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Shareholder relations useful links

Practical guidance and other information on shareholder relations from external websites

Guidance

Navigating the stakeholder agenda: tackling the reporting challenge

PricewaterhouseCoopers June 2018

Guidance designed to help companies and their boards show they have due regard for the stakeholders under section 172 of the Companies Act. Looks at what companies are currently doing and gives framework to help companies stakeholder engagement and how this should be reflected in the annual report.

Enhancing stewardship dialogue

ICSA - the Governance Institute March 2013

Guidance commissioned by the 2020 Investor Stewardship Working Party and published by ICSA the Governance Institute, intended to foster good engagement practices covering meetings, dialogue outside of the results season and improving the feedback process.

Investor relations: a practical guide

London Stock Exchange February 2010

Guidance from the London Stock Exchange on best practice in investor relations, examining the key principles companies should consider when developing their investor relations strategy. Registration required for download.

Surveys

Global trends in investor relations

BNY Mellon November 2017

Annual survey from global investment firm BNY Mellon, highlighting trends in investor relations (registration required for download)

Organisations

IR Society

IR Society

Professional body for Investor Relations professionals which aims to promote best practice in investor relations. Free access (with registration) to 'white papers' . Access to knowledge bank of best practice helpsheets is for members only.

Centre for Audit Committee and Investor Dialogue

Mazars

Run by Mazars in association with five institutional investor groups, the Centre for Audit Committee and Investor Dialogue aims to promote dialogue between audit committees and their shareholders. A regular debrief of their meetings is freely available.

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