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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.

Key SRI dates - sector roadshow periods

Both analysts and companies would benefit if SRI roadshows from companies in the same sector were clustered within the same month:
  • Analysts would benefit from the ease of comparability;
  • Companies would benefit from a raised level of understanding amongst analysts.
To open the debate on whether / how companies can co-ordinate SRI roadshow dates with their sector peers, we set out a draft schedule below.
 
We look forward to debate within SRI-CONNECT’s discussion group Take control of SRI communications on the advantages and disadvantages of this scheme and the dates that it proposes.
 
Month
Industry Group
Jan
CLOSED 
Feb
CLOSED 
March
Consumer Discretionary
Energy 
April
Consumer Staples 
May
Financials 
June
Materials 
July
Pharma & Healthcare 
August
CLOSED 
September
Media, Information Technology, Telecoms 
October
Industrials 
November
CLOSED 
December
CLOSED 

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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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