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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.

Report: Sustainability Results Statement

A Sustainability Results Statement (SRS) is a short (one or two side) document issued by a company at the same time as its financial results.  It contains those elements of a company’s sustainability performance that are most relevant to investors.

The ‘SRS’ is modelled on a company’s results news release or quarterly sales update.  It is unaudited and unformatted; it contains no pictures and no case studies.

Content

An SRS should be focussed on three or four of the company’s most significant sustainability performance areas; it should be timely and it should be directed purely towards an investor audience.

Format

Indeed, much of the information within it may be drawn from a company’s full financial results statement – or could be information that was discarded, on grounds of brevity, in the later stages of putting together the full results statement.

Distribution

The ‘SRS’ should be distributed via all capital markets distribution channels and via SRI-CONNECT’s Market Buzz to reach the SRI investor audience.

The key elements of the SRS should feature in the company’s results presentation to analysts and in any supporting webcast – if this is produced.

A thought

The issues covered by the SRS are likely to be the same that are picked up by ‘integrated reporting’.  Accordingly, the process of producing an SRS might prove useful preparation for companies that plan to move towards integrated reporting.

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[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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