Application of the General Data Protection Regulation (GDPR)

The European Union’s Global Data Protection Regulation (GDPR) came into effect on May 25, 2018 and governs the acquiring, processing and storage of personal data of current and former EU residents. The California Consumer Privacy Act (CCPA) came into effect on January 1, 2020 and governs how companies process data for individuals living in California. […]

Strategic communication channel: market for the company

Although the primary role of the IR department is to communicate with investors, being able to convert one-way conversations into dialogues is where the true strategic value lies. Investor feedback is valuable for the Company’s managers and provides a direct answer to how the company is perceived by the market. By providing details on investor […]

Automation of processes that improve time management

IR professionals are being pressured to deliver new ESG data, disseminate this information in a way that it reaches individual investors, take active roles in the search for new investors withing the scope of the new MIFID II legislation, and maintain a lean and efficient team. None of this is possible without the use of […]

Adopting standards to report ESG factors

Investors are increasingly expecting that IR teams understand environmental, social and corporate governance issues and include data on these matters in the company’s releases, websites and other communication materials. ESG has already been discussed for years but is gaining more relevance. Some companies already include ESG tables applicable to their respective industries and in accordance […]

Challenges arising from the MiFID II framework and impacts on corporate access

According to Bloomberg, the number of sell-side analysts reduced by 8% in 2019.  Budget for research analysts is expected to reduce by 20% to 30% in 2020. The MIFID II framework brings new challenges to IR teams, mainly in terms of access to institutional investors, portfolio managers and buy-side analysts, which is done directly and […]