Objective
To develop a key SRI contacts register for the company
Activity
This project would include developing a ‘Register of SRI interest’ including key contacts at buy-side asset managers, sell-side brokers and SRI agencies.
It would use as sources:
- Sector & stock interest as indicated on SRI-CONNECT
- Information held by the company on its current ratings, index inclusions, sell-side views, buy-side evaluations etc
Costs and benefits
- Est. cost = 0.5 days = £500
- Est. time saving for the company = No direct saving but much greater confidence in the market and its needs should enable much more efficient communication in future
- Est. quality / reach improvement = As above, no direct improvement, but enables better prioritisation in the year ahead
‘10 steps’ link
Corresponds to Step 3 (Create an SRI register) in the 10 steps process for Taking Control of SRI Communications