A full ‘Register of SRI interest’ will have two parts:
Investors and analysts (contacts)
The first section of a company’s ‘Register of SRI interest’ should contain:
- Profiles of the SRI interest of the company’s:
- Top 20 investors
- Target investors
- Details of buy-side SRI analysts and portfolio managers:
- with an expressed interest in the company
- with an expressed interest in the sector
- Details of sell-side SRI analysts
- with an expressed interest in the company
- with an expressed interest in the sector
- Details of SRI agency analysts
- with an expressed interest in the company
- with an expressed interest in the sector
(Most of this information can be derived from the company’s IR department and the SRI-CONNECT Directory – using advanced and ‘stock-interest’ searches.)
Research & ratings
The ‘Research & ratings’ section should contain:
- Details of any sustainability research written on the company over the past six months by:
- sell-side analysts
- SRI agencies
- Information on whether an investment recommendation or rating was issued within this research
- Details of ratings from all of the major agencies
