To map, in detail, current levels of SRI investor interest in the company and the company's current standing with the SRI community


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
  • Direct contact with SRI agencies, sell-side analysts & buy-side analysts & PMs

Costs and benefits

  • Est. cost = 1.5 days = £1,500
  • 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