Global Trends in Investor Relations

Global Trends in Investor Relations

February 2020

 

Who is driving the global ESG agenda—issuers or investors? The structure of the sell side is changing—how is that affecting investor relations (IR) teams? What tweaks are IR teams making to their strategies going into the new decade, and what global issues do they think will impact the markets the most in the 2020s?

The twelfth edition of Global Trends in Investor Relations, analyzes survey responses of 335 IR professionals from 41 countries to provide insights such as:

Investors Driving the Global ESG Agenda


Who is Bringing ESG Specialists to Meetings?

Investors are not only pushing ESG onto the standing agenda of meetings with issuers, they are bringing their specialists to the table when issuers are not. Respondents reported that while most investors brought an ESG Specialist to ESG-focused meetings, fewer than one-third of issuers brought someone from their CSR team.

Evolving Structure of the Sell Side is Impacting Investor Relations


Who is Bringing ESG Specialists to Meetings?

For almost two-thirds of respondents, the European Union’s MiFID II regulation of the sell side has either not meant a change, or they were uncertain of any effect. A significant minority, however, reported a negative impact, primarily in Western Europe and North America. Of all respondents in Western Europe, not one reported a positive impact of this legislation.

Heightened Concern about the Global Trade Environment


Who is Bringing ESG Specialists to Meetings?

Respondents’ concern over the impact of the global trade environment on overall global market confidence has grown dramatically since the 2017 survey, from 41.4% considering it very important or important, to 72.8%. That increase puts it at the same level of concern as the impact of geopolitical risk, the top issue since we started asking the question in 2012.

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