To communicate sustainability efficiently to investors, companies will typically follow this 10 step process to Take Control of SRI Communications.
The table below details how SRI-CONNECT helps CSR & IR managers at companies do this.
Contact
| Communications step | SRI-C registration enables you to… | Subscription (£375+VAT) adds ... |
Off-the-shelf product |
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Understand the basics of the SRI industry, including market size, growth trends, investor motivations, strategies, key players etc. |
See the SRI Primer and the Ecology of SRI to familiarise yourself with key concepts and the structure of the industry. | SR-IR Breakfast Club (Free (by invitation) |
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2. Identify SRI investor interest Gauge the level of likely SRI investor interest in your stock |
Use this simple scoring system to evaluate likely SRI investor interest View short profiles (of organisations) in SRI-C’s Directory for a rough indicator of the SRI activities of relevant asset managers (e.g. your largest holders) and research providers. |
View full profiles (of asset managers and research providers) in SRI-C’s Directory to understand the exact nature of the SRI interest of asset managers and research providers |
Issue and Interest Review (short) (£750 + VAT) Issue and Interest Review (full) £4,000 + VAT) |
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3. Create a ‘Register of interest’ Construct a spreadsheet of all relevant SRI contacts: buy-side, sell-side, and SRI agency analysts. This should include existing and prospective contacts |
See How to construct a Register of SRI interest and Contents of a Register of SRI interest. | Construct your own Register of SRI Interest using Advanced Search of the Directory to identify the analysts at significant asset managers and research providers that cover your company. | Register of SRI Interest (£1,950 + VAT) |
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Maintain a basic record of recent contact with SRI contacts, including points to follow-up action. |
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Include a section within your investor communications plan that details your objectives and plans for SRI engagement, resources allocated and activity schedule. |
See Step 5: Plan for guidance on how to set SRI engagement objectives, how to allocate resources, create an activity schedule. | Sustainable investment strategy facilitation (£2,450 + VAT) SRI communications strategy (£1,300 + VAT) |
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Articulate a messages about your sustainability exposures and performance that will resonate with investors’ priorities and interests |
Search Market Buzz to find research published on your sector Review guidance on how to shape the key messages |
Advanced search of Market Buzz to find research published about your company | Sustainability message positioning (£4,000 + VAT) |
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7. Publish a Sustainability / CSR Results Statement and Report Maximise the reach and impact of your CSR/sustainability report by distributing it effectively. |
Use SRI-C’s Market Buzz to distribute a link to your report to investors and analysts interested in your company and sector | ||
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Plan and carry out direct communications with investors, sell-side analysts and SRI agency analysts. |
Identify which brokers have SRI corporate access capabilities Read SRI-C profiles of investors before your meetings with them. Manage attendance and maximise participation and by using SRI-C’s Events Function |
Use Advanced Directory Search to identify investors and analysts following your sector & stock. |
Sustainability results webinar (£1,500 + VAT) Broker briefing (£975 + VAT) Sell-side roadshow (£1,000 + VAT + videoconf costs) SRI agency analyst roadshow (£1,000 + VAT + videoconf costs) |
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9. Respond to selected requests & questionnaires First, minimize the need for tailored responses by applying Steps 1-8 above.Then prioritise aggressively which firms and questions you will respond to. |
See Step 9: Respond for advice on prioritizing and responding to questionnaires. Also read: Which SRI ratings agencies matter |
View full SRI profiles (of organisations and individuals within SRI-C) to assist with prioritization. | |
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10. Rest & review Take a break from SRI communications and concentrate on making your core business more sustainable. |
Monitor the research and discussions that relate to your sector via SRI-C’s weekly Research Highlights email (filtered to match your company, sector and issue interests) | Impact evaluation (£4,500 + VAT) |
Packages
Some services are grouped together in packages. These include:
- Subscription (£375+VAT) and
- Retainer (£5,000+VAT)
- Sustainable Investor Access (Free to eligible companies; cheap to others)
Also, we can also work on short bespoke projects on a consultancy basis or recommend others if longer contract work is needed).
