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Investment Community Sentiment Snapshot: The Russia-Ukraine Conflict

In light of the recent Russia-Ukraine conflict, Ipreo interviewed global investors and a sample of well-respected sell-side analysts with a focus on Russian equities to determine if and how their views toward Russian issuers and the country as a whole have changed, and to better understand the catalysts for investment in the region going forward. Ipreo also determined investment community expectations for the IROs of Russian companies and what role the Russia-Ukraine conflict should play in their communications with the investment community during this time of economic uncertainty.

Ipreo SRI Leaders Index Winter 2013-2014

Ipreo research has identified over 500 funds globally that are specifically dedicated to SRI investment strategies. Ipreo’s quarterly SRI Leaders Index gives a view across the space, including the companies most widely held by SRI investors, companies with the largest percentage of shares held by SRI funds, the largest SRI funds, and investment firms devoting significant capital to SRI funds.

Ipreo Hot Topic Summary Report- Characteristics of Effective One-on-One Investor Meetings

“What are the characteristics of an effective one-on-one investor meeting?”

Ipreo asked select buy-side analysts and portfolio managers what they considered to be characteristics of an effective one-on-one investor meeting. Some investors responded that clear communication, honesty, preparedness, and deep knowledge of not only the company, but the investor as well were appreciated during meetings. Other investors stated that it is more a matter of who you are meeting with and their position in the decision making process rather than the characteristics of that person in the meeting.

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Ipreo SRI Leaders Index Fall 2013

Ipreo research has identified over 500 funds globally that are specifically dedicated to SRI investment strategies. Ipreo’s quarterly SRI Leaders Index gives a view across the space, including the companies most widely held by SRI investors, companies with the largest percentage of shares held by SRI funds, the largest SRI funds, and investment firms devoting significant capital to SRI funds.

Ipreo Special Report- Board Report Survey 2013

Ipreo recently surveyed 74 of its investor relations clients to gather feedback from Investor Relations Officers on best practices in Board Reporting. The goal of the outreach was to uncover and define the typical content that an investor relations department provides to its Board of Directors. We wanted to reveal the most important facets of the Board Report, as well as share any new or unique information, data, or insight that can be provided. Finally, we wanted to document the typical frequencies of Board meetings and provide color around IR’s role at those meetings. The collected feedback is not surprising, but offers unique insight into some interesting new ideas being provided by best-in-class IR programs. For example, while only half of IR departments provide direct buy-side commentary, we found that this information is highly valued by Board members. Based on the collected data, Ipreo has created a synopsis of the general feedback on best practices in Board Reporting.

Ipreo SRI Leaders Index Spring 2013

Ipreo research has identified over 500 funds globally that are specifically dedicated to SRI investment strategies. Ipreo’s quarterly SRI Leaders Index gives a view across the space, including the companies most widely held by SRI investors, companies with the largest percentage of shares held by SRI funds, the largest SRI funds, and investment firms devoting significant capital to SRI funds.

Ipreo Global Corporate Access Report 2013

Ipreo is pleased to present the updated and enhanced 2013 Corporate Access Survey. The purpose of the survey is to offer detailed intelligence on the value of various corporate access services in the fast-evolving world of investor relations, in addition to providing benchmarks for corporate access activity.
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