ESG Agencies Survey / Purchase Report

Should public companies engage with the ESG rating agencies?

IROs have been aware of the growing pool of ESG assets for some time. European AUM subject to an ESG engagement policy are now worth about $13.6 trillion and globally there are 1,380 signatories of the UN's PRI initiative representing AUM of $59 trillion.

The pool of capital is undoubtedly huge, and growing, but many IROs face considerable challenges in addressing these investors. This is partly because the decision making processes of ESG investors is not always clear. The mix of internal and external research combined with quantitative and qualitative approaches can leave IROs scratching their heads wondering who they should be communicating with and what difference it makes.

In this report we help IROs navigate the ESG universe by focusing on one audience of influencers: the ESG rating agencies. These key influencers play an important role in determining which stocks end up in the many portfolios backed by this huge pool of capital. Do they simply operate as black boxes, processing the interminable flow of questionnaires which corporations often complain about? Or is there more to the process? And what can companies do apart from filling in the questionnaires? Should they engage with the agencies?

We interviewed and analysed the most important rating agencies in the US and Europe to find out more about how they work and how they would like companies to engage with them. This report provides IROs with important practical answers and will help guide future IR activity in this area.

Contents of report (46 page PDF slide presentation):

Table of contents:
Survey Purpose...............p. 3
Executive Summary...............4
Global Agencies...............8
Sustainalytics...............9
ISS...............11
MSCI...............16
Vigeo-Eiris............... 18
International Agencies ...............23
Oekom Research...............24
Inrate...............26
Specialist Agencies...............28
Ethifinance...............29
Eumedion...............31
Ethos...............33
Hermes-EOS...............35
GES...............37
PIRC...............39
Solaron...............41
Trucost...............42
Synopsis of ESG agencies...............44

Price: EUR 799

Family Offices Survey / Purchase Report

Should public companies target Family Offices?

Family offices now manage more money than the hedge fund industry. And although much family office wealth is invested through hedge funds, an increasing amount is being invested directly in-house by the family offices themselves. So does this mean that publicly listed companies should be targeting family offices as part of their investor relations efforts?

This survey investigates this new phenomenon in Europe and will help IROs answer the question as to whether tapping in to this pool of capital is worthwhile.

Contents of report (40 page PDF slide presentation):
  • Overview of trends in Single Family Offices and Multi Family Offices
  • The geography of wealth
  • A European overview
  • Results of Phoenix-IR's survey of the key players
  • Focus on Switzerland
  • How much FO money is invested in public equities?
  • Which equity markets and market caps are prioritized?
  • What is the average investment time horizon?
  • How many equities are typically owned and what is the average position?
  • Is direct Corporate Access important for FOs?
  • Targeting European FOs
  • Names of European FOs which invest directly in public equities
Price: EUR 300

Corporate Access News

November 2017  Request Invite
WWE
Phoenix-IR advised World Wrestling Entertainment (WWE) on its European Corporate Access in Edinburgh and London

October 2017
FedEx
Phoenix-IR advised FedEx (FDX) on its European Corporate Access in London, Basel, Geneva, Zurich and Madrid

October 2017
Telephone & Data Systems
Phoenix-IR advised Telephone & Data Systems (TDS) on its European Corporate Access in London, Edinburgh, Dublin, Amsterdam, Brussels, Frankfurt and Zurich

October 2017
MAXIMUS
Phoenix-IR advised MAXIMUS (MMS) on its European Corporate Access in London

September 2017
Lockheed Martin
Phoenix-IR advised Lockheed Martin (LMT) on its European Corporate Access in Frankfurt, Brussels and Amsterdam