Insights & Spotlights - Clermont Partners

Category:

No One Gets a Pass on Climate Change: How to Start Sharing Your Story Now

ESG Communication

News about climate change is everywhere. Stretching from record-breaking heatwaves to corporate commitments toward lowering carbon footprints and international summits on how countries can address this border-defying megatrend. The climate change crisis has dominated headlines for decades. Therefore, you can...

Read This Article

Is the Growing Differential Between Guidance and Consensus Estimates Setting Us up for a Market Correction in Q3?

IR Consulting

Have you noticed it takes longer than it used to at the drive-thru for your morning java? It’s not because everyone is suddenly drinking more coffee. In a lot of cases, it’s because baristas are in short supply, just like...

Read This Article

Stop Treating ESG Like an Afterthought

ESG Communication

12 Ways to Weave ESG into Every Part of Your Investment Proposition Many companies believe they are effectively telling an ESG story and conveying an enterprise-wide “commitment “to ESG because they have an ESG slide in their pitch deck. You...

Read This Article

Game On: Leadership Changes May Be on the Horizon. IROs Should Be Ready to Perform Like MVPs.

Strategic Investor Relations

With the dust settling from the extraordinary ride we have been on for the past 15 months, the unofficial embargo on CEO transitions is starting to lift. Major management changes are typically put on pause during times of heightened uncertainty...

Read This Article

Why ESG Deserves a Slide at Your Next Investor Day

ESG Communication

If you are thinking about planning an investor day, you aren’t alone. Whether virtual or in-person, investors are looking for companies to update them on their strategy in a post-COVID world. This strategy should also include how the company is...

Read This Article

Targeting the Smaller Fish in the Sea: How to Make It Worth Your While

Strategic Investor Relations

In our latest research, Clermont Partners confirmed a sneaking suspicion: a significant portion of the largest institutional investors considered to be actively-managed are, in reality, effectively indexed to the S&P 500. That means that your efforts to target these investors...

Read This Article

Show Your Colors: Shareholders Want More Diversity Disclosure - And For Good Reason

ESG Communication

As requirements on diversity disclosure become more standardized, investors want to know how companies are integrating this sustainability factor in their strategies. And they are treating a lack of disclosure on gender and ethnic diversity as risk. Specifically, investors are...

Read This Article

The Verdict on ESG Disclosure: Your General Counsel Holds the Keys

ESG Communication

By nature, General Counsels (GCs) subscribe to the philosophy of less is more. If you do not have anything 100% legally sound to say, better not to say anything at all. But this can become a big problem when it...

Read This Article

Activists Increasingly Seeking Out E&S Laggards

General

The number of global activist campaigns dropped 10% in 2020 compared to the prior year, largely due to sensitivities around the COVID-19 pandemic. After sitting on the sidelines for most of 2020, activist campaigns are expected to starkly increase in...

Read This Article

Are Your Investor Engagement Efforts Falling on Deaf Ears?

General

Research Suggests That Many Actively-Managed Institutional Investors Are Effectively Indexed to the S&P 500. If your management team is doing great things, investors need to know. Sharing your strategy with portfolio managers at institutions known for active management should theoretically...

Read This Article

5 Steps to Building a Customized Materiality Assessment

ESG Communication

The mandate to broaden reporting on ESG factors is no longer debatable, but which factors to report on – now that is a different story. While climate and emissions may be top priority for a chemicals company, this may not...

Read This Article

Sick of the “New Normal?”

IR Consulting

Wrap Your Financial Narrative Around a Post-COVID Theme for 2021 The finish line for the year-end earnings cycle is rapidly approaching. There’s just enough time for a quick breath before starting first quarter earnings prep. If you’re tired of operating...

Read This Article