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Take control of SRI/ESG investor communications

A ten-step guide to effective (mainstream-IR-aligned) investor communications on sustainability.

Following this should enable companies to halve the amount of time they spend on SRI/ESG communications and double their reach and effectiveness.

Introduction to 'Take Control...'

Introduction

To maximise the efficiency & effectiveness of their communications with SRI investors and analysts on sustainability issues, companies need three (or four) things:

  • The will to do it
  • A plan
  • Practical tools
  • (Possibly) external support

The will to do it

Our opening article sets out nine reasons why companies should communicate pro-actively with SRI investors, including SRI market size & growth, relevance to corporate strategy, mainstream interest etc.

A plan – the ‘10 Steps’

The 10 Steps plan outlined in this document should enable companies to:

  • halve the amount of time they spend on SRI and,
  • double their reach and effectiveness.

We offer this for free to:

  • companies to use directly and,
  • consultancies to use with their corporate clients.

Practical tools

SRI-CONNECT has online tools to support most aspects of this process.

  • Some of these are supplied ‘free-to-air’
  • Most are available within the registered user area (registration is free but only open to those with a professional exposure to SRI (CSR Heads / IR managers etc.)
  • Some (including a step-by-step spreadsheet for the ‘10 Steps’) are available to subscribed members only (Subscription costs company users and consultants £375 + VAT)

External support

Some companies will manage all of their own SRI communications in-house; others will involve external specialists.  For the latter group, we provide:

  • A list of CSR consultants with SRI advisory capabilities
  • A list of 'sell-side brokers' that organise roadshows for companies to meet ‘buy-side’ analysts and portfolio managers
  • A list of specialist SRI consultants that organise meetings with 'sell-side' and SRI agency analysts

This paper should be read in conjunction with:

  • our SRI Primer report which contains a comprehensive overview of the SRI industry
  • our Ecology of SRI report which lists all significant players.

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SITA

[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

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