Shareholder targeting & ID Archive

Nov 27, 2020
Boom in IR demand for targeting tools
The demand for targeting tools has risen substantially in the past two years, particularly at mega-cap companies where almost six in 10 IROs say they’ve increased their use since 2018. Overall, 43 percent of the 249 IROs surveyed in IR Magazine’s Technology & IR 2020 report cite increased use of targeting tools. They use them to help prepare for ...
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Nov 09, 2020
Scottish Widows announces £440 mn ESG divestment plan
Scottish Widows has announced a ‘wide-ranging’ new ESG policy that will see the pensions provider begin by divesting £440 mn ($580 mn) from companies that have failed to meet its ESG standards. The move is just the beginning of what the 200-year-old insurance provider and subsidiary of Lloyd’s Banking Group says ‘is believed to be the most far‐reaching exclusions policy by a major pensions provider.’ The insurer says it is working with its fund m...
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Oct 23, 2020
The week in investor relations: Rise in European ESG assets and FRC calls for improved reporting
– Assets held in ESG funds could more than triple over the next five years, according to the Financial Times (paywall). An analysis by PwC found that, in a best case scenario, ESG assets could grow from 15 percent to 57 percent of the European fund sector by 2025. Under such a change, companies would come under much greater pressure over their approach to sustainability.  – E...
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Oct 15, 2020
From Gilead to Lantheus: Mark Kinarney talks targeting at the Global IR Forum
The Global IR Forum was a virtual event this year. Like everything else in 2020 it was all about coming together – without going outside. The three-day event took place last week, with 30 sessions bringing together more than 350 attendees from 39 countries. The new online format allowed for not just the usual discussions on how corporate access has changed, what has been happening on the buy side or what new trends IROs have been tackling, but also nine sector-spe...
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Oct 07, 2020
How IR should respond to the increase in retail investors
The world of retail investing has changed dramatically in the last year. From commission-free trading and consolidation to market crashes and online message boards, retail investors today inhabit a brave new world. In the space of seven days in October 2019, TD Ameritrade, E*Trade, Charles Schwab and Fidelity all announced that they were removing commissions on stock and ETF trading – following the lead of Robinhood, which has been allowing its users to trade comm...
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Sep 30, 2020
Opposition to SEC’s 13F proposal builds as comment deadline passes
As the formal comment period for the SEC’s proposed changes to the 13F filing thresholds closed, the commission had received more than 1,800 comment letters from issuers, stock exchanges, institutional and retail investors and academics – with the majority of the letters in opposition to the proposal. In July the SEC published its plan to increase the threshold for institutional investors required to file 13F filings from $100 mn in assets under management to $3...
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Sep 25, 2020
The week in investor relations: EU-UK tensions and higher bars for shareholder proposals
– British asset managers are pushing back against EU proposals that they think could be used to shift business from the UK to Europe, reported the Financial Times (paywall). The European markets watchdog has suggested the EU ‘set out in law a list of core functions that must always be performed inside the bloc,’ explained the article. Critics argue this could be used to prevent EU ...
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Sep 17, 2020
Investors most bullish since start of pandemic, notes BofA survey
It’s ‘no longer a recession’, according to the Bank of America (BofA) September Global Fund Manager Survey, with more investors (49 percent) saying the macro situation is in an early-cycle phase than in recession (37 percent). This is the first time this has happened since February when global lockdowns due to the Covid-19 pandemic were barely on the horizon. Fifty-eight percent of BofA survey respondents now say a new bull market has begun, up from 25 percent...
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