ESG/Sustainability is now a factor in both company competition and investor decision-making, as seen across IT companies by evidence of their press releases, annual reports, SEC filings and more. Here are key findings from my research using AlphaSense:
Continue reading “The IT sector is paying attention to ESG, are you?”
Millions of plastic straws are used every day around the world. It’s become a flashpoint, with consumers lobbying companies to stop the waste. Now scores of firms are making public statements of their intent to eliminate plastic straws, immediately or within a few years.
Continue reading “Plastic Straw Ban: An Unanticipated ESG/Sustainability Catalyst”
How can growth in passive and sustainability investment strategies affect a company’s relationship efforts and effectiveness with investors and buy-side and sell-side analysts? Should we also think about this in context with the concurrent trend of shifting sell-side research business models both in the U.S. and Europe? Might ESG/Sustainability be a saving grace?
For all intents and purposes, Sustainability has matured as a field to the point of effectively becoming part of the mainstream lexicon for both investors and companies alike.
The new European Commission MiFID II regulation is now in effect, as of January 3. Impacts on sell-side research firms’ business models, capital markets and public companies in Europe will be immediate. Repercussions will eventually affect similar institutions in the U.S., due to global competition in the capital markets. Anticipating when, how or how severe is the subject of professional debate.
Continue reading “Sustainability In Aftermarket Research Post-MiFID II”
2016 marked a year of extraordinary structural activity across leading U.S. lodging and leisure companies. Structure is just one element of strategy. The sector has exciting, untapped strategic sustainability opportunities to look forward to in 2017 and beyond.
To identify a baseline, I used AlphaSense at year-end to see what I could find on sustainability discussions and disclosures by publicly-listed U.S. sector companies across traditional investor relations (IR) communications vehicles, before affected reporting entity changes occur in 2017.
Continue reading “A New Year For Sustainability Positioning In Lodging And Leisure”
If public utilities are regulated, how could Sustainability be a real competitive frontier? And, isn’t Environmental, Social and Governance (ESG) / Sustainability just a cost these companies must endure — much like taxes?
Continue reading “Is Sustainability A Real Competitive Frontier For Utilities?”
The New York Stock Exchange launched a central repository of ESG reporting resources in its public access website on March 3, 2017. This, plus other recent expansions by NYSE in its public positioning on ESG/Sustainability should surely capture attention. This strategic move shows they are taking the maturing sustainability field even more seriously with respect to mainstream capital market considerations.
Continue reading “Expanding Significance Of Sustainability In Capital Competition”
When sales professionals choreograph every aspect of their sales process – from initial research and prep to final negotiation and closing – they set the stage for success. Think about the last time you saw a ballet or Broadway show. Every dancer on the stage knew exactly where they needed to be during every moment. Hours and hours of practice went into preparing for that performance, and by the time you were watching from the audience, it looked completely effortless. Likewise, the sales process should be choreographed and made to look completely effortless.
Continue reading “Choreographing Enterprise Sales: What Sales Leaders Can Learn From Hamilton”
Augmented Intelligence is changing the way investment professionals consume research by streamlining data aggregation and eliminating repetitive processes.
