impasse.

Published: 13 March, 2015

Social Media for Corporate Communications - Investis

Investis have just released their first comprehensive Social Media Review which provides insight into how publicly listed companies are using social media for corporate communications. A write up in the Telegraph describes the survey as "the most thorough and up-to-date account of corporate social media available" covering 500 of the biggest publicly listed companies in the UK and US.

Published: 9 February, 2015

Corporate access: impact of new FCA regulation on quoted companies - RD:IR

The FCA’s ban on using dealing commissions to pay for corporate access will exacerbate the existing challenge for smaller companies to attract investors’ attention. Companies of all sizes should consider this regulatory change as an opportunity to take more control over their engagement with the buy-side. This paper provides quoted companies with suggestions to minimise the negative impact of the changing corporate access market dynamics.

Published: 14 May, 2014

The future of equity research - Edison / Frost Consulting

Following the FCA’s publication of the Conflicts of Interest document in 2012, and the subsequent Consultation on the use of dealing commission rules in November 2013, Edison and Frost Consulting have published a white paper on the Future of Equity Research. The proposed changes to the regulations by the FCA have the potential to be some of the most significant catalysts for change the industry has seen in a century.

Published: 4 February, 2014

The First 20 - The Concise Strategic Report Paradox - Black Sun

In light of reforms to narrative reporting in 2013, Black Sun conducted an analysis of how the FTSE 350 September year ends have responded to the changing reporting environment

Published: 29 January, 2014

Should public companies in the UK be concerned about social media compliance? global3digital

A look at the major social media platforms and how they can be used appropriately for corporate communications.

Published: 3 December, 2013

Why Mobile Matters: A Guide - Investis

Mobile’s growth is indisputable but the hyperbole surrounding its rise makes it hard to gauge the specific relevance of mobile for investor relations. Our data shows that access to corporate websites from mobile devices is now outpacing the global trend while corporate mobile use bucks the global trend by continuing to favour iOS devices over Android. Why Mobile Matters is essential reading for anyone responsible for their company’s investor communications.

Published: 15 May, 2013

Is Your IR Team Ready To Go Social? NASDAQ OMX

IR has long been a study in deliberation and restraint — not what you might immediately associate with the rapid-fire ideas, opinions and dialogues of today’s social media. Yet social media can be a powerful driver for meeting IR’s objectives — helping you attract, engage and inform investors and others who can burnish or burn your company’s reputation and value.

Published: 7 May, 2013

Integrated reporting: its past, present and future - Emperor

Integrated reporting of sustainability performance consistently with financial performance has been seen for a number of years as the next significant development for investor and wider stakeholder communication. In this white paper, we look at what is meant by integrated reporting, its strengths and weaknesses and what the prospects are for this tool.

Published: 6 May, 2013

M&A Deal Evaluation - A.T. Kearney / IR Society

The IR Society recently joined forces with global management consulting firm A.T. Kearney to understand the M&A evaluation tools used in the market to see if this could cast light on why so many deals fail to live up to expectations. A survey of the membership asked about the metrics and analyses they observed were being used by company executives, sell-side analysts and investors to evaluate proposed mergers and acquisitions. The conclusions were surprising; emphasis is often placed on evaluation metrics that look as if they tell the story, but can be misleading.

Published: 5 May, 2013

Online Investor Communications; A Survival Guide - Jones and Palmer

Online Investor Communications; A Survival Guide is Jones and Palmers' comprehensive look at the current state of investor relations, exploring the online options available and how they can and are being utilised.

Published: 23 April, 2013

A Short Story: The European Union’s New Rules on Short Selling - Ipreo

An examination of new regulation passed be the European Securities and Markets Authority (ESMA) in November 2012. With European regulators now requiring investors holding large short positions to disclose their total short holding above a certain size thresholds, Ipreo has surprisingly found that many institutional investors traditionally identified as “long-only” in fact possess some very large short positions.

Published: 1 February, 2013

Corporate reporting on mobile devices - nexxar

With the growing number of mobile users, corporate reports will have to be provided in a manner adequate for smart phones and tablets. But how strong is the actual demand for such versions? And which format offers the most advantages? This white paper describes current trends and discusses fruitful approaches on mobile reporting.

Published: 24 January, 2013