Over the course of a single morning, the SRI communications audit:

  • Reviews your company’s current sustainability communications with investors
  • Reports on current levels of interest by SRI investors and analyst firms in your company
  • Recommends ways for you to improve the efficiency and effectiveness of your communications with SRI investors

Cost

An SRI communications audit costs £1,000 comprising:

  • Half-day preparation - to identify investor and analyst interest, evaluate ratings and scope appetite for further engagement
  • Half-day analysis & presentation

 

Sustainable Investor developed for SRI-CONNECT, the ten steps process that enables companies to Take control of SRI communications. The process enables companies to double the effectiveness of their sustainability communications with investors while halving the time that these take.

This full process is set out in:

 

 

Sustainable investor services

Sustainable investor offers the following services in relation to this process:

For preference, we will work alongside or through any sustainability or communications consultant that a company is already using.

If the company produces its own sustainability or annual report, we will work directly for the company.

We do not envisage our advice taking > 2 days.

The ten steps

The ten steps process helps companies to:

  • Step 1. Understand SRI
  • Step 2. Identify SRI investor interest levels
  • Step 3. Create a ‘Register of SRI interest’
  • Step 4. Record recent activity
  • Step 5. Develop an SR-IR Plan
  • Step 6. Shape the key messages
  • Step 7. Publish a Sustainability Results Statement & a Sustainability / CSR Report
  • Step 8. Undertake an SRI Roadshow
  • Step 9. Respond to selected requests and questionnaires
  • Step 10. Rest

Read more

The full guide can be read here by registered users of SRI-CONNECT.

Subscribed members of the site can also download a .pdf copy of the spreadsheet from here

(* We charge for any travel outside London)

In a very short space of time, this programme:

  • Reviews your company’s current sustainability communications with investors
  • Surveys current levels of SRI investor interest in the company
  • Scopes which aspects of your company’s sustainability performance are of current interest to investors
  • Establishes a structured framework for SRI communications over a two year period

Template programme with costs

Time from Sustainable Investor

Time from company

Activity

1 hr

1 hr

Meeting: Intro to SRI communications & what I need from you


1 hr

Information gathering

1 hr

1 hr

SRI-CONNECT profile review

4 hrs

 


Investor / analyst polling – to identify investor interest and issue priorities

3 hrs

 


Strategy write up

1 hr

1 hr

Strategy presentation and questions

2 hrs

On-running support and advice by telephone and email – over a year

TOTAL: 12 hrs

4 hrs

TOTAL COST = 12 hrs @ £125 per hour = £1,500



Not included but also recommended: SRI subscription @ £375 + VAT

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