IR Strategy & Planning

Together with our partner SRI-Connect we provide the following services:


  • SRI communications strategy– maximise efficiency and reach 

Develop a simple strategy that maximises the reach and efficiency of your company’s communications with investors interested in sustainability. Initial meeting / briefing to understand your current approach, needs and objectives.

  • Sustainable investment strategy facilitation – develop informed planning

We will facilitate for your Investor Relations and Sustainability Teams a half-day planning session that updates you on industry development and guides you through the process of collaboratively setting the sustainable investment priorities that best meet your company's needs.

  • Sustainability message positioning – understand needs and expectations 

A report comprising a summary of the current corporate sustainability landscape, a projection of key themes likely to feature in analyst research and guidance on shaping your sustainability message. This will help companies position their sustainability communications to investors effectively by contextualising it within the current interests, ideas and priorities of SRI analysts and investors in advance.

  • SR-IR Breakfast club -  Light-touch networking and idea-sharing 

Join our Breakfast Club to help improve the quality and efficiency of sustainable investor communications by enabling networking and idea sharing between the investor relations managers and heads of sustainability at leading companies across the world.  Every quarter we host a virtual meeting for companies to discuss investor communication activity.  This is a free service aimed at broadening networks.  To join please contact us.


For further information and pricing on any of these services please contact: