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.
Double the impact of SRI / ESG contact and halve the time that it takes ... through strategy, targeting, message development and interactive communications.
The table below summarises the tools that are available for free on www.sri-connect.com and our partner site www.sustainable-ir.com and to help companies communicate efficiently and effectively with SRI investors.
| What to do | Free support on SRI-Connect | Paid-for service | |
| 1. Understand SRI | Familiarise yourself with key concepts and the structure of the industry | Read SRI Primer and Ecology of SRI to | |
| 2. Identify Interest | Use Buzz - my interests for recent research published on the company | ||
| 3. Create Register | Standard search of the Directory | Register of SRI Interest (£1,000 + VAT) | |
| 4. Record Activity | Maintain a basic record of recent contact with SRI contacts, including points to follow-up action. | ||
| 5. Develop Plan | A plan for the year to run alongside your regular IR plan. It should detail your policy on SRI communication, objectives and plans for SRI engagement, resources allocated and team allocated and an activity schedule. | Publish in organisational Profile | |
| 6. Shape Message | Between your strategic planning, investor relations and CSR/sustainability department, identify the internal and external fundamental factors, current drivers and sustainability factors to help define and position your sustainability message. | Sustainability message positioning (£4,000 + VAT) | |
| 7. Publish Report | To maximise the reach and impact of your report, issue a sustainability or CSR statement and distribute effectively. | Distribute via Market Buzz | |
| 8. Undertake Roadshow | Plan and carry out direct communications with investors, sell-side analysts and SRI agency analysts. Brief your broker to make the process as efficient as possible. See here for tips on how to shape your presentations too. | Sustainability Results Webinar (£1,500 + VAT) Broker Briefing (£500 + VAT) Sell-side Roadshow (£1,000 + VAT + videoconf costs) SRI Agency Analyst Roadshow (£1,000 + VAT + videoconf costs) |
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| 9. Respond | Make the process of responding to ad hoc enquiries as efficient as possible by publishing SRI contact points and a calendar of key SRI dates and knowing which investors, questionnaires and agencies to prioritise. | Send and receive Messages & publish q'aire response to the whole SRI community | |
| 10. Rest |
