Recent articles

Nov 08, 2021
Quantifying the value of sustainability
There are three types of investors: 1. Fundamental investors that analyze the potential of a business model backed by a refined understanding of industry trends (currently the largest group) 2. Those that count on quantitative analyses to capture alpha potential and focus primarily on risk premium or factor investing (a smaller group but one that is vastly gaining ground against the fundamental investor) 3. Those who emphasize sustainability aspects in th...
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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
IR Magazine Expert Focus: Corporate access at Raymond James & Associates
How did you come to focus more specifically on corporate access in IR?  It was a career evolution: I had always worked in sales, trading or research roles so when this opportunity came to build the Raymond James corporate access program, my skills were a great fit.  Is there such a thing as a typical day in your job? What are your go-to tasks each day?  It changes every day – what I start working on is often not w...
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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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Nov 03, 2021
IFRS Foundation announces launch of sustainability standards board
A series of measures have been announced by the IFRS Foundation Trustees (IFRSFT) to provide global financial markets with high-quality disclosures on climate and other sustainability issues. Hot on the heels of climate change discussions at the COP26 summit in Glasgow, UK, the new developments lay the technical groundwork for a global sustainability disclosure standard-setter for the financial markets. The announcement covers the introduction of three new me...
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Nov 03, 2021
UK announces five-year review to improve opportunities for women at the top of British business
The UK government has announced its backing for a new review to monitor the representation of women in the upper rungs of FTSE companies and increase opportunities available to them. The FTSE Women Leaders Review was revealed this week by the Department for Business Energy and Industrial Strategy. The new five-year review is the successor to the government-backed Hampton Alexander review, which ran from 2015 to 2020 and was widely regarded as a success, seeing a 50 ...
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Nov 02, 2021
VF Corporation names Allegra Perry as vice president of investor relations
VF Corporation, the owner of retail brands including North Face and Timberland, has appointed Allegra Perry as its vice president of investor relations, effective January 2022. She will report to Matt Puckett, the company’s CFO. Perry will join the company from Watches of Switzerland Group, where she currently serves as director of IR and corporate affairs and was responsible for setting up a new IR team following the company’s IPO. Prior to that, she was head o...
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Nov 01, 2021
Walbrook PR narrows lead with FTI Consulting in AIM client ranking, finds research
Walbrook PR has climbed into second place in the rankings for most financial PR clients on AIM, according to the latest quarterly report from Adviser Rankings. Between July and October, Walbrook rose from 47 to 50 AIM clients, placing it just four behind top-ranked FTI Consulting, finds the research. Alma PR slips to third place after holding steady at 49 clients during the three-month period. ‘A once seemingly unassailable lead is under challenge,’ say t...
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Oct 29, 2021
Crypto investments driven by competition with friends and family, suggests survey
Many retail investors are taking decisions influenced by competition with friends or family and do not realize that high-risk investments such as cryptocurrency are not regulated, according to research from the UK’s Financial Conduct Authority (FCA). Retail investment has boomed over the last 18 months, with millions of new brokerage accounts opened and investment ideas becoming a popular topic of conversation on social media networks like Instagram and Reddit. Bu...
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Oct 29, 2021
The week in investor relations: Invesco launches new ESG ETFs, Facebook goes Meta and activist pressure at Shell
–  Invesco launched ESG versions of one of the world’s largest ETFs, reported the Financial Times (paywall). The investment firm created ESG iterations for European and US investors in the QQQ ETF, which tracks the Nasdaq 100. The article noted that tech giants such as Tesla, Facebook and Amazon will have lower weights in the new ESG ETFs than they do in the traditional market-cap w...
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