Reporting & ESG
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Which social numbers really matter to investors?
Blue-chip companies spend big bucks on social programs. Apple, for example, recently increased its budget for its diversity program alone from $100 mn to $200 mn, while Mercedes Group spent €97 mn ($104 mn) on training in 2023, up from €93 mn the year before. The areas normally included under the S pillar of ESG are quite broad and people-oriented, but can be divided into company internal and external projects. Internal Cyber-security Diversity Ethics Health & safety Human rights Innovation Recruiting Supply chains Training: sales, technical External Communities Customers Marketing, communications Products R&D But while all of these areas have some…
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Lyft’s wild earnings ride was an IR nightmare, but it’s a surprisingly common scenario
Data shows companies have frequently had to update earnings and dividend releases
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CSRD Chat: The passion-project AI bot helping companies analyze ESG regulation
Alex Annaev talks sustainability workloads, the CSRD impact on IR and how AI can change the future of ESG reporting
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Which environmental numbers really matter to investors?
Recently, the head of ESG at a blue-chip asset manager that is paying more than $200,000 annually for ESG data told me: ‘Once we get this ton of data from a major data provider, our work just begins. We have to make some financial sense of it.’ His remark points to a fundamental problem with ESG data and the $50 tn ESG investment market: there are too many indicators and too much non-actionable data. For an investor, knowing how many tons of greenhouse gases a company emits annually says little, if anything, about its performance, for example. In a recent…
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Evolving beyond disclosure: 2024’s ESG trends, opportunities and challenges
Investors are setting their sights on more than just metrics
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Research shows misgivings about ESG investing reducing returns are wrong – so what can IR do to bridge the gap?
In the dynamic landscape of financial decision-making, the importance of non-financial objectives – encapsulated in ESG criteria – has become central for governments, corporations and investors. Even as recent forecasts project a significant increase in ESG-related assets under management, concerns about the potential impact on returns persist. That has significant implications for IR professionals, who must guide their investors and reshape dialogues with various stakeholders. A paradigm shift in capital allocation The monumental growth in ESG-related assets underscores the paradigm shift in financial priorities. PwC forecasts that ESG-related assets under management will increase from $18.4 tn in 2021 to $33.9…
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Reporting trends for 2024: What comes next?
This new white paper from Donnelley Financial Solutions (DFIN) takes a deep dive into the critical reporting trends public companies must prepare for in 2024. Download it below to: Please complete the form below with the information requested. Once you have filled in the form, you will receive or be taken to the report. We need this information so that we can make the report available to you, and so that we and Donnelley Financial Solutions (DFIN) can keep you updated via email and telephone of our products and services. Neither IR Magazine nor Donnelley Financial Solutions (DFIN) will share…
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TCFD bids adieu at COP28
FSB officially passes responsibility for climate-related financial reporting to ISSB from 2024
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Understanding the TNFD: Former BlackRock director talks business impact – The Ticker 143
Conversation with Jessica McDougall, chair of corporate governance and engagement practice at Longacre Square Partners
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Shell ranks second for ESG efforts despite backtracking on oil-reduction promises
New report analyzes UK, US and European investor relations and corporate websites
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AI tool allows anyone to generate score for sustainability reports
Team of researchers wants to use tech to expose greenwashing
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Why effective ESG starts and ends with your investors
Follow these basic steps to lay the groundwork for a successful ESG journey with investors
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Sustainability reporting: Navigating the iterative process of ESG report drafting
Five steps to strong sustainability reporting for the biggest business impact – Step 3
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Sustainability reporting: Organizing and structuring your report
Five steps to strong sustainability reporting for the biggest business impact – Step 2
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Sustainability reporting: Get the basics in place – Set priorities and develop a strategy
Five steps to strong sustainability reporting for the biggest business impact – Step 1
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Corporate Social Activism
Examining active engagement by companies in social and political issues
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ESG updates for 2023, the role of IR during IPOs and retail investor engagement tips: Ticker 135
In the latest episode of The Ticker podcast, the IR Magazine team gathers to discuss what to expect at the IR Magazine ESG Integration Forum – Europe, which takes place in London on March 2. In a roundtable discussion, IR Magazine reporter Noemi Distefano, senior reporter Tim Human and senior conference producer Laurence Taylor look at the overarching themes for IR Magazine’s first event of the year and the latest ESG regulatory changes that will be top of mind for investors in 2023. They discuss what has changed since the latest COP15 summit in Montreal in December 2022, consider how the importance of biodiversity has changed…
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ESEF reporting evolved: Introduction to block-tagging
With the European Single Electronic Format (ESEF) mandate fully underway and most filers either through their first or second year, the European Securities and Markets Authority’s (ESMA) long-anticipated updated reporting manual was released in the autumn
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What is a compensation committee: Roles, responsibilities and best practices
Compensation committees provide specific duties and committee members bring specific skills to the table. We examine their roles and responsibilities.
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Six commonly asked questions (and answers) about quiet periods
Plenty of variation in how much companies communicate with the market during quiet periods
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The coming wave of climate reporting: Ticker 111
This episode of The Ticker podcast comes to you from the Citadel Securities trading post on the floor of the NYSE. IR Magazine’s Jeff Cossette talks with Richard Mahony, senior director at Gargiulo + Partners, about the state of climate disclosure among US companies and the growing influence of the Task Force on Climate-related Financial Disclosures (TCFD). Listen to the podcast recording below > In this podcast, you’ll hear about: * If the TCFD is on the verge of widespread adoption * What makes the TCFD different from other reporting initiatives * What could happen to companies that don’t disclosure more…
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The confluence of passive investing, ESG and activism: Ticker 109
This episode of The Ticker podcast comes to you from the Citadel Securities trading post on the floor of the NYSE. IR departments need to go into listening mode when they engage with investors over ESG issues, says Alexandra Higgins, managing director at Okapi Partners, the proxy solicitation and investor response firm. Listen to the podcast recording below > In this podcast, you’ll hear about: * Investors are starting to use their votes to get attention focused on environmental, social and governance (ESG) issues * How companies should engage with investors over these topics, and what role IR should play in the process * The different…
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How to make your reporting relevant: Ticker 105
This episode of The Ticker podcast comes to you from the Citadel Securities trading post on the floor of the NYSE. Companies don’t make money the way they once did. Intangible assets like patents, brands and R&D drive value. Yet you wouldn’t know it reading a standard financial report – which hardly anyone does anymore anyway. The average publicly traded firm has its annual report downloaded from Edgar 28.9 times in the five days followings its filing. Earnings, shmernings. On this week’s Ticker podcast, iconoclast accountant Baruch Lev reconstructs the balance sheet – and offers tips on how to systematically…
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Hervé Duteil’s search for meaning: Ticker 103
This episode of The Ticker podcast comes to you from the Citadel Securities trading post on the floor of the NYSE. Six years ago, after almost two decades as a successful derivatives trader, Hervé Duteil asked for a demotion. Now, as chief sustainability officer at BNP Paribas Americas, New York-based Duteil has become one of finance’s most influential disruptors. How did he do it? ‘By reconnecting people with their dreams,’ says Duteil.
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How to not be an activist’s target this proxy season: Ticker 102
This episode of The Ticker podcast comes to you from the Citadel Securities trading post on the floor of the NYSE. Shareholder activism has exploded since the start of the financial crisis a decade ago. New players, technologies, strategies and issues present IROs with a complex playing field and the likelihood of a dynamic 2019 proxy season. While any underperformer is vulnerable, a recent report suggests consumer discretionary, financials and telecommunications companies will find themselves especially in the crosshairs. On this Ticker podcast, host Jeff Cossette speaks with top proxy solicitor Bruce Goldfarb, founder and CEO of Okapi Partners. Goldfarb…
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How to speak long term: From the Citadel Securities post at the NYSE – Ticker 97
This episode of The Ticker podcast comes to you from the Citadel Securities trading post on the floor of the NYSE. More and more of the world’s largest fund managers expect that the delivery of long-term plans will become a mainstream feature of the schedule of corporate communications with shareholders. This week’s Ticker podcast guests talk about the emerging ‘new normal’ and the role of IR in refocusing capital markets communications. Mark Tulay, director of the Strategic Investor Initiative, discusses fresh ways for CEOs to share their long-term business plans for sustainable value creation with institutional investors. Plus, Ipreo’s Brian…
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Best and worst companies for corporate governance revealed
IoD releases study of good governance
