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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 / CSR reports

Over the last twenty years, most large companies have adopted the practice of producing regular reports on their social, environmental and economic performance – to sit alongside their annual financial reports.  These have successfully focused company attention on these issues, have driven performance and, of course, have improved transparency to the outside world.

Unlike annual reports (which are explicitly directed to the investor), sustainability or CSR reports are written with a wide range of stakeholders in mind.

That said, the practice of integrating CSR information into annual reports is increasingly common, and a whole host of ESG reporting regulations have emerged to drive the sustainability reporting agenda.

It is, therefore, worth considering how useful they are for the SRI investor audience specifically:

  • FAQ: What information do SRI analysts require in CSR reports?
  • FAQ: What report formats do investors prefer?
  • FAQ: Do investors require reports to be verified?
  • FAQ: Do SRI investors read CSR reports?

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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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