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.
Most investor relations departments maintain an ‘Investor Register’. This typically details which institutions and funds hold their shares. IR teams will also know:
- which sell-side analysts cover their stock
- with whom they have communicated recently.
The register will typically be kept up-to-date on a rolling basis and refreshed formally once a year.
Few (if any) companies maintain a similar record of their SRI exposure and activity. As a result, companies’ communications with investors on sustainability issues tends to be much less efficient.
What is a ‘Register of SRI interest’?
A ‘Register of SRI interest’ is, as its name suggests, a record of all SRI engagement by an individual company. Ideally, it should be divided into three parts:
- Investors and analysts (contacts)
- Research & ratings
- Funds & indices
On the following pages we describe:
Simple model
A simple model for creating a Register of SRI interest is set out in the [10 Steps spreadsheet] which can be downloaded by subscribed members of SRI-CONNECT.
