Most investor relations departments maintain an ‘Investor Register’. This typically details which institutions and funds hold their shares. IR teams will also know:
- which sell-side analysts cover their stock
- with whom they have communicated recently.
The register will typically be kept up-to-date on a rolling basis and refreshed formally once a year.
Few (if any) companies maintain a similar record of their SRI exposure and activity. As a result, companies’ communications with investors on sustainability issues tends to be much less efficient.
What is a ‘Register of SRI interest’?
A ‘Register of SRI interest’ is, as its name suggests, a record of all SRI engagement by an individual company. Ideally, it should be divided into three parts:
- Investors and analysts (contacts)
- Research & ratings
- Funds & indices
On the following pages we describe:
Simple model
A simple model for creating a Register of SRI interest is set out in the [10 Steps spreadsheet] which can be downloaded by subscribed members of SRI-CONNECT.
