White papers archive

ESG issues are absolutely on the minds of investors. But that doesn’t mean they have the time or wherewithal to sift through big, flowery ESG reports. This...

What is Investment Stewardship? As Vanguard puts succinctly, investment stewardship is “the ways that asset managers/asset owners care for the assets entrusted...

The 2019 proxy season so far shows increased shareholder focus on ESG issues, according to this report from Computershare | Georgeson. Download this useful...

Often associated with larger firms, corporate governance is just as important for small and micro-cap companies. By adhering to high governance standards, small...

What’s the difference between an unforgettable Investor Day and one you’d rather forget? Find the answer in this impactful whitepaper, which offers seven keys...

This report from Say provides an in-depth case study of Tesla’s Q4 2018 and Q1 2019 calls to examine cutting-edge developments in earnings calls from an...

What should Investor Relations professionals be doing differently in the 21 st century versus the 20 th? The answer: Adapting to what the money is doing. In...

Just over a year ago, most U.S. based Investor Relations professionals, didn’t even know what MIFID II stood for (and many still don’t), and passive outreach...