August 13th, 2020
Unintended Consequences from the SEC’s Proposed 13F Rule Change
The SEC’s proposed increase from $100 million to $3.5 billion as the minimum assets under management (“AUM”) threshold for 13F...
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Clermont Partners excels at helping companies more effectively engage their investors and take full advantage of every communications opportunity that impacts equity valuation. We build partnerships with our clients, so we can exclusively represent and protect their interests; not the interests of their financial advisors. Our independent relationships foster compelling, unfettered stakeholder narratives that tell the story you need to tell, maximizing investor engagement and confidence and driving your equity valuation in the right direction.
August 13th, 2020
The SEC’s proposed increase from $100 million to $3.5 billion as the minimum assets under management (“AUM”) threshold for 13F...
August 12th, 2020
Updated as of 8:30 AM CST on August 12, 2020 Guidance and Precautionary Measures TBD Preannouncements and Results Reporting Bed...
August 7th, 2020
Updated as of 9:30 AM CST on August 5, 2020 Financial Results / Guidance - qualitative, quantitative, time frame, etc....
Environmental, Social, and Governance (ESG) communication is no longer just for fringe investors. Today, it’s mainstream. And companies that demonstrate ESG savvy have a clear advantage as they engage with the Street. As portfolio managers continue to integrate ESG factors into their investment process, organizations need to take a proactive approach to telling their ESG story.
The surge of ESG-related (environmental, social and governance) integration into the portfolio management process is demanding more attention from companies and investor relations professionals as the trend continues to gain momentum and go mainstream. A new study by Clermont Partners suggests investors are increasingly integrating ESG factors to evaluate investment risk and cater to changing client demands. As such, companies need to proactively communicate their most material ESG “assets” – and not just in a Corporate Communications-led Sustainability Report.