Investor Relations and ESG Reporting in a Regulatory Perspective : A Practical Guide for Financial Market Participants

Introduction -- Section 1: The financial markets: An overview -- Chapter 1.1: The benefits and drawbacks of a stock market listing -- Chapter 1.2: The formation of stock prices -- Chapter 1.3: Ethics in the financial markets – why a solid IR framework is key -- Chapter 1.4: Understanding valuation methodology of the financial markets -- Chapter 1.5: Integrating ESG in equity research -- Chapter 1.6: Valuation methodology from the perspective of different investor types -- Section 2: The participants of the financial markets -- Chapter 2.1: Understanding the financial markets' stakeholders and their motivation -- Chapter 2.2: Understanding the role of institutional investors -- Chapter 2.3: How to communicate with retail investors -- Chapter 2.4: The sell-side/equity analysts, brokers and corporate access -- Chapter 2.5: Corporate finance advisers -- Chapter 2.6: Considering the role of non-financial markets stakeholders -- Section 3: Major legislation themes related to the European financial markets -- Chapter 3.1: How is legislation implemented on the European financial markets? -- Chapter 3.2: Learning from the impact on financial markets of recent legislation -- Chapter 3.3: How to optimise IR within the existing legal framework -- Chapter 3.4: The new wave of ESG regulatory framework -- Section 4: Achieving a fair valuation of the company through best-practice IR -- Chapter 4.1: The IR function -- Chapter 4.2: Deciding on IR ambitions and its success factors -- Chapter 4.3: IR within the organisation -- Chapter 4.4: IR’s responsibilities of implementing policies and planning ahead -- Chapter 4.5: IR tools to engage a company’s stakeholders -- Chapter 4.6: Managing the expectation of the financial community -- Chapter 4.7: Embracing the digital world of IR activities -- Section 5: IR in special situations -- Chapter 5.1: Preparation of difference types of IR-related contingencies -- Chapter 5.2: Developing a take-over response manual -- Chapter 5.3: Valuation in a takeover situation and strategic alternatives -- Chapter 5.4: Shareholder engagement and monitoring market activity -- Chapter 5.5: Investor activism -- Chapter 5.6: The company – before, during and after an IPO -- Section 6 Embracing non-financial/ESG reporting -- Chapter 6.1: The origin of ESG -- Chapter 6.2 Stakeholder capitalism and sustainable leadership -- Chapter 6.3 Institutional investors are embracing ESG strategies -- Chapter 6.4 Consideration sustainable finance disclosure regulation (SFDR) -- Section 7 The framework of best-in-class non-financial reporting -- Chapter 7.1. Implementing taxonomy -- Chapter 7.2. Implementing non-financial reporting standards -- Section 8 Preparing the company’s first ESG report -- Chapter 8.1. For the first non-financial report: a checklist to get into gear -- Chapter 8.2. The importance of mobilising ESG with incentives -- Section 9 Aiming for best-in-class ESG reporting -- Chapter 9.1: Taking already implemented non-financial reports a step further -- Chapter 9.2: Encompassing ESG rating agencies -- Section 10 Future trends of financial and non-financial reporting -- Chapter 10.1: Best-practice IR is about being at the forefront -- Chapter 10.2: Is the next decade scary or exciting? -- Postscript -- Summary of facts and best practice -- Overview of Nasdaq’s ESG reporting guidelines.