Investor Relations And Esg Reporting In A Regulatory Perspective

Author : Poul Lykkesfeldt,Laurits Louis Kjaergaard
Publisher : Springer Nature
Page : 342 pages
File Size : 42,9 Mb
Release : 2022-08-15
Category : Business & Economics
ISBN : 9783031058004

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Investor Relations and ESG Reporting in a Regulatory Perspective by Poul Lykkesfeldt,Laurits Louis Kjaergaard Pdf

Investor Relations and ESG Reporting in a Regulatory Perspective is a comprehensive and detailed practical guide for financial market participants, focusing on the stock market, written for practitioners by practitioners. The main themes of the book include the challenging integration of investor relations (IR) and the non-financial reporting of environmental, social and governance (ESG). Further, the book provides a comprehensive overview of the complex regulatory framework of the European Union (EU) related to the financial markets, including the expected global trends in this area. This includes financial legislation such as MiFID II, MiFIR and MAR along with non-financial legislation like the EU’s taxonomy, CSRD and SFDR. In addition, this book explores the non-financial reporting standards of GRI, TCFD, CDSB, IBC, SASB, IRRC and the upcoming ISSB, and discusses the UN’s Sustainable Development Goals (SDGs). In addition, the book provides a practical guide regarding IR in special situations, e.g. in connection with takeover response manuals, M&A, investor activism, initial public offerings (IPOs), as well companies’ collaboration with e.g. investment banks and corporate finance advisers, financial PR and IR advisers in such situations. The suggested audience of the book includes board members and senior management of in particular listed companies, and companies considering an IPO; professionals working in the fields of IR, ESG and communications; institutional and retail investors; private equity executives; venture capitalists; investment bankers; legal practitioners; accountants and auditors; financial journalists; and politicians. Finally, university and business students may benefit from an insight into the dynamics of the financial markets and the direction they are moving, a possible inspiration for choosing a future career.

Author : Benjamin Mark Cole
Publisher : Bloomberg Press
Page : 283 pages
File Size : 50,6 Mb
Release : 2014-05-14
Category : Corporations
ISBN : 1417531053

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The New Investor Relations by Benjamin Mark Cole Pdf

"Shareholder lawsuits, accounting and financial reporting scandals, 24/7 business media, the growing ubiquity of the Internet, public calls for increased disclosure and transparency ... the landscape surrounding Wall Street and publicly held corporations has changed more than at any time since the Great Depression. Investor relations professionals face the challenge of rebuilding credibility and strengthening relationships with the investment community and the public. In The New Investor Relations, leading professionals provide guidance and strategy for navigating through today's communications maelstrom."--Provided by publisher.

Author : Pedro Matos
Publisher : CFA Institute Research Foundation
Page : 80 pages
File Size : 54,7 Mb
Release : 2020-05-29
Category : Business & Economics
ISBN : 9781944960988

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ESG and Responsible Institutional Investing Around the World: A Critical Review by Pedro Matos Pdf

This survey examines the vibrant academic literature on environmental, social, and governance (ESG) investing. While there is no consensus on the exact list of ESG issues, responsible investors increasingly assess stocks in their portfolios based on nonfinancial data on environmental impact (e.g., carbon emissions), social impact (e.g., employee satisfaction), and governance attributes (e.g., board structure). The objective is to reduce exposure to investments that pose greater ESG risks or to influence companies to become more sustainable. One active area of research at present involves assessing portfolio risk exposure to climate change. This literature review focuses on institutional investors, which have grown in importance such that they have now become the largest holders of shares in public companies globally. Historically, institutional investors tended to concentrate their ESG efforts mostly on corporate governance (the “G” in ESG). These efforts included seeking to eliminate provisions that restrict shareholder rights and enhance managerial power, such as staggered boards, supermajority rules, golden parachutes, and poison pills. Highlights from this section: · There is no consensus on the exact list of ESG issues and their materiality. · The ESG issue that gets the most attention from institutional investors is climate change, in particular their portfolio companies’ exposure to carbon risk and “stranded assets.” · Investors should be positioning themselves for increased regulation, with the regulatory agenda being more ambitious in the European Union than in the United States. Readers might come away from this survey skeptical about the potential for ESG investing to affect positive change. I prefer to characterize the current state of the literature as having a “healthy dose of skepticism,” with much more remaining to be explored. Here, I hope the reader comes away with a call to action. For the industry practitioner, I believe that the investment industry should strive to achieve positive societal goals. CFA Institute provides an exemplary case in its Future of Finance series (www.cfainstitute.org/research/future-finance). For the academic community, I suggest we ramp up research aimed at tackling some of the open questions around the pressing societal goals of ESG investing. I am optimistic that practitioners and academics will identify meaningful ways to better harness the power of global financial markets for addressing the pressing ESG issues facing our society.

Author : Ralph A. Rieves,John Lefebvre
Publisher : John Wiley & Sons
Page : 236 pages
File Size : 47,5 Mb
Release : 2002-02-21
Category : Biography & Autobiography
ISBN : 0471064173

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Investor Relations for the Emerging Company by Ralph A. Rieves,John Lefebvre Pdf

The definitive guide for CEOs, CFOs, and executives of newly public companies Learning to deal with investors, employees, media, regulators, and others once a company has gone public requires dedication and consistency. Investor Relations for the Emerging Company helps fledgling public company officers and directors prepare for the unique business task of convincing investors of their company's value. From describing the various organizations, institutions, mechanics and behaviors of capital markets to clarifying the requirements and best practices for reporting and disclosure, this book provides all the answers. CEOs, CFOs, and executives who must operate an effective investor relations program within the budget constraints of their newly listed company will use this book for years to come.

Author : Benjamin Mark Cole
Publisher : Bloomberg Press
Page : 288 pages
File Size : 43,7 Mb
Release : 2003-10-01
Category : Business & Economics
ISBN : 1576601358

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New Investor Relations by Benjamin Mark Cole Pdf

Across America in thousnds of publicly traded companies, investor relations (IR) professionals and top executives are struggling to communicate corporate news effectively in an on-edge, suspicious environment of 24/7 financial information. Billions in stock value can be gained or obliterated quickly. based in no small part on how well the IR pros make the company's case and manage expectations. Earnings announcements, analyst reports, insider stock transactions (even if legal), and more all have a magnified impact on stock movements in today's climate. With contributions from leading IR experts, Benjamin Mark Cole has put together an incisive and practical blueprint for success in investor relations today. Filled with ancedotes and case studies of good--and bad--IR, this book provides indispensable, hands-on guidance.

Author : Michael A. Rosenbaum
Publisher : CCH Incorporated
Page : 349 pages
File Size : 54,7 Mb
Release : 2005-03-30
Category : Business & Economics
ISBN : 0808010999

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Board Perspectives by Michael A. Rosenbaum Pdf

The first title in the CCH Board Perspectives Series, this intuitive book sheds light on the redefined investor relations function in this new regulatory and legal environment. Written by Michael Rosenbaum, widely published author on investor relations, corporate governance and management issues, Building Value Through Investor Relations reconsiders the IR function from the board perspective. Packed with practice examples and expert insights, this book makes the connection between boardroom theories and investor relations practices, including guidance for the development and implementation of effective IR programs. It is a must-read for investor relations professionals, corporate officers and directors and corporate counsel.

Author : Chiara Mio
Publisher : Springer
Page : 312 pages
File Size : 44,7 Mb
Release : 2016-08-11
Category : Business & Economics
ISBN : 9781137551498

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Integrated Reporting by Chiara Mio Pdf

This book is a timely addition to the fast-growing international debate on Integrated Reporting, which offers a holistic view of the evolution and practice of Integrated Reporting. The book covers the determinants and consequences of Integrated Reporting, as well as examining some of the most relevant issues (particularly in the context of the United States) in the debate about Integrated Reporting.

Author : Faruk Balli,Au Yong Hui Nee,Sikandar Ali Qalati
Publisher : Springer Nature
Page : 1691 pages
File Size : 45,7 Mb
Release : 2022-12-28
Category : Business & Economics
ISBN : 9789464630527

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Proceedings of the 2022 International Conference on Economics, Smart Finance and Contemporary Trade (ESFCT 2022) by Faruk Balli,Au Yong Hui Nee,Sikandar Ali Qalati Pdf

This is an open access book. As a leading role in the global megatrend of scientific innovation, China has been creating a more and more open environment for scientific innovation, increasing the depth and breadth of academic cooperation, and building a community of innovation that benefits all. Such endeavors are making new contributions to the globalization and creating a community of shared future. To adapt to this changing world and China's fast development in the new era, The 2022 International Conference on Economics, Smart Finance and Contemporary Trade to be held in July 2022. This conference takes "bringing together global wisdom in scientific innovation to promote high-quality development" as the theme and focuses on cutting-edge research fields including Economics, Smart Finance and Contemporary Trade. This conference aims to boost development of the Greater Bay Area, expand channels of international academic exchange in science and technology, build a sharing platform of academic resources, promote scientific innovation on the global scale, strengthen academic cooperation between China and the outside world, enhance development of new energy and materials and IT, AI, and biomedicine industries. It also aims to encourage exchange of information on frontiers of research in different areas, connect the most advanced academic resources in China and the world, turn research results into industrial solutions, and bring together talents, technologies and capital to boost development.

Author : Daniel C. Esty,Todd Cort
Publisher : Springer Nature
Page : 246 pages
File Size : 50,9 Mb
Release : 2020-10-26
Category : Business & Economics
ISBN : 9783030556136

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Values at Work by Daniel C. Esty,Todd Cort Pdf

Sustainable investing is a rapidly growing and evolving field. With investors expressing ever greater interest in environmental, social, and governance (ESG) metrics and reporting, companies face a sustainability imperative and the need to remake their business models to respond to an array of pressing issues including climate change, air and water pollution, racial justice, workplace diversity, economic inequality, privacy, corporate integrity, and good governance. From equities to fixed income and from private equity to impact-investing, investors of all kinds now want to understand which companies will be marketplace leaders in a business future redefined by sustainability. Thus, investment strategies, risk models, financial vehicles, applications, data, metrics, standards, and regulations are all changing rapidly around the world. In an effort to better understand the current status and movement of this dynamic field and to provide a practical reference for the growing pool of investors, financial advisors, companies, and academics seeking information on sustainable investing and ESG reporting, this edited book covers the latest trends, tools, and thinking. It showcases the work of authors from leading companies and academic institutions across a range of vital topics such as financial disclosure, portfolio assessment, ESG metrics construction, and law as well as regulation. Readers of the book will be better able to identify and address the hurdles to moving mainstream capital toward more sustainable companies, investments, and projects.

Author : R. Edward Freeman,Jeffrey S. Harrison,Andrew C. Wicks
Publisher : Yale University Press
Page : 200 pages
File Size : 47,5 Mb
Release : 2007-01-01
Category : Business & Economics
ISBN : 9780300138498

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Managing for Stakeholders by R. Edward Freeman,Jeffrey S. Harrison,Andrew C. Wicks Pdf

Managing for Stakeholders: Survival, Reputation, and Success, the culmination of twenty years of research, interviews, and observations in the workplace, makes a major new contribution to management thinking and practice. Current ways of thinking about business and stakeholder management usually ask the Value Allocation Question: How should we distribute the burdens and benefits of corporate activities among stakeholders? Managing for Stakeholders, however, helps leaders develop a mindset that instead asks the Value Creation Question: How can we create as much value as possible for all of our stakeholders?Business is about how customers, suppliers, employees, financiers (stockholders, bondholders, banks, etc.), communities, the media, and managers interact and create value. World-renowned management scholar R. Edward Freeman and his coauthors outline ten concrete principles and seven practical techniques for managing stakeholder relationships in order to ensure a firm’s survival, reputation, and success. Managing for Stakeholders is a revolutionary book that will change not only how managers do business but also how they recognize and evaluate business opportunities that would otherwise be invisible.

Author : Alexander V. Laskin
Publisher : John Wiley & Sons
Page : 544 pages
File Size : 49,8 Mb
Release : 2017-09-14
Category : Language Arts & Disciplines
ISBN : 9781119240815

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The Handbook of Financial Communication and Investor Relations by Alexander V. Laskin Pdf

The first book to offer a global look at the state-of-the-art thinking and practice in investor relations and financial communication Featuring contributions from leading scholars and practitioners in financial communication and related fields—including public relations, corporate communications, finance, and accounting— this volume in the critically acclaimed “Handbooks in Communication and Media” seriesprovides readers with a comprehensive, up-to-date picture of investor relations and financial communications as they are practiced in North America and around the world. The Handbook of Financial Communication and Investor Relations provides an overview of the past, present, and future of investor relations and financial communications as a profession. It identifies the central issues of contemporary investor relations and financial communications practice, including financial information versus non-financial information, intangibles, risk, value, and growth. Authors address key topics of concern to contemporary practitioners, such as socially responsible investing, corporate governance, shareholder activism, ethics, and professionalism. In addition, the book arms readers with metrics and proven techniques for reliably measuring and evaluating the effectiveness of investor relations and financial communications. Bringing together the most up-to-date research on investor relations and financial communication and the insights and expertise of an all-star team of practitioners, The Handbook of Financial Communication and Investor Relations: Explores how the profession is practiced in various regions of the globe, including North America, South America, Europe, the Middle East, India, Australia, and other areas Provides a unique look at financial communication as it is practiced beyond the corporate world, including in families, the medical profession, government, and the not-for-profit sector Addresses “big-picture” strategies as well as specific tactics for financial communication during crises, the use of social media, dealing with shareholder activism, integrated reporting and CSR, and more This book makes an ideal reference resource for undergrads and graduate students, scholars, and practitioners studying or researching investor relations and financial communication across schools of communication, journalism, business, and management. It also offers professionals an up-to-date, uniquely holistic look at best practices in financial communication investor relations worldwide.

Author : AICPA
Publisher : John Wiley & Sons
Page : 208 pages
File Size : 46,5 Mb
Release : 2017-09-25
Category : Business & Economics
ISBN : 9781945498626

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Attestation Engagements on Sustainability Information (Including Greenhouse Gas Emissions Information) by AICPA Pdf

New Authoritative Guide for SSAE No. 18 and Sustainability Organizations are increasingly seeking to add credibility to sustainability information: According to the CFA Institute, 73 percent of portfolio managers and research analysts surveyed take sustainability matters into account when making investment decisions and 69 percent believe it is important that such information be subject to independent assurance. This new guide will assist CPAs with interpreting and applying the clarified attestation standards (SSAE No. 18) when performing examination or review engagements on sustainability information. Note: This guide supersedes AICPA Statement of Position (SOP) 13-1, Attest Engagements on Greenhouse Gas Emissions Information. The content of that SOP has been updated for the clarified attestations standards and included in the guide.

Author : Anonim
Publisher : Unknown
Page : 128 pages
File Size : 50,9 Mb
Release : 2018
Category : Investments
ISBN : OCLC:1112702787

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Guidance and Case Studies for ESG Integration: Equities and Fixed Income by Anonim Pdf

Author : Jody Grewal,George Serafeim
Publisher : Unknown
Page : 66 pages
File Size : 45,8 Mb
Release : 2020-09-02
Category : Electronic
ISBN : 1680837184

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Research on Corporate Sustainability by Jody Grewal,George Serafeim Pdf

This monograph provides an overview of key papers in the corporate sustainability literature and directions for future research. It is structured on three key themes: measuring, managing and communicating corporate sustainability performance.

Author : Nadia Linciano,Paola Soccorso,Claudia Guagliano
Publisher : Springer Nature
Page : 349 pages
File Size : 49,5 Mb
Release : 2022-06-30
Category : Business & Economics
ISBN : 9783030937683

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Information as a Driver of Sustainable Finance by Nadia Linciano,Paola Soccorso,Claudia Guagliano Pdf

The Sustainable Development Goals introduced by the United Nations in 2016 call for the significant mobilisation of finance. However, although sustainable investments are steadily increasing, there still remain large gaps within financing and the information that financial markets rely on is often incomplete or incorrect. For instance, the financial system has been structured around short-term frameworks and goals while the most pressing environmental and social challenges are long-term. Prices do not convey the cost of externalities associated with social and environmental challenges. It is therefore important to implement the effective pricing of externalities and create a common language and taxonomy between investors, issuers and policy-makers in order to best serve sustainable development. Addressing this challenge, the authors delve deeper into the levers that can be pulled within the financial system to prompt an efficient ecosystem of sustainability-related information, allowing social and environmental externalities to be incorporated into the decision-making process of all market agents. Incentives needed for investors, issuers and intermediaries are proposed along with regulation that can trigger these incentives. This book offers a comprehensive collection of chapters which explore the ongoing evolution of the European regulatory framework, providing essential reading for policymakers, practitioners and researchers alike.