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Ir Strategy

Closir viewpoints

Page dedicated to discussing trends in investor relations and investment management with a specific focus on emerging and frontier markets. Posts are written by Closir team and guest contributors. For more info: www.closir.com

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Ir Strategy

Michael Chojnacki in Closir viewpoints

Feb 3, 2018

Q&A : MiFID II impact on investor relations

One of the more high profile aspects of the MiFID II legislation that came into effect across Europe last month concerns how asset managers pay for research and…

Michael Chojnacki in Closir viewpoints

Feb 2, 2018

Basics of MiFID 2

MiFID 2 is the revised “Markets in Financial Instruments Directive”, a broad set of European financial regulations that came into effect at the start of January 2018.

The original MiFID came into force in November 2007, just before the financial crisis. Its main…

Michael Chojnacki in Closir viewpoints

Oct 13, 2017

The rise of alternative funding and implications for the effectiveness of investor relations

Emerging innovations within the capital market space will continue to present new opportunities for listed…

Michael Chojnacki in Closir viewpoints

Jul 30, 2016

Key takeaways from FundForum 2016

Earlier this week, over 2000 global investment and wealth managers came together at the annual Fund Forum in Berlin to discuss the main trends affecting the industry…

Michael Chojnacki in Closir viewpoints

Apr 30, 2016

BNY Mellon: 2016 Global Trends in IR

BNY Mellon Depositary Receipts group has very recently published their annual report on global trends in investor relations. With 550 companies surveyed from 54 countries, it is probably the most comprehensive barometer of the current themes in our industry. The…

Michael Chojnacki in Closir viewpoints

Mar 1, 2016

Evolving face of institutional equity business

A interesting Bloomberg article titled “Wall Street Cracks Down on Free Sharing of Analysts’ Notes” has crossed our desk last week ignited a discussion within our team about the the market for investment research.
The article points out how…

Michael Chojnacki in Closir viewpoints

Feb 7, 2016

Equity Research Worth Paying For : A Look at Economic, Digital and Regulatory Changes

This is a guest summary post by Alphametry CEO Fabrice Bouland, of a recent senior executive roundtable about the future of equity research. You can download the full whitepaper…

Michael Chojnacki in Closir viewpoints

Jan 28, 2016

A Framework for Investor Targeting

Investment profile of my company

The starting point of any investor targeting exercise is to build a solid understanding of how your company’s story can fit into criteria that global investors look for when screening for companies: liquidity…

Michael Chojnacki in Closir viewpoints

Dec 8, 2015

Research Regulations: the Quest for Clarity

More than 200 investment professionals gathered last month at the Institute of Directors (IoD) in London for a series of panel discussions on investment research, and how it should be provided and paid for. With corporate access now formally ‘unbundled’…

Michael Chojnacki in Closir viewpoints

Nov 3, 2015

Investor’s Desktop

Over the summer we spoke to over 50 institutional investors to find out a little more about what tools they currently use on a daily basis in their investment decision process. A portfolio managers desktop would likely include a combination of the following platforms: