On the following sites you will find a comprehensive library of studies and surveys on all aspects of the subject of Investor Relations. The publications listed below are free available - kindly supported by our GIRN members.
JIRA Survey Japan´s AGM 2009 (09/07/2009, Japan)
A survey by the Japan Investor Relations Association (JIRA) shows that the average length of annual general meetings (AGMs) at Japanese companies this year was 82 minutes, and that at about half the gatherings, more than 30 minutes were used for Q&As. At about 40% of the meetings, more than 10 questions were asked.
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DIRK Research Series: Communication success factors in Investor Relations (06/2009, Germany)
In times of the financial crisis, the duty for investor relations to deal with the financialcommunity on a regular basis keeps indispensable or gets even more important. Personalcontact with management and investor relations professionals remains vital to investors andanalysts. Hence, it is essential to know how to monitor and improve the contacts andrelationships with this target group of investor relations. In addition, companies must makesure they serve the needs of the audience.
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DIRK Research Series: Changes in Corporate Governance and Corporate Valuation (02/2009, Germany)
Germany as a federal republic has different forms of government, and similar to this, you finda lot of different forms of corporate government. The public debate about corporategovernance and shareholder activism was boosted by the labeling of private-equity-investorsas „locusts“ causing extensive damage and thus requiring more regulatory efforts. In thiscontext the academic discussion faces two facts: On the one hand, it is necessary to considerlarge and active shareholders, but on the other hand it is more important to know anddetermine who they are.
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NIRI and BNY Mellon Release Results of International Trends Study (02/02/2009, USA)
Recent survey captures the current state of global IR practices. NIRI and the Bank of New York Mellon recently collaborated on a comprehensive global survey of investor relations practices to provide companies with: 1) insights on global IR best practices, and 2) tools for benchmarking their resources and efforts against their global peers. The survey provides, among other things, insight into respondents’ IR practices in response to the current market volatility and strategies to meet the challenges and opportunities in the year ahead.
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DIRK White Paper: "Stress in the City" (January 2009, Germany)
Changes in the daily life of fund managers and financial analysts and recommendations for how executive board members and IR managers can get prepared.
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SEC Votes to Adopt XBRL (18/12/2008, USA)
Yesterday the Securities and Exchange Commission (SEC) adopted the proposal requiring companies' financial statement information to be filed with the SEC in an interactive data format known as eXtensible Business Reporting Language, or XBRL, according to a specified phase-in schedule. The new rules require companies filing with the SEC to provide a new exhibit with their financial statements, including the footnotes and schedules to the financial statements, in interactive data format.
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NIRI Stock Surveillance/Market Intelligence Service Guide (10/12/2008, USA)
Detailed, accurate and timely knowledge of who owns a company’s stock is elusive. Stock surveillance or market intelligence service providers can provide deeper insight into stock movements.
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NIRI’s Biennial Annual Report Survey Shows Increasingly Independent Approaches to Shareholder Communications (28/10/2008, USA)
Cost considerations, Notice and Access converge to reduce print runs significantly Key Findings: The average print budget for respondents’ last completed annual report (AR) was approximately $156,000, bolstered by a small number of seven-figure budgets. The median amount spent was $97,500.
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Top 10 Mistakes CEOs and CFOs make (October 2008, USA)
CEOs and CFOs carry a lot of responsibilities in running a company no matter how large or small. However, many often overlook critical areas of execution. In a study conducted by Thomson Reuters are 10 of the most common mistakes outlined, which CEOs and CFOs make. This information was gathered from client feedback, recent examples in the media and dealings with executives.
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Corporate Perception on Capital Markets (October 2007, Germany/Switzerland)
Non financial success factors in capital market communication
On capital markets, strong financials alone do not guarantee strong share-price performance. This observation, shared by many Investor Relations experts, has now been substantiated by a comprehensive empirical study. This report presents a survey of more than 200 European analysts and institutional investors which where questioned on core factors influencing their decisions and recommendations. The study focuses on so-called “soft” factors that go beyond pure financials.
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Surveys / Studies
