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Take control of SRI/ESG investor communications
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Step 8: Roadshow
In this section, we outline for companies:
What an SRI roadshow is
The history of SRI roadshows
The advantages of roadshows
How to shape presentations for SRI analysts
How to organise SRI roadshows
When to schedule SRI roadshows
A sample roadshow timetable
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[AMCK] For companies
For companies
Take control of SRI/ESG investor communications
Introduction
Why communicate pro-actively?
HOW: THE 10 STEPS
Step 1: Understand SRI
Step 2: Identify SRI investor interest
Step 3: Create a Register of SRI interest
Contents of a ‘Register'
How to construct a ‘Register'
Step 4: Record recent activity
Step 5: Plan
SR-IR: Activity schedule
SR-IR: Levels of SRI engagement
SR-IR: Objectives
SR-IR: Policy
SR-IR: Publish the plan
FAQ: How frequently should companies communicate?
SR-IR: Resource allocation
SR-IR: Team deployed
Step 6: Shape your message
Step 7: Report
Report: Sustainability / CSR reports
Report: Distribution
Step 8: Roadshow
What is an SRI roadshow?
History of SRI roadshows
How to organise SRI roadshows
Advantages of direct meetings & SRI roadshows
How to shape presentations for SRI investors
When to schedule an SRI roadshow
Sample roadshow timetable
Step 9: Respond
Publish contact points for SRI
Prioritising between different investor types
FAQ: Which SRI agencies are important?
FAQ: Which questionnaires should companies answer?
Four simple tips
Step 10: Rest
Conclusions
Appendix A: SRI players, products & strategies
A1: SRI Players
A2: SRI Products
FAQ: Can a company discover which SRI funds it is in?
A3: SRI strategies
FAQ: What does the SRI strategy of ‘engagement’ involve?
FAQ: How should companies respond to ‘engagement’?
Appendix B: SRI issues & angles
Objectives of SRI investors
Fundamental SRI issues
Sector-specific issues
Trends in SRI issues
Appendix C: How to engage 'mainstream' investor interest
Integrated analysis - a description
Sustainable investable themes
Sustainability & business strategy
Routes to the ‘mainstream’
Appendix D: AGM resolutions and voting
Appendix E: Archive
When to communicate
How to execute SRI comms
Target audience
Sustainability reporting timetable
Support available
sustainable-ir.com
