Investor Relations and ESG Reporting in a Regulatory Perspective

A Practical Guide for Financial Market Participants

Poul Lykkesfeldt, Laurits Louis Kjaergaard

• Publisher: Palgrave Macmillan
• Year: 2022
• Topic: Business
• Print ISBN:
  9783031057991
• Subtopic: Finance
• eBook ISBN:
  9783031058004
• Index: Business

Investor Relations and ESG Reporting in a Regulatory Perspective is a comprehensive and detailed practical guide for financial market participants, focusing on the stock market, written for practitioners by practitioners. The main themes of the book include the challenging integration of investor relations (IR) and the non-financial reporting of environmental, social and governance (ESG). Further, the book provides a comprehensive overview of the complex regulatory framework of the European Union (EU) related to the financial markets, including the expected global trends in this area. This includes financial legislation such as MiFID II, MiFIR and MAR along with non-financial legislation like the EU's taxonomy, CSRD and SFDR. In addition, this book explores the non-financial reporting standards of GRI, TCFD, CDSB, IBC, SASB, IRRC and the upcoming ISSB, and discusses the UN's Sustainable Development Goals (SDGs). In addition, the book provides a practical guide regarding IR inspecial situations, e.g. in connection with takeover response manuals, M&A, investor activism, initial public offerings (IPOs), as well companies' collaboration with e.g. investment banks and corporate finance advisers, financial PR and IR advisers in such situations. The suggested audience of the book includes board members and senior management of in particular listed companies, and companies considering an IPO; professionals working in the fields of IR, ESG and communications; institutional and retail investors; private equity executives; venture capitalists; investment bankers; legal practitioners; accountants and auditors; financial journalists; and politicians. Finally, university and business students may benefit from an insight into the dynamics of the financial markets and the direction they are moving, a possible inspiration for choosing a future career. 

Table of contents

• Cover
• Front Matter
• Part I. The Financial Markets: An Overview
• Part II. The Participants of the Financial Markets
• Part III. Major Legislation Themes Related to the European Financial Markets
• Part IV. Achieving a Fair Valuation of the Company Through Best-Practice IR
• Part V. IR in Special Situations
• Part VI. Embracing Non-financial/ESG Reporting
• Part VII. The Framework of Best-in-Class Non-financial Reporting
• Part VIII. Preparing the Company’s First ESG Report
• Part IX. Aiming for Best-in-Class ESG Reporting
• Part X. Future Trends of Financial and Non-financial Reporting
• Correction to: The Formation of Stock Prices
• Back Matter