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.
Companies can use any of three guides to decide how much time to spend with SRI analysts and investors:
The ‘Half Today’ guide
Under this guide, companies should measure how much time they currently spend on SRI, including time for:
- Questionnaires
- Responses to ad hoc information requests
- Direct investor meetings (roadshows)
…and then aim to reduce it by 50% through:
- …improved planning
- …use of technology (SRI-CONNECT, web-conferencing etc.)
The ‘Match the FD’ guide
Under this guide, companies benchmark their SRI activity against their 'mainstream' investor activity such that:
- The Head of CSR / Sustainability spends as much time on SRI as the FD spends on 'mainstream' investors
- The IR manager (with responsibility for SRI) spends as much time on SRI as the CEO spends on 'mainstream' investors
The ‘Investor Demand’ guide
Under this guide, companies simply aim to respond to the level of investor demand identified below under Levels of company SRI engagement
Benchmark against peers
Companies interested in comparing their SRI activity levels against the activity of their peers can join the discussion in the SRI-CONNECT group Take Control of SRI Communications
