SRI-CONNECT SRI-CONNECT
  • HomeHome
  • Investment research
    • Market Buzz
    • Morning Meetings
  • Industry dynamics
    • SRI/ESG Primer
    • Ecology of SRI
    • Trends & opinion
  • For companies
    • Take control of SRI/ESG investor communications
    • Support available
    • Sustainable-IR
  • Careers, skills & jobs
    • Careers
    • Skills
    • Jobs
  • People & networks
    • Rolling Stone Round-up
  • Industry profile
    • How to build industry profile
    • Profile achieved (industry-wide)
    • Request an Industry Profile Report
    • Request a Coverage Report
  • About you; About us
    • About you & your needs
    • About us & our network
    • Our programmes
    • Contact us

Sign in to SRI-Connect

  • Forgot Login?
  • Sign up
  • Market Buzz
    • About Market Buzz
    • Go to Market Buzz
  • Directory
    • About Directory
    • Go to the Directory
  • Discussion groups
    • Go to Discussion groups
    • About Discussion Groups
  • Events
    • About Events
    • Go to Events
  • Messages
    • About Messages
    • Go to Messages
  • Connections
    • About Connections
    • Go to Connections
  • Research marketplace
    • About Research Marketplace
    • Go to Research Marketplace
    • About Profiles
  • Register now

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.

Step 1: Understand SRI

As a first step, companies should understand the basics of the SRI/ESG industry and value chain.

They should learn about the market size and growth trends, fundamental motivations, strategies deployed, key players etc.

To assist with this, we have produced two SRI backgrounders:

  • SRI Primer – an overview of the SRI industry structure, its communications processes, participants and terminologies
  • Ecology of SRI - a map of all of the participants within the SRI industry and their respective roles

Page 6 of 82

  • 1
  • 2
  • 3
  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10

Supporters

SRI-C's supporters enable our mission to deliver high-quality sustainable investment research & efficient company-investor communications. Become a supporter today.
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

Partners & projects

SITA
  • Conditions of use
  • Personal information & privacy
  • User agreement
  • Investment compliance policy

© 2022 SRI-Connect Ltd