The 'Anything Goes' Annual Lead Article IROs have always resembled university students in at least one regard: most are required to close the year with a lengthy, well-researched and flawlessly executed project. While IROs are not sweating over term papers, they generally do the corporate equivalent by summing up their public company’s accomplishments and setting future expectations in an attention-getting annual report. | Read Article |
Stock Indexing Ins and Outs Investment Community Perspective All IROs probably know whether their stock is included in an index, and if so, which indexes and sub-indexes. (Hint: if you do not, find out immediately.) But how do stocks get selected for index inclusion? Why does inclusion or exclusion matter? What happens if a stock is being included or excluded in an index? (Is it an event like a big party, or a wake?) | Read Article |
Surviving In Today's Economy Canadian IR Practitioner Perspective When the investment market fluctuates, many companies and job roles are impacted. This is especially felt by those who are responsible for investor relations as there is an immediate reaction from shareholders and often, IR budgets suffer as corporate budgets are reduced. | Read Article |
Does Paying a Soliciting Dealer a Success Fee Amount to Vote Buying? Securities Regulation and IR A proxy battle is about winning a voting contest. One tactic used by the winner in a particularly acrimonious proxy battle earlier this year has triggered a debate over whether the payment of success fees to soliciting dealers should be permitted in Canada. | Read Article |
Challenges Facing Today's Audit Committees Financial Reporting and IR Complexity and risk are typical audit committee fare. A changing business and risk environment, constantly being reshaped by technology and digitization, globalization, increased regulation and enforcement, and expectation for greater transparency, continues to raise the bar on audit committee oversight and board governance. | Read Article |
SEC Approval of Social Media Use for Corporate Disclosure Social Media and IR April of this year saw a landmark development in the social media realm as it pertains to investor relations: The U.S. Securities and Exchange Commission (SEC) released a report outlining its position on the use of social media platforms such as Facebook and Twitter to disclose material information. | Read Article |