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.
Companies should develop a short SR-IR policy statement outlining:
- The terms on which the company likes to communicate with SRI investors
- its policy on questionnaire completion
- its approach to investor & analyst meetings
- The company’s expectations from SRI research organisations, which may include:
- Having a single point of contact at all organisations to raise any questions or points of concern with
- Receiving, from SRI analysts, a copy of any research published about the company – at point of publication.
Some companies may wish to go further and, modelled on best investor relations practice, publish:
- details of SRI agencies and brokers that ‘cover’ the company;
- details of the company’s inclusion within any SRI indices or funds;
- current SRI ratings bestowed upon the company
