Companies should develop a short SR-IR policy statement outlining:
  • The terms on which the company likes to communicate with SRI investors
    • its policy on questionnaire completion
    • its approach to investor & analyst meetings
  • The company’s expectations from SRI research organisations, which may include:
    • Having a single point of contact at all organisations to raise any questions or points of concern with
    • Receiving, from SRI analysts, a copy of any research published about the company – at point of publication.

Some companies may wish to go further and, modelled on best investor relations practice, publish:

  • details of SRI agencies and brokers that ‘cover’ the company;
  • details of the company’s inclusion within any SRI indices or funds;
  • current SRI ratings bestowed upon the company
If published, details of non-investor indices, rankings and awards should be published separately.