A “Golden start” to the year for RD:IR

We are pleased to announce that RD:IR has renewed its Gold Sponsorship of the UK IR Society for its 6th year in a row.

The UK IR Society strives to promote best practice in investor relations and we are thrilled to continue our support of what forms the foundation of investor relations in the UK.

Far from simply giving financial backing to the Society, RD:IR supports the Society through offering assistance across a wide range of Society activities including committee and event participation.

Richard Davies said,

“RD:IR is delighted to act as Gold Sponsor of the Society for another year. We continue to believe in the work of the Society as the focus of the UK IR industry and as a prime player in the IR profession internationally.”

This renewal comes at a time when RD:IR is looking outwards to expand its international footing.

In other exciting news, RD:IR has teamed up with the PLC Awards for 2015, sponsoring the Turnaround of the Year Award. This award looks for companies which havecompleted the most innovative turnaround of the year’ in a way which will save or improve the business with the prospect of creating or enhancing substantial shareholder value for the future.

The PLC Awards will take place in March and look set to be an evening to remember. The Awards are said to be ‘the City event of the year’ and will be attended by around 1,600 guests. Please keep checking our site to find out who will be the winners of next Month’s Awards.

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Written by Hayley McCrystal

IR InTouch Investor Relations Platform

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RD:IR developed its proprietary online investor relations platform, IR InTouch, in 2007, working in conjunction with clients and IR professionals to meet their exacting demands. As the years have passed and with every new development, IR InTouch has become a powerful investor relations tool which PLC’s such as Aberdeen Asset Management, Britvic and Debenhams have come to rely on for managing their IR activity.

IR InTouch combines rigorous shareholder analysis, powerful targeting, in-depth profiling and tailored investor relations contact management. It provides our clients with the data, functionality and reporting to manage investor relations communications with equity, debt, governance and SRI investor audiences.

IR InTouch has a number of separate modules, which enable clients to use the platform in a way that suits their individual requirements. Our shareholder analysis reporting tool can be employed as a stand alone service and users of this feature have access to the following data and reports, to allow them to understand their investors more accurately:

  • Shareholder analysis
  • Shareholder ownership interrogation via s793 (or equivalent) activity
  • Activist shareholder analysis
  • SRI investor analysis
  • Uploading of debt ownership data
  • Section 808 register management
  • Weighting analysis
  • Geographical analysis
  • Stocklending analysis
  • Peer/sector ownership analysis
  • Group analysis
  • Weekly or daily monitoring of share register movements
  • Written commentary on changes in ownership
  • Bespoke Reporting

Clients enjoy the SRA data service provided by RD:IR, as some of the following comments testament:

“We believe RD:IR provide some of the best share register analysis in the industry which gives us confidence when using the data at board level and also for investor targeting.” Shelley Fishwick, Aberdeen Asset Management plc

“We have recently switched to using RD:IRs combined SRA and CRM services. Their analysis of our shareholder base has been extremely thorough which gives us great confidence when reporting to our Board.The multitude of reporting options available via their CRM, which includes peer holders, weighting and geographical analysis, enables us to target more effectively and efficiently.” Stephen Nightingale, Britvic plc

Whilst some companies choose to just use the Analysis module of IR InTouch, others prefer to use the platform to its full capacity. The Contact Relationship Management (CRM) aspect of the system ensures ease of communication with current and potential investors.

IR InTouch has the following useful CRM features:

  • Extensive investor contact data
  • Investor meeting planning
  • Roadshow planning
  • Investor briefing notes for equity, debt & governance meetings
  • Maintenance of investor meeting notes
  • Ability to manage & report multiple investor audiences
  • Dedicated areas for equity, debt, governance & SRI investor contacts
  • Reporting on investor meetings
  • Email distribution
  • Targeting of new investors
  • Seamless linkage to SRA data
  • Email bounce-back monitoring

The platform can be viewed across all major browsers and devices, allowing clients to make full use of it whilst on the road. It also offers an offline data entry mode for tablet devices, ensuring meeting notes and records can be saved if there is no WiFi or cellular access readily available.

We find the IR InTouch platform an invaluable CRM tool especially with regards to recording all our meetings and notes. The system produces insightful roadshow packs which incorporate all share register and peer analysis information, which are useful for our busy meeting schedules. We have also started using the offline meeting function, allowing the recording of notes in an efficient and user friendly manner even on the move. Additionally, with a focused investor base on the CRM platform, we know we can reach thousands of relevant investors, globally, at a touch of a button.” Lisa Williams, (formally of) Debenhams plc

As a firm that takes our clients needs and requirements very seriously, we have strived to create an IR instrument of real value which is functional, intuitive and constantly evolving.

For more information regarding IR InTouch and/or a demo please contact Sarah Blackshaw on sarah.blackshaw@rdir.com or +44 20 7492 0533

Introducing Governance and Responsible Investment at RD:IR

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SRI, ESG, Sustainable investment, and Ethical investment, are a selection of the most common terms used to indicate an investment based upon sustainability, social, environmental and ethical concerns. Deciphering the nuances between these terms is not easy, not least because they often appear interchangeably, with their depth of application varying from firm to firm, and fund to fund.

Strong Corporate Governance is of interest to any investor as it provides the best indication that a company is able to implement its business strategy and succeed within its chosen industry. Reflected in the term ESG (Environment, Social and Governance), company management is also becoming increasingly accountable for its governance of matters which concern more than simply profit, and investors are keen to understand what companies are doing in this respect.

RD:IR’s ‘Governance and Responsible Investment’ features highlight and distinguish between these investment strategies alongside consideration of corporate governance, as we develop our capacity to support companies with identifying, understanding and communicating with investors that invest with Governance and Responsible Investment issues in mind.

 

Recognising Responsible Investment

The inclusion of environmental, social and governance ESG factors, both into specialist and mainstream investments, evidences a growing concern for climate change, social inequality, human rights, and management of access to water and other natural resources. It also tells us that not only are investors fully aware that the actions of global businesses have a considerable impact on such matters, but also that as owners and stakeholders of companies, investors can wield a certain level of power to encourage good business practice. As well as supporting sustainable development goals, motivations for responsible investment strategies include risk management, the inclusion of clients’ demands to incorporate religious, moral, ethical or lifestyle standards into their investments. Undeniably also, for certain investment firms it simply reflects the acknowledgement of a growing market for responsible investment capabilities.

 

How RD:IR can help

Responsible Investment can mean different things to different people. It is our aim to assist companies with their understanding of what Responsible Investment (or SRI or ESG) means to their investors, what themes in particular investors seeks disclosure on, and how the information is incorporated into the investment process.

Over the past year we have developed and released new features on our proprietary, online investor relations service, IR InTouch, that enable companies to search Governance (G) and Responsible Investment (RI) contacts and meetings, detailed Governance and Responsible Investment profiles, shortform G&RI profiles, and one-page summaries including historical meeting data and Proxy Advisory Agency influence. Regarding our most integral service, the shareholder analysis, a G&RI flagging system is currently under development…watch this space!

 

This post has been written by Alice Essam. Alice is an IR Researcher at RD:IR with responsibility for Governance and Responsible Investment. 

To understand further, how RD:IR may be able to help with your Responsible Investment strategy, please contact Alice on +44 20 7492 0549 / alice.essam@rdir.com or Isabel Richardson on +44  20 7492 0513 / isabel.richardson@rdir.com

Wear it. Beat it.

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The RD:IR office was awash with red today as staff participated in the British Heart Foundation’s initiative ‘Wear it. Beat it’,  a fundraising enterprise encouraging the nation to wear red and donate £3 to help fund life-saving research.

For over 50 years the British Heart Foundation has pioneered research that’s transformed the lives of people living with heart and circulatory conditions.Their work has been central to the discoveries of vital treatments that are changing the fight against heart disease.

For more information on the British Heart Foundation, please visit their website here.

Wear it beat it