Shareholder targeting & ID Archive

Nov 17, 2021
Nasdaq’s ConnectIR adoption hits new heights as IR teams adapt to pandemic
Sponsored content Over the last 18 months, IR professionals have had to dramatically rethink their approach to investor engagement. While the goals have stayed the same – staying close to shareholders, targeting new investors and making sure the corporate story is well understood – the methods have had to adapt to the virtual environment we all now operate in. As part of that shift, Nasdaq has witnessed an acceleration in the use of its ConnectIR...
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Nov 17, 2021
Making their voice heard – Getting retail engaged on the proxy: Ticker 128
This episode of the Ticker podcast is sponsored by Broadridge Financial Services Brandon Van Manen, vice president of operations analytics at Broadridge Financial Services, talks about trends in the retail shareholder space and how companies can boost engagement – and voting rates. On average, issuers have around a 70/30 split between institutions and retail, explains Van Manen. The two have a fundamentally different approach to investing, ...
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Nov 12, 2021
ETF assets to exceed $20 tn before 2026, predicts ETFGI
The head of London-based research and consultancy firm ETFGI has predicted that assets invested in ETFs across the globe will exceed $20 tn before 2026. Speaking to IR Magazine, Deborah Fuhr, managing partner, founder and owner of ETFGI, made the forecast hot on the heels of the consultancy’s latest research. She says: ‘Investors realize it is hard to find active funds that consistently beat their benchmark and, over the long run, lower-cost investments...
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Nov 05, 2021
The week in investor relations: Boost for US ESG resolutions, stacks of money to fight climate change and growing litigation over Spacs
– The SEC made it harder for US companies to block shareholder proposals on environmental and social issues, reported the Financial Times (paywall). The regulator has revoked policies that were put in place during the Trump administration, a move that will boost ESG investors filing resolutions. Previously, climate resolutions could be excluded for including targets or timelines, while...
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Nov 04, 2021
Passive funds hit by worst month of outflows since July 2020
Rising fears over inflation and interest rates, coupled with disillusion about UK assets, drove net selling of equity funds in October for the first time in 15 months, according to research by global funds network Calastone. According to Calastone’s latest Fund Flow Index (FFI), savers cashed in a net £148 mn ($202 mn) of their equity fund holdings. While this may be small in the context of total trading volume of £20.5 bn, it was enough to push Calastone’s FF...
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Oct 26, 2021
Fidelity launches new climate goals and internal rating system
Fidelity International has announced plans to cut the carbon emissions in its investment portfolio by 50 percent by 2030 in a move that will put more pressure on companies to show they are managing the impact of climate change. The global investment firm, which looks after around $787 bn in client assets, has also published information about new internal climate ratings that it will use to assess the carbon reduction plans of portfolio companies. The move ali...
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Oct 25, 2021
Equity investors tackle carbon vs climate objectives
With the asset management industry now firmly focused on climate change, investors must strike the right balance between cutting portfolio emissions today and investing with the aim of reducing emissions in the real economy tomorrow.  Climate-aware equity strategies are receiving particular attention from asset owners such as pension funds, insurers and endowments: approximately a quarter of new equity manager searches conducted for institutional clients by bfinanc...
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