Fairvue Partners

A cosy evening with the warm glow of the season, mince pies in hand, and hot chocolate to top it off—it’s a recipe for reflection, gratitude, and celebration.

Last one for the year….

In today’s complex and evolving sustainability landscape, a company must have a clear roadmap for creating a resilient and future-proof organisation. Sustainability isn’t just about compliance; it’s a strategic lever for driving growth, enhancing competitiveness, and making a meaningful impact.   Learn more about the importance of building a sustainability strategy in today's world and how it can help unlock long-term value in our insightful interview with Darina Elencheva, a Strategic Sustainability Management Consultant with over 15 years of experience.   https://lnkd.in/eQGdS7mE

The team is on a roll this week! With Faisal Kanth at the Middle East Investor Relations Association forums. Check out the summary in the link below

Our professor is at it again! Severine Camp shares her extensive IR knowledge with the next generation at the Paris-Pantheon-Assas University.

Dive into the Q2 2024 corporate earnings season with our Quarterly Pulse, where we distil the quarter’s communications into actionable insights enhanced by in-depth understanding and day-to-day client engagement. Q2 2024 was a quarter of caveats and caution, but overall trends appear incrementally skewed to the upside. With most FY 2024 guidance confirmed, the continuation of supportive Q2 2024 trends into H2 2024, particularly regarding pricing, remains crucial. While the overall directionality of key metrics was mixed, the growing emphasis on AI is clearly becoming critical for future success — we explore what this means for the corporate landscape in this edition of the Quarterly Pulse. #Fairvue #InvestorRelations #CorporateStrategy #Earnings #Pulse https://lnkd.in/eCFTe_v9

Last week, our team at Fairvue Partners had the privilege of learning from Jens Kürten of JK Consulting about developing and implementing effective sustainability strategies. His unique approach, project-management perspective to best practice CSRD reporting and emphasis on the strategic role of investor relations provided valuable insights.   While many large listed companies are already actively working on their sustainability reporting, smaller and non-listed entities still have time (until 2026, based on FY 2025 financials) to prepare. However, the key message is clear: starting now is crucial. There is much to be done, especially with the additional regulatory implications of the Corporate Sustainability Due Diligence Directive coming into play.   Jens Kürten's passion and expertise in creating impactful sustainability strategies were genuinely inspiring. It left us feeling optimistic and motivated to drive positive change in our daily work and for our clients.   Thank you, Jens Kürten, for a truly engaging and insightful session! #sustainability #CSRD #corporatesustainability #ESG #investorrelations #leadership  

Quarterly Pulse: Q1 2024 earnings at a glance Dive into the heart of the Q1 2024 corporate earnings season with our Quarterly Pulse, where we distil the quarter’s communications into actionable insights enhanced by in-depth understanding and day-to-day client engagement. Here's what's inside the Pulse: Key insights: Get the summary of our perspective. Supply chains: A closer look at supply chains and what investor calls reveal about changes in dynamics. Sector focus: Uncover the dynamic shifts driving our insights. Stay ahead – unlock the narrative behind the numbers! hashtag #Fairvue #InvestorRelations #CorporateStrategy #Earnings #Pulse https://lnkd.in/egA5KBAP

Some reflections on the excellent sessions at yesterday’s annual IR Society Conference. As ever, great to meet top professionals from across the IR and capital markets spectrum and some fascinating and topical discussions, including on AI, governance, the listing environment, buy and sell-side trends and, inevitably, the political backdrop. Some of the notable takeaways: 1. Cause for (cautious) optimism in the UK market: London remains more advantageous to longer-term valuation prospects as a listing venue for UK issuers versus the US exchanges. Raspberry Pi’s IPO this week is indicative of a welcoming environment for smaller tech and innovation – but there is work to be done to claw back support for UK equities, from pension funds to retail investors. 2. Humans remain useful (!): AI use cases are still relatively basic, with more and more adoption from IR teams but on a limited basis focused on LLMs, with security, authenticity and cost as hurdles. Short term, AI is overhyped, but it is undervalued longer term. 3. ESG is a licence to operate: E and S are increasingly important determinants for investors, while on G, shareholders welcome direct engagement from issuers and particularly when advisory rebuttals are needed. 4. Active management is under pressure: Margin compression, the inexorable rise of passive funds, smaller headcounts, ESG ramp-up and the need to prove stewardship credentials are key challenges to active investors but efficient markets still need stockpicker expertise to support price discovery and clear differentiation between "winners" and "losers". 5. Good IR practitioners make all the difference: Being responsive, consistent, knowing your investment case, knowing your investors and maintaining effective dialogues with your investment community are key. Thanks to all at The Investor Relations Society for a great event! #IRConf24 #investorrelations #strategicadvisory #fairvue #esg #csrd #ai