NIRI Designates Irwin, Stockperks, Q4 and S&P Global Market Intelligence as Approved PDU Providers


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IRI recently designated four new companies as Approved Professional Development Unit


(PDU) Providers. Tey include Irwin, Stockperks, Q4 and


S&P Global Market Intelligence. Rivel also earned this status earlier in May 2022. Through this program, NIRI Investor


Relations Charter (IRC)® holders are now able to earn PDUs at select educational events held by these companies, including forums, seminars, and webinars. Te purpose of the Approved PDU Pro-


vider Program is to help IRC holders maintain their certification and give entities that offer education, training and/or other IR-related knowledge programming the opportunity to be recognized to award PDUs for certifica- tion renewal purposes. Tis collaboration promotes the contin-


ued competence of IRC holders by making it easier for them to access educational resources, promotes awareness of the IR profession, and improves the standard of IR excellence. Executives of each company praised the


new partnerships. “We are proud that Irwin is an Approved


Professional Development Unit (PDU) Pro- vider,” said Irwin COO and Co-Founder Mark Fasken. “Te role of the investor relations professional is always changing, but what remains constant is the importance it plays to the health and success of any public company globally. Even more so in today’s challenging markets, it’s important to be equipped with the knowledge and skills to thrive when presented with new challenges and opportunities.” Stockperks President Agnies Watson


ni ri .org/ irupdate


said, “We are thrilled to partner with NIRI and become an Approved PDU Provider. With the increased focus on retail investors in governance and the board, our events equip IROs with insights and approaches to engaging individual shareholders and offer Investor Relations Charter (IRC)® attendees the opportunity to earn PDU credits.” Q4 Founder and CEO Darrell Heaps


said, “We are proud to be recognized as an Approved PDU Provider by NIRI. As the leading capital markets communications platform, we have a deep history and focus on IRO enablement that includes providing educational resources, access to data, and innovative digital solutions. At Q4, we are excited for the added value and industry expertise that we will bring to NIRI mem- bers, the investor relations community, and the capital markets as an Approved PDU Provider.” Kevin Roy, Global Head of Advisory |


Investor Relations, Broker Research & Sus- tainability at S&P Global Market Intelligence, said, “With the merger between IHS Markit and S&P Global completed in 2022, we are looking forward to continuing as a NIRI IRC approved provider in 2023 and promote the continued competence of Investor Relations Charter holders. Tere are a number of topics impacting IROs across the capital markets we plan to cover. Our first program on Index Inclusion and ETF Trends was very successful and demonstrated the range of expertise that now exists across our organization which we plan to leverage to enhance the knowledge and skills of credential holders.” Visit www.niri.org to learn more about


the Investor Relations Charter (IRC)® and the Approved PDU Provider Program. IR


NIRI Releases Revised Policy Statement on ESG Disclosure


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IRI released its updated Policy Statement on ESG Disclosure in Fall 2022. This


is a substantial revision, and reflects the latest developments in this area. “One of the ways NIRI meets its


important mission is by developing standards and best practices for the investor relations profession such as this resource, originally published in 2019,” says NIRI President and CEO Matthew Brusch, CAE. “Tere have arguably been few other IR-related topics that have evolved so rapidly during the past few years.” He explains that the dramatic in-


crease in ESG-focused assets under management, investor interest in corporate ESG information, and rise in ESG-related proxy proposals led the NIRI Board of Directors to revisit its original policy statement. Tis update outlines key criteria,


best practice recommendations, and steps IR professionals should take to support management in evaluating and communicating ESG factors. It also provides helpful background, historical context, and additional resources. Brusch thanks the members of the


NIRI ESG & Diversity Practices Com- mittee for their work on this project. Visit www.niri.org/NIRI/media/NIRI/ Advocacy/NIRI_Updated-ESG_Poli- cy_Statement_Approved_Final_2022_1. pdf. IR


IR UPDAT E ■ WI N T E R 2 0 2 3


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