Recent articles

Oct 27, 2021
Citi to conduct racial equity audit
Citigroup has agreed to have a third party conduct a racial equity audit of the bank, six months after a significant number of its shareholders – though not a majority – voted for such a step. The move comes in a year when several US financial institutions have faced requests for racial equity audits amid growing investor scrutiny of diversity, equity and inclusion (DE&I) issues at US companies. Citi announced the move in a ...
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Oct 27, 2021
New report shows rise in success of ESG shareholder activism in 2021
A new report released by Diligent Institute finds an increase in successful ESG shareholder activism campaigns, with a lack of modern governance practices cited as a key catalyst for activist action. Diligent’s report focuses on the steps companies are taking to be better prepared for shareholder activism, analyzing the governance data of companies targeted by investor activists. The sample includes data from 726 companies that engaged with investors, focusing sol...
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Oct 26, 2021
Majority support for E&S proposals almost doubles in US
Thirty-three environmental and social proposals won the backing of most voting shareholders this year, compared with 18 in 2020, according to analysis by Georgeson.  ‘The results of the 2021 proxy season highlight the monumental change in investor focus toward ESG risks and opportunities, particularly climate change and workforce diversity,’ says Hannah Orowitz, Georgeson’s US head of ESG, in a statement.  More than a third – 13 out of 36 – of env...
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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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Oct 22, 2021
Is ESG relevant for mid & small-cap companies?
ESG has risen to become a dominant issue over the last two years. This has been driven by many factors, including greater transparency, the growing demand for climate action, increasing regulation and the need for companies to demonstrate a clear license to operate. But there has ...
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Oct 21, 2021
Five key takeaways from the IR Magazine Forum – Small Cap 2021
Last month, IR Magazine hosted its fourth Small Cap Forum – an opportunity for small and micro-cap investor relations professionals to discuss the challenges and opportunities that are often unique, or more acute, at smaller companies. In this article, we summarize some of the key takeaways. Don’t wait for analyst coverage While many small and micro-cap companies don’t have significant analyst coverage due to the changing econo...
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Oct 21, 2021
Virtual reality: Is virtual the key to remaining agile, or a temporary stopgap?
There’s no doubt that the past 18 months have significantly changed the IR landscape. Thanks to lockdowns, travel restrictions and remote working, virtual-only events – if any events at all – have fast become the new norm. At IR Magazine’s recent North America Forum, Debbie Hancock, senior vice president of investor relations at Hasbro, highlighted the realization that ...
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Oct 20, 2021
Lack of robust data biggest barrier to greater ESG adoption, shows new survey
Almost half (49 percent) of investors say a lack of robust ESG data is ‘holding back’ their organization’s further adoption of ESG’, according to a new survey of more than 1,000 investors across 16 countries. Capital Group’s inaugural ESG Global Study 2021 covers 1,040 global institutional and wholesale investors, including pension funds, family offices and insurance ...
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