As the SRI investor base expands and diversifies, companies face an ever more complex challenge in communicating efficiently and effectively to these investors.
Objectives
Sustainable Investor sets the following objectives for its work with quoted companies:
- Short-term: to improve the company’s understanding of SRI investors; to improve the efficiency & reach of its communications with these investors
- Medium-term: to improve the depth, breadth and quality of the company’s dialogue with investors on sustainability issues. Less box-ticking; more strategic; deeper investor engagement
- Long-term: to improve the company’s standing with SRI investors and mainstream investors interested in sustainability issues thereby reducing the cost of capital
Sustainable Investor offers…
Sustainable Investor's services for companies are based on the 10 steps strategy for SRI Communications developed for SRI-CONNECT. (Presentation | Report | YouTube clip). These steps help companies improve the efficiency and effectiveness of their communications with SRI analysts and investors:
- Strategy: SR-IR strategy development (Link to Sustainable Investor services here)
- Step 1: Understand SRI (Free guide on SRI-CONNECT here)
- Step 2: Identify SRI interest levels (Free guide on SRI-CONNECT here)
- Step 3: Create a Register of SRI interest
- Basic register (Link to Sustainable Investor services here)
- Detailed register (Link to Sustainable Investor services here)
- Step 4: Record recent activity (Free guide on SRI-CONNECT here)
- Step 5. Develop an SR-IR Plan (Link to Sustainable Investor services)
- Step 6. Shape the key messages (Link to Sustainable Investor services)
- Step 7. Publish a Sustainability Results Statement & a Sustainability / CSR Report (Free guide on SRI-CONNECT here)
- Step 8. Undertake an SRI Roadshow
- Broker selection & briefings (Link to Sustainable Investor services)
- SRI agency teleconferences (Link to Sustainable Investor services)
- Sell-side meetings (Link to Sustainable Investor services)
- Step 9. Respond to selected requests and questionnaires (Free guide on SRI-CONNECT here)
- Step 10. Rest
We also do bespoke work to help companies to develop SRI communications strategies, to hone investor messages, to integrate investor feedback into their strategic planning on sustainability or to deliver on any other aspect of their SRI investor communications.