Whitepapers Archive

Nov 11, 2015
Consensus estimates: What does the investment community use?
Ipreo researched the sources of consensus estimate data used by the main constituencies of the investment community (buy side, sell side, media) in order to help IR professionals effectively benchmark earnings results against the expectations of the investment community. Read their findings by downloading the report below, which gives quantitative data and verbatim comments answering the question “What source or...Read more
Jul 07, 2015
Earnings calls as a competitive tool
Corbin Perception's latest research report covers all aspects of the earnings process – from preparation to execution and follow-through, and include both best and worst practices based on investor and IRO experiential perspectives. Their research identifies several opportunities for companies to refine and improve the way they conduct their earnings calls, serving to differentiate the IR program and further capture...Read more
Jun 12, 2015
Edelman’s Qualitative Information (QI) Survey
Proprietary research underscores the value of non-quantitative information for institutional investors Investing is often thought of as purely a numbers game, but a new survey of buy-side analysts and portfolio managers reveals that investors look to qualitative information to deepen their investment thesis and refine their valuation model. This white paper discusses major takeaways from Edelman’s...Read more
Senior management and investor relations
The quality of senior management is crucial to the investor perception of a company. We know how important senior management is to investor relations. But the question remains: how important is investor relations to senior management? In our latest survey we asked specific questions to respondents who identified themselves as members of C-level management. Those responses form the basis of this report, providing...Read more
May 22, 2015
Top 5 best practices for IR websites
Download this whitepaper from Q4 Web Systems for a clear briefing on key aspects that will help in designing an IR website your investor audience will respond to. This document examines five key elements: Ease of use Access to presentations and events Company information and strategy Accessing team member information Access to financial data. These five elements have been chosen based on the value investors and...Read more
Apr 15, 2015
Maximizing the value of communication
Stressed, yet optimistic. That’s the feeling of more than 30 senior investor relations and communications executives whom we interviewed recently about industry trends. Read more about the key themes we uncovered, including verbatim comments like these: “Need to crack media relations code in a digital world” “Create a ‘stop doing and start thinking’ mentality” “We’re about tomorrow. Measuring...Read more
Feb 15, 2015
Avoid ‘greenblushing’ with five good reasons to communicate
'Greenblushing' has been defined as 'limited or no information disseminated by an organization so as to understate or ignore its commitment to, and actions on, environmental responsibility', and it’s a rampant problem among companies. Find out why Dix & Eaton thinks it is important for companies to be communicating about their sustainability/CSR journeys. Please complete the form below with the information...Read more
Feb 15, 2015
Social media for corporate communications
Investis has published its first review of the use of social media for corporate communications. It provides the results of its survey of 500 of the biggest publicly listed companies in the UK and the US. Download it today to discover: best practice for LinkedIn, Twitter, Facebook, YouTube, Google+, Slideshare and Pinterest the difference that actively engaging with social media for IR can make the percentage of...Read more
Oct 14, 2014
Navigating the IPO process from the IR suitem the IR suite
With all the new public companies coming to market, the IR role has increasing visibility even before the IPO. While the investor relations process leading up to an IPO is similar to that of a public company with a longer history, there are certainly some nuances and tips that may prove to be useful. This report from Ipreo contains statistics and helpful advice on picking an underwriter, pre-IPO targeting, and more...Read more
Jul 10, 2014
A Review of Website Best Practices from S-1 to Post-IPO In the US
To help companies preparing to go public in the United States make the most of their digital channels Investis has published a US special report on IPO digital readiness, which benchmarks 10 recently listed US companies using our IQ ranking methodology. It highlights the areas of the corporate websites where most do well, and most don’t. The new report: ‘US IPO Digital Presence Ranking’ shows that many newly listed...Read more
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