Download or read book Investor Relations and ESG Reporting in a Regulatory Perspective written by Poul Lykkesfeldt and published by Springer Nature. This book was released on 2022-08-15 with total page 342 pages. Available in PDF, EPUB and Kindle. Book excerpt: Investor Relations and ESG Reporting in a Regulatory Perspective is a comprehensive and detailed practical guide for financial market participants, focusing on the stock market, written for practitioners by practitioners. The main themes of the book include the challenging integration of investor relations (IR) and the non-financial reporting of environmental, social and governance (ESG). Further, the book provides a comprehensive overview of the complex regulatory framework of the European Union (EU) related to the financial markets, including the expected global trends in this area. This includes financial legislation such as MiFID II, MiFIR and MAR along with non-financial legislation like the EU’s taxonomy, CSRD and SFDR. In addition, this book explores the non-financial reporting standards of GRI, TCFD, CDSB, IBC, SASB, IRRC and the upcoming ISSB, and discusses the UN’s Sustainable Development Goals (SDGs). In addition, the book provides a practical guide regarding IR in special situations, e.g. in connection with takeover response manuals, M&A, investor activism, initial public offerings (IPOs), as well companies’ collaboration with e.g. investment banks and corporate finance advisers, financial PR and IR advisers in such situations. The suggested audience of the book includes board members and senior management of in particular listed companies, and companies considering an IPO; professionals working in the fields of IR, ESG and communications; institutional and retail investors; private equity executives; venture capitalists; investment bankers; legal practitioners; accountants and auditors; financial journalists; and politicians. Finally, university and business students may benefit from an insight into the dynamics of the financial markets and the direction they are moving, a possible inspiration for choosing a future career.
Download or read book ESG and Responsible Institutional Investing Around the World A Critical Review written by Pedro Matos and published by CFA Institute Research Foundation. This book was released on 2020-05-29 with total page 80 pages. Available in PDF, EPUB and Kindle. Book excerpt: This survey examines the vibrant academic literature on environmental, social, and governance (ESG) investing. While there is no consensus on the exact list of ESG issues, responsible investors increasingly assess stocks in their portfolios based on nonfinancial data on environmental impact (e.g., carbon emissions), social impact (e.g., employee satisfaction), and governance attributes (e.g., board structure). The objective is to reduce exposure to investments that pose greater ESG risks or to influence companies to become more sustainable. One active area of research at present involves assessing portfolio risk exposure to climate change. This literature review focuses on institutional investors, which have grown in importance such that they have now become the largest holders of shares in public companies globally. Historically, institutional investors tended to concentrate their ESG efforts mostly on corporate governance (the “G” in ESG). These efforts included seeking to eliminate provisions that restrict shareholder rights and enhance managerial power, such as staggered boards, supermajority rules, golden parachutes, and poison pills. Highlights from this section: · There is no consensus on the exact list of ESG issues and their materiality. · The ESG issue that gets the most attention from institutional investors is climate change, in particular their portfolio companies’ exposure to carbon risk and “stranded assets.” · Investors should be positioning themselves for increased regulation, with the regulatory agenda being more ambitious in the European Union than in the United States. Readers might come away from this survey skeptical about the potential for ESG investing to affect positive change. I prefer to characterize the current state of the literature as having a “healthy dose of skepticism,” with much more remaining to be explored. Here, I hope the reader comes away with a call to action. For the industry practitioner, I believe that the investment industry should strive to achieve positive societal goals. CFA Institute provides an exemplary case in its Future of Finance series (www.cfainstitute.org/research/future-finance). For the academic community, I suggest we ramp up research aimed at tackling some of the open questions around the pressing societal goals of ESG investing. I am optimistic that practitioners and academics will identify meaningful ways to better harness the power of global financial markets for addressing the pressing ESG issues facing our society.
Download or read book ESG Reporting in Corporate Communication written by Michael Neumann and published by Springer. This book was released on 2024-10-30 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book illustrates the challenges posed by the highly complex ESG regulation to corporate communication—and how they can be overcome. Starting from the year 2024, the requirements for Environmental, Social, and Governance (ESG) reporting will be significantly increased. The Corporate Sustainability Due Diligence Directive (CSDDD or CS3D) of the EU mandates that more companies of all sizes provide detailed explanations about the compatibility of their business models with ESG standards. This new era of corporate reporting must be tackled collaboratively by experts in corporate communication, investor relations, and accounting. The goal is to enhance the persuasiveness, reach, and crisis-resilient narrative of ESG reporting. The authors explain which aspects and perspectives are particularly crucial in this context, and how corporate leaders can continuously reassess and balance their speech and actions.
Download or read book The New Investor Relations written by Benjamin Mark Cole and published by Bloomberg Press. This book was released on 2014-05-14 with total page 283 pages. Available in PDF, EPUB and Kindle. Book excerpt: "Shareholder lawsuits, accounting and financial reporting scandals, 24/7 business media, the growing ubiquity of the Internet, public calls for increased disclosure and transparency ... the landscape surrounding Wall Street and publicly held corporations has changed more than at any time since the Great Depression. Investor relations professionals face the challenge of rebuilding credibility and strengthening relationships with the investment community and the public. In The New Investor Relations, leading professionals provide guidance and strategy for navigating through today's communications maelstrom."--Provided by publisher.
Download or read book Ethical Quandaries in Business Practices Exploring Morality and Social Responsibility written by Roache, Darcia Ann Marie and published by IGI Global. This book was released on 2024-08-29 with total page 775 pages. Available in PDF, EPUB and Kindle. Book excerpt: In today's fast-paced business environment, organizations face increasingly complex ethical challenges. From navigating cultural differences in global operations to balancing profit motives with social responsibility, businesses must make moral decisions that impact their stakeholders and the broader society. However, many need more frameworks and insights to address these challenges effectively, leading to ethical dilemmas that can harm their reputation and bottom line. Ethical Quandaries in Business Practices: Exploring Morality and Social Responsibility is a practical guide for organizations and individuals grappling with ethical decision-making. Delving into real-world case studies and offering theoretical perspectives equips readers with the tools to analyze ethical challenges in various business contexts. From understanding the ethical implications of marketing strategies to promoting ethical leadership and corporate governance, this book offers actionable insights to help businesses navigate complex ethical landscapes. It also addresses the growing demand from consumers, investors, and regulators for enterprises to prioritize social responsibility, providing strategies for integrating ethical practices into organizational culture.
Download or read book Investor Relations for the Emerging Company written by Ralph A. Rieves and published by John Wiley & Sons. This book was released on 2002-02-21 with total page 236 pages. Available in PDF, EPUB and Kindle. Book excerpt: The definitive guide for CEOs, CFOs, and executives of newly public companies Learning to deal with investors, employees, media, regulators, and others once a company has gone public requires dedication and consistency. Investor Relations for the Emerging Company helps fledgling public company officers and directors prepare for the unique business task of convincing investors of their company's value. From describing the various organizations, institutions, mechanics and behaviors of capital markets to clarifying the requirements and best practices for reporting and disclosure, this book provides all the answers. CEOs, CFOs, and executives who must operate an effective investor relations program within the budget constraints of their newly listed company will use this book for years to come.
Download or read book A COMMUNICATIVE PERSPECTIVE FOR INVESTOR RELATIONS TAPPING THE INTERFACE BETWEEN CORPORATE CONCERNS AND USER NEEDS written by PRISCILLA S. ROGERS and published by . This book was released on with total page 30 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book Online Marketing to Investors written by Daniel R. Valentine and published by Business Expert Press. This book was released on 2015-04-13 with total page 135 pages. Available in PDF, EPUB and Kindle. Book excerpt: “This book clearly explains why Investor Relations is now a highly regarded career choice and demonstrates its value to companies and the investment community.”—Helen Parris, Director of Investor Relations, G4S plc “This book is an essential read for Investor Relations profes-sionals, business managers, and anyone interested in corporate relations.”—William Sun, Deputy Director of the Centre for Governance, Leadership and Global Responsibility, Leeds Business School The expectations on UK listed companies continue to grow with the expansion of the regulatory framework and an increase in public scrutiny. The investment community continues to demand access to management, regular and meaningful communication, and an understanding of a firm’s position relative to its competitors. It falls increas-ingly to the Investor Relations (IR) function to help compa-nies and their management meet the rigorous demands of the equity markets and an evolving set of tools, technolo-gies, legal and governance frameworks. Digital channels present great but underutilised poten-tial to contribute to ever more effective IR. Online platforms offer fast, comprehensive, economical, exible and regula-tion-compliant methods of disclosing corporate informa-tion to investors, analysts and other relevant parties in the investment evaluation and decision making process.
Download or read book Investor Relations The Art and Philosophy of Effective Corporate Communications written by Thomas J. Lauria and published by Lulu.com. This book was released on 2008 with total page 124 pages. Available in PDF, EPUB and Kindle. Book excerpt: The primary objective of this handbook is to create a comprehensive knowledge base on the broad and sometimes misunderstood topic of investor relations, the center of most corporate communications programs. The approach taken was to first develop a thorough understanding of Wall Street itself. Having been a Fortune 25 Investor Relations Director as well as a Sr. Equity Analyst and Equity Research Director, the perception of what is needed by the financial community is quite different than what many investor relations officers believe. Driving a "hyperactive" Investor Relations program is the ultimate aim of this text. The author believes that the insight provided herein will enable new IROs to best understand their new profession and enable existing practitioners to add additional elements to their marketing programs that will enhance shareholder understanding and value. The author's website can be viewed at www.tomlauria.com.
Download or read book New Investor Relations written by Benjamin Mark Cole and published by Bloomberg Press. This book was released on 2003-10-01 with total page 288 pages. Available in PDF, EPUB and Kindle. Book excerpt: Across America in thousnds of publicly traded companies, investor relations (IR) professionals and top executives are struggling to communicate corporate news effectively in an on-edge, suspicious environment of 24/7 financial information. Billions in stock value can be gained or obliterated quickly. based in no small part on how well the IR pros make the company's case and manage expectations. Earnings announcements, analyst reports, insider stock transactions (even if legal), and more all have a magnified impact on stock movements in today's climate. With contributions from leading IR experts, Benjamin Mark Cole has put together an incisive and practical blueprint for success in investor relations today. Filled with ancedotes and case studies of good--and bad--IR, this book provides indispensable, hands-on guidance.
Download or read book Environmental Social and Governance ESG Investing written by John Hill and published by Academic Press. This book was released on 2020-01-30 with total page 371 pages. Available in PDF, EPUB and Kindle. Book excerpt: Environmental, Social, and Governance (ESG) Investing: A Balanced Analysis of the Theory and Practice of a Sustainable Portfolio presents a balanced, thorough analysis of ESG factors as they are incorporated into the investment process. An estimated 25% of all new investments are in ESG funds, with a global total of $23 trillion and the U.S. accounting for almost $9 trillion. Many advocate the sustainability goals promoted by ESG, while others prefer to maximize returns and spend their earnings on social causes. The core problem facing those who want to promote sustainability goals is to define sustainability investing and measure its returns. This book examines theories and their practical implications, illuminating issues that other books leave in the shadows. Provides a dispassionate examination of ESG investing Presents the historical arguments for maximizing returns and competing theories to support an ESG approach Reviews case studies of empirical evidence about relative returns of both traditional and ESG investment approaches
Download or read book Investor Stewardship and the UK Stewardship Code written by Daniel Cash and published by Springer Nature. This book was released on 2021-09-20 with total page 82 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book provides a critical assessment of the development of the Stewardship Code 2020, which sets out principles regarding the role of institutional investors in corporate governance. It discusses how the regulatory framework for stewardship evolved before and after the financial crisis, and how that evolution resulted in the 2020 Code. It then critiques the Code from a practical and academic perspective, as well as evaluating the wider regulatory framework; in particular, the position of the FRC (ARGA). The book concludes by offering insight into different pathways that the evolution of stewardship may continue to take. Stewardship Codes modelled on the U.K.’s original 2010 version have been introduced in numerous markets and as such the book will be relevant for an international audience of academics, regulators and policymakers in financial regulation, investment regulation and financial services.
Download or read book Integrated Reporting written by Chiara Mio and published by Springer. This book was released on 2016-08-11 with total page 336 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is a timely addition to the fast-growing international debate on Integrated Reporting, which offers a holistic view of the evolution and practice of Integrated Reporting. The book covers the determinants and consequences of Integrated Reporting, as well as examining some of the most relevant issues (particularly in the context of the United States) in the debate about Integrated Reporting.
Download or read book Using Investor Relations to Maximize Equity Valuation written by Thomas Ryan and published by John Wiley & Sons. This book was released on 2005-02-18 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: A practical guide to proactive investor relations (IR) Investor relations (IR) has traditionally been an administrative function within corporate communications, responsible for disseminating public information and answering investor and media questions. Using Investor Relations to Maximize Equity Valuation challenges this approach, by arguing that IR has been underutilized and then illustrating how it should be elevated to lead a strategic communications effort to preserve or enhance corporate value and lower a company's cost of capital. Divided into four comprehensive parts, this book clearly describes capital markets strategies and tactical operations that these former, senior-level equity analysts and portfolio managers employ. Chad A. Jacobs (Westport, CT) and Thomas M. Ryan (Westport, CT) are the cofounders and co-CEOs of Integrated Corporate Relations.
Download or read book New Dimensions in Investor Relations written by Bruce W. Marcus and published by John Wiley & Sons. This book was released on 1997-11-03 with total page 434 pages. Available in PDF, EPUB and Kindle. Book excerpt: The acknowledged bible on investor relations Investor relations is an essential facet of any publicly tradedcompany, inevitably affecting its stock price, investments, andliquidity. Maximizing Your Investor Relations provides practicalguidance needed to master this complex undertaking and advocatepersuasively on your company's behalf to achieve greaterrecognition and value. Comprehensive and thoughtful, it focuses oncontrolling the day-to-day mechanics of investor relations to moreeffectively compete for capital.
Download or read book Competing for Capital written by Bruce W. Marcus and published by John Wiley & Sons. This book was released on 2005-03-04 with total page 239 pages. Available in PDF, EPUB and Kindle. Book excerpt: Praise for Competing for Capital "An indispensable guide for investor relations and communication counselors alike. With more individual investors in the market than ever before, this book makes navigating the new regulatory playing field much more possible--and makes clear the path to victory." --Michael W. Robinson Director, Levick Strategic Communications; Former Director of Public Affairs and Policy, U.S. Securities and Exchange Commission (SEC); Director of Media Relations, NASD "More than simply writing a textbook on IR, Bruce Marcus shares his wealth of experience and critical viewpoint with those seeking to understand a fast-changing profession." --June Filingeri President of Comm-Partners LLC, Investor Relations Consultant, and Educator "Bruce Marcus puts some solid ground under the shifting landscape of being an investor relations professional. A must-read primer for public companies." --Robert C. Roeper Managing Director, VIMAC Ventures, LLC "As the song lyrics go, 'everything old is new again,' but this time with a vengeance. Disclosure has always been the touchstone of securities laws, but now more disclosure is required on a real-time basis with heightened accountability. Competing for Capital is a must-read for those in the securities industry, providing insights into securities markets, the information age and technology, and their impact on the job of investor relations professionals. Investors come in all shapes and sizes from around the globe, and investor relations personnel have their work cut out for them to provide clear, comprehensible, and comprehensive information, accessible to the novice and sophisticate alike. Competing for Capital shows them the way." --Donna L. Brooks, Esq. Partner, Shipman & Goodwin, LLP "Competing for Capital puts our recent turbulent financial marketplace in context, provides solid information for both new and experienced investor relations practitioners, and offers insights into the future of IR--all in Bruce Marcus's easy-reading style." --Dixie Watterson IR consultant, Communica Partners "Competing for Capital aptly illustrates how investor relations has become a major corporate responsibility in generating trust, and how the profession must realize now more than ever that the needs of investors have changed because of technology, regulation, and globalization." --Mark Kollar Managing Director, Cubitt Jacobs & Prosek
Download or read book Investor Relations and Corporate Reporting written by Stefanie Paolini and published by diplom.de. This book was released on 2008-06-17 with total page 151 pages. Available in PDF, EPUB and Kindle. Book excerpt: Inhaltsangabe:Introduction: Nowadays, deregulated and globalized financial markets force companies into competition for investors. The challenges capital market-oriented companies have to meet are increasing information needs of investors and rigid rules and regulations. Well implemented and managed Investor Relations and Corporate Reporting activities that gain the trust of the financial market could assist in facing up to competition. Financial and Corporate Reporting is all about communicating the long-term strategic alignment, quality and experience of the management as well as other factors that determine the value of the company, e.g. a sustainable, solid business development associated with a transparent corporate communication. From investor s and analyst s points of view, which are geared to a forward-looking approach in case of an investment decision, the information value of traditional and predominately retrospective financial statements encounters its limits. The ambition of legislator and standard setter to make the group management report to a value- and future-oriented instrument is a signpost in the right direction. The group management report should additionally facilitate estimates about the future development of the company by a stronger consideration of the management s view. Numerous empirical studies provide evidence that the capital market is affected by imperfect and unequally distributed information (asymmetric information distribution) as well as by conflict of objective and interest between the management (agent) and shareholder (principal). Modern Investor Relations and Corporate Reporting activities go beyond the mere communication of facts and figures. Investor Relations and Corporate Reporting reduce skepticism and create transparency by building up a direct relationship to the investor. The present master thesis examines interdependencies between companies and investors as well as the organizational integration in the company s structure by means of scientific theories. In addition, a primary research of 10-DAX companies regarding their Investor Relations and Corporate Reporting activities ascertains how several communication measures are effectively applied in practice and how much importance companies attach to well managed capital market communication. The survey reveals strengths and weaknesses of today s capital market communication and outlines future prospects of Corporate Reporting. The present master [...]