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Briefing Papers


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If you are not a Premium member, you can download one briefing paper for free, simply by registering.  You can also buy individual briefing papers using the links below. Alternatively, become a premium member now & access all the briefing papers immediately! 

If you are looking for something specific, download a guide to our briefing paper library here >

 

 

May 2013

This paper, which we have just updated, gives a simple, structured overview of the key financial statements and headline numbers.

Cost: £20.00 ex VAT
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April 2013

In this briefing paper we look at the regulatory requirements for half-yearly financial reporting and analyse how companies are approaching these.

Cost: £20.00 ex VAT
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February 2013

In this briefing paper we look at the Annual Reports of eight global oil and gas companies and analyse their ability to communicate shareholder value creation effectively.

Cost: £20.00 ex VAT
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December 2012

This briefing paper looks at the latest regulatory pressures on quoted companies to report on diversity in their annual reports and shares some good examples of communication in this area.

Cost: £20.00 ex VAT
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November 2012

This briefing paper covers how analysts think, how they forecast and make recommendations and the issues this raises for giving guidance.

Cost: £20.00 ex VAT
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October 2012

This briefing paper is on communicating shareholder value in the FMCG sector. We look at 12 global brand owners and highlight best practices in their reporting.

Cost: £20.00 ex VAT
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August 2012

This briefing paper, is on calculating and interpreting financial ratios from the perspective of shareholders and analysts, management, lenders and rating agencies.

Cost: £20.00 ex VAT
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July 2012

This paper is on communicating shareholder value in the healthcare and pharmaceuticals sectors.  We look at major international companies and compare the communication of their strategy, KPIs and targets.

Cost: £20.00 ex VAT
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June 2012

This paper examines Discounted Cash Flow (DCF) valuation.  We explain how companies use DCF in project appraisal and then look at how the same technique can be used to value whole companies.  And we suggest how you can influence value by understanding the key variables.

Cost: £20.00 ex VAT
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May 2012

This paper offers a quick guide to reading the financial information in a company's annual report. It is designed to give you a view of how a company is doing in less than 30 minutes.

Cost: £20.00 ex VAT
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April 2012

This briefing paper is on relative valuation.  We cover P/E ratios, EV ratios, price to book, dividend yield and sum of the parts. We also look at the key drivers of multiples and how to achieve a re-rating.

Cost: £20.00 ex VAT
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March 2012

In this paper, we tackle the true meaning of shareholder value, explain why this is the focus of the capital markets and offer some ideas on how to communicate value creation effectively.

Cost: £20.00 ex VAT
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February 2012

This briefing paper examines the highs and lows of shareholder value reporting by large companies in the mining sector.

Cost: £20.00 ex VAT
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December 2011

This briefing paper examines the highs and lows of shareholder value reporting by large companies in the retail sector.

Cost: £20.00 ex VAT
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November 2011

In this paper, we explain how the balance sheet works, how to analyse asset efficiency and show you how to use gearing/leverage ratios to measure financial strength.

Cost: £20.00 ex VAT
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October 2011

In this briefing paper we look at reporting by 6 companies in the Oil & Gas sector and compare their KPIs.

Cost: £20.00 ex VAT
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September 2011

In this briefing paper we look at how to understand and analyse the income statement from the top line to the bottom line - a useful recap ahead of results.

Cost: £20.00 ex VAT
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July 2011

In this month's briefing paper we look at the reporting requirements for preparing the Directors' Report in the Annual Report.

Cost: £20.00 ex VAT
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July 2011

In this briefing paper we look at how companies tackle Corporate Responsibility reporting in their Annual Reports.

Cost: £20.00 ex VAT
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May 2011

In this briefing paper we look at the requirements for producing Interim Management Statements and provide an analysis of the approaches adopted by top FTSE100 companies.

Cost: £20.00 ex VAT
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April 2011

This paper covers how commentators evaluate M&A. We deal with earnings accretion and dilution, valuing the synergies and understanding whether a deal adds value.

Cost: £20.00 ex VAT
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February 2011

In this paper we look at risk reporting in annual reports, sharing some common shortfalls and best practice communication tips.

Cost: £20.00 ex VAT
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January 2011

In this paper we look at Remuneration Reporting in Annual Reports and Accounts from a communications perspective, guiding you through some regulations and sharing some recent best practice examples.

Cost: £20.00 ex VAT
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November 2010

In this paper we take a look at the reporting of strategy, performance and KPIs in UK annual reports, inspired by some of the recently announced award winners.

Cost: £20.00 ex VAT
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October 2010

This paper gives you a good overview of the rules and regulations that impact on communications.

Cost: £20.00 ex VAT
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September 2010

This paper covers IPOs – what they are, the rationale, timing and choice of market. We also cover how companies should prepare for IPO, the IPO team and what happens afterwards.

Cost: £20.00 ex VAT
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August 2010

This paper covers the development of corporate governance in the UK, the new UK Corporate Governance Code and the Stewardship Code.

Cost: £20.00 ex VAT
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June 2010

This paper is a new version of our Introduction to Financial Media Relations. It covers the basics of financial media relations - how the media works, how to write good press releases, selling your story, social media, crisis management and more.

Cost: £20.00 ex VAT
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April 2010

This paper looks at the key regulations affecting corporate communications in the US, including financial calendar.

Cost: £20.00 ex VAT
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March 2010

This month’s briefing paper looks at the main differences between US GAAP and IFRS and considers the communications implication of switching from one system to the other.

Cost: £20.00 ex VAT
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February 2010

This paper provides a good general introduction to companies, boards, shareholders and lenders, advisers and the basics of financial PR and Investor Relations.

Cost: £20.00 ex VAT
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January 2010

This paper covers how banks make money, how they are regulated, understanding the accounts and the key ratios used to evaluate performance.

Cost: £20.00 ex VAT
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December 2009

This paper looks at changes to the way shares are traded as a result of technology developments and regulatory changes, including high frequency trading and dark pools of liquidity.

Cost: £20.00 ex VAT
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September 2009

This paper explains the rules for takeovers of publicly owned companies in the UK, including required announcements and the timetable, from a communications perspective.

Cost: £20.00 ex VAT
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July 2009

This briefing paper explains how companies are funded, the characteristics of equity and debt funding, the impact of gearing/leverage on profits, the cost of capital and the optimum capital mix.

Cost: £20.00 ex VAT
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May 2009

This paper provides a comprehensive guide to the jargon used in sell-side analysts' research reports.

Cost: £20.00 ex VAT
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March 2009

This briefing paper provides a comprehensive guide to the terms and jargon used in the banking sector. It provides simple definitions of often complex areas, together with useful visuals demonstrating how the concepts work in practice.

Cost: £20.00 ex VAT
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February 2009

This briefing paper is designed to provide a checklist for anyone putting together an IR or corporate communications policy document.

Cost: £20.00 ex VAT
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January 2009

This briefing paper examines rights issues - the process, regulations & best practise, the basic calculations and jargon, and the on-going debates surrounding rights issues.

Cost: £20.00 ex VAT
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November 2008

This paper discusses how to communicate for value, how to manage expectations, and how to predict and prepare for those topics likely to be the focus of Q&A sessions.

Cost: £20.00 ex VAT
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October 2008

This briefing paper is on Debt IR. It covers debt issuance, ratings and the rating process and how to manage on-going debt IR.

Cost: £20.00 ex VAT
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September 2008

This paper describes XBRL – what it means, how it works, who’s doing it and what the implications are for corporate communicators.

Cost: £20.00 ex VAT
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June 2008

This paper shows the link between sub-prime mortgage lending in the US and current financial market conditions around the world. It also considers likely future developments.

Cost: £20.00 ex VAT
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June 2008

This  paper covers how companies and consultancies can avoid committing market abuse and incorporates the latest best practice advice from the FSA.

Cost: £20.00 ex VAT
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April 2008

This paper provides a general introduction to financial markets, covering stock markets, investment banks, the Bank of England, retail banks, stock brokers regulators and investors - institutional and retail.

Cost: £20.00 ex VAT
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March 2008

This briefing paper is designed to provide a checklist for anyone putting together an IR or corporate communications policy document.

Cost: £20.00 ex VAT
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February 2008

This briefing paper covers the requirements for results announcements, top tips for press releases and a guide to what happens on results days for a company and its target audiences.

Cost: £20.00 ex VAT
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December 2007

This briefing paper covers how strategy statements are devised and how strategy is analysed by the investment community.

Cost: £20.00 ex VAT
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October 2007

This paper covers the ongoing obligations for AIM companies, including the role of the Nomad, the market abuse rules, dealing with inside information, disclosure of transactions, financial calendar, websites and corporate governance.

Cost: £20.00 ex VAT
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March 2007

This paper covers the key requirements of the financial calendar for both Main Market and AIM companies and discusses best practice.

Cost: £20.00 ex VAT
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January 2007

This paper explains the key investment styles – value, growth and momentum. It covers how styles affect sell-side research, how to drive a re-rating and create momentum and it looks formulating your communications to maximise your company’s appeal.

Cost: £20.00 ex VAT
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November 2006

This briefing paper is designed to help you understand hedge funds - their characteristics, their investment styles and how to deal with them from an IR perspective.

Cost: £20.00 ex VAT
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May 2006

This briefing paper deals with share buy-backs, covering what they are, why companies undertake them and when they work.

Cost: £20.00 ex VAT
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June 2005

This paper cover the UK disclosure rules and FSA best practice advice.

Cost: £20.00 ex VAT
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March 2005

This briefing paper covers the basics of share register analysis - what it is, how it is done and why.

Cost: £20.00 ex VAT
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