White papers archive

This report from Morrow Sodali sets out the latest trends in activist investors’ portfolios. Using a proprietary model quantifying criteria such as reputation...

This briefing from Envestnet | Yodlee concisely sets out how analyzing de-identified consumer spending data can alert an IRO to the signals that investors look...

This report from Morrow Sodali outlines the major trends occurring globally amongst activist investors’ portfolios. Using a proprietary model quantifying...

This new report from Money Show offers tips on shareholder targeting , covering: Key qualities to look for in your ideal investor Tips for how IR professionals...

This report from Raymond James examines what an IRO needs to know in planning investor outreach , including: Key questions to ask a sponsor when deciding which...

This new report from Lumi focuses on thinking beyond the AGM, and looking at how the IR function can deliver greater, year-round engagement . It covers: How to...

This new report from Cowen offers: Tips and tools on how to meet the increasing demand for bespoke IR messaging Where and how to deliver your roadshow How to...

This new report from Proxymity looks at: How current macroeconomic factors are intensifying investor scrutiny and in which areas Current impediments in the...

Investor relations plays an integral part in the health and success of public companies globally, even more so in volatile markets where IR departments must...

This guide from DFIN is a searchable catalogue of innovative and shareholder-friendly proxy statement sections, topics and features. These real-life proxy...