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Influential Disclosure Data
Due diligence lies at the heart of investor decision-making. This decision-making process therefore requires access to a regularly-updated flow of data on companies that includes:
- News
- Analysis
- Financial calendar announcements
- Filings
- Statistics on the drivers of the business
- Extra financial disclosure and insights
- Real-time updates of events
- CSR performance
- Annual reports
- Insight into directors’ thinking on the future and on governance issues.
Aside from the mandatory disclosure process, telling investors the story of the business requires an organized and targeted approach. The Online PressKit for Disclosure can tell this story to investors directly, by updating them on market statistics, product announcements and the corporate PR stories that help to build an understanding of the company and its prospects.
Target Audience for Online PressKit for Disclosure
Your target audiences include:
- Retail Investors
- Buy-Side Analysts
- Sell-Side Analysts
- The Media
Today’s Socially Responsible Investors (SRI) and Socially Responsible Investment Analysts (SRI Analysts), take ‘extra-financial factors’ into account and along with the traditional financial data that may impact investment performance. Increasingly, they are making decisions based on many factors beyond P&L and also consider environmental, social and corporate governance criteria when evaluating investments.
Sustainability or ‘impact’ investing is a growing aspect of the investment climate. Sustainability disclosure data differentiates companies and can influence investor confidence and trust.
Companies can therefore benefit in many ways by offering investors, analysts and the media decision-useful information, in an Online PressKit for Disclosure format that they will find useful for fact-finding, analysis and decision-making.
Preferred Information Format for Investors and Analysts
Findings from the UK Report, “The Value of Extra Financial Disclosure - What Investors and Analysts Said”, reported that the investors, analysts, asset managers, ratings agencies and financial institutions they surveyed, expressed specific format preferences for consuming ‘extra disclosure’ data. According to the report, these include:
- A preference for digital formats, with 59% of investors and analysts stating that the on-screen PDF is their preferred format.
- Direct engagement with Board level representatives. Almost half (46%) of investors and analysts stated that direct engagement with the CEO or CFO is very likely to influence their investment decisions or company analysis
- Formal reporting channels such as the sustainability report, annual report or integrated report are most influential for increasing the reliability, accessibility, relevance and comparability of extra-financial information, as well as improving assessments of future company performance.
Voluntary frameworks for reporting extra-financial information play an important role in informing investor decisions and company analysis. The majority of the survey participants used at least one voluntary framework to inform their investment decisions or their analysis of companies.
What Should Your Financial Online PressKit for Disclosure Include?
We have detailed suggestions of what you should include in your Online PressKit for Disclosure, based on the ‘extra financial disclosure’ stated as useful to a survey sampling of Asset Managers, both Private and Institutional Asset Owners, Rating Agencies, Financial Media, Bank and Insurance Houses.
- Sustainability Initiatives
- CSR
- Cybersecurity Measures
- Corporate Governance
- Intellectual Capital Management
- Occupational Health and Safety and Human Capital Practices
- Innovation, Research and Development (R&D)
- Customer Satisfaction Climate Change and Natural Resource Management
- Consumer and Public Health
- Reputation Risk
- Corporate Activity Such as Biodiversity Impact and Community Impact
Contact your Relationship Manager to discuss building your Online PressKit for Disclosure and tailor-made solutions for targeting your press releases to the financial media.