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.

How to construct a ‘Register of SRI interest’

To construct a ‘Register of SRI interest’ companies should proceed through four stages:

  • Understand the SRI market and its needs
    • See Appendix A: SRI market context: Players, products & strategies
    • See Appendix B: SRI issues & angles
  • Identify SRI investor interest levels
  • Issue a Call for SRI interest via SRI-CONNECT
  • Construct the detailed Register

Sources of information

The information required to construct a ‘Register of SRI interest’ can typically be sourced from one of four places:

  • A company’s Investor Relations Department (IR)
  • A company’s CSR/Sustainability team (CSR)
  • SRI-CONNECT
    • Directory – for SRI interest from organisations, individuals, funds & indices
    • Market Buzz – for research published on the company
  • Direct from the SRI agencies, brokers and asset management firms (DIRECT)

To improve the quality of this Register, companies should issue, once a year, a Call for SRI interest through SRI-CONNECT’s Market Buzz function.

Page 9 of 82

  • 4
  • 5
  • 6
  • 7
  • 8
  • 9
  • 10
  • 11
  • 12
  • 13

Supporters

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

[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