Strategy & planning

Research & resources

The data, guides and tools below should help companies with their own strategy and planning for sustainable investor relations.

FAZ Novartis materiality assessment toolkit

A management tool for strategy setting

As part of its approach to holistic management, Novartis has designed a comprehensive “Materiality Assessment (MA) Toolkit” to identify topics and capture insights that are relevant for strategy-setting, steering and reporting.

Novartis now makes this toolkit available to all interested companies as an open-source project to support inclusive and holistic management worldwide.

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Global SRI & CG Diary - SRI-CONNECT

SRI-CONNECT maintains a calendar of major events in SRI & Corporate Governance. This will help companies to identify events at which they can learn about current developments in sustainable investment.  It will also help them to schedule their own investor outreach.

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www.investESG.eu - InvestESG.eu

News & comment website featuring interviews, profiles and comment from regulators, standard-setters, asset owners, investment managers, NGOs, governments, scientists and other ESG experts.

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IRRI 2019 - Institutional Investor

The IRRI Survey is the annual survey of the sustainable investment value chain and has documented sustainable investor communications practices over the past six years.

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ESG/SRI: Sustainability issues for IR (Training course) - Investor Relations Society

A half-day course that teaches participants how to respond to the growing interest of institutional investors in the sustainability performance and corporate governance practices of quoted companies.

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