Companies will typically be expected to engage in three investor-related activities:
- Reports
- Questionnaires
- Ad hoc information requests and company-specific engagements
- Direct meetings (roadshows)
Based on our investor expectations scoring system, we recommend that companies with:
- 8+ points are highly-proactive in their engagement with investors
- 6 - 7 points are proactive in their engagement
- 3 – 5 points are reactive
In practical terms, these levels of investor expectations should translate into the following levels of SRI engagement by companies:
|
Category
|
Activity
|
Uber-proactive
|
Pro-active
|
Reactive
|
|
Report
|
Sustainability results statement
|
Annually
|
Annually
|
|
|
Report
|
Sustainability reports
|
Annnually
|
Annually
|
|
|
Roadshow
|
Senior management pres'n
|
Annually
|
|
|
|
Roadshow
|
CSO / IR face-to-face pres'n
|
|
Annually
|
On request
|
|
Roadshow
|
Teleconference / webcast pres'n
|
Annually
|
Annually
|
On request
|
|
Roadshow
|
Roadshow to domestic investors
|
Annually
|
Annually
|
On request
|
|
Roadshow
|
Roadshow to non-domestic markets
|
Annually (alternating between different markets)
|
Bi-annually (alternating between different markets)
|
|
|
Roadshow
|
SRI conference
|
1 annually
|
|
|
|
Q'aires, info & engagement
|
Questionnaire completion
|
|
|
