KBRA’s Post

Our recent Operational Due Diligence Survey revealed that some ODD teams feel overwhelmed with the growing workload to complete the ODD process. The survey also shedded light on how institutional investors structure and resource their ODD functions, how investors make use of external consultants and technological tools, monitoring practices, and emerging risks. This survey follows on from our recent joint publication with CAIA on ‘Striking the Right Balance: Navigating ODD and IDD in Institutional Investments’. We look forward to sharing the survey results soon and explore the implications with the SBAI Operational Due Diligence Community and our stakeholders more broadly. https://lnkd.in/efxaZBHh

Looking forward to speaking at the 2024 RIA Conference! Join me on May 28-29 in Vancouver to discuss the most critical issues impacting the responsible investing industry today. Learn more about the conference here: https://riaconference.ca/ #RIACon24

ICYMI: Check out our industry experts from across the globe sharing insights on five of the most important themes impacting the Valuation industry in 2024. Watch Kroll's International Valuation Standards Council (IVSC) webinar series replays here: http://ms.spr.ly/6049lmL1h

ICYMI: Check out our industry experts from across the globe sharing insights on five of the most important themes impacting the Valuation industry in 2024. Watch Kroll's International Valuation Standards Council (IVSC) webinar series replays here: http://ms.spr.ly/6040lPVQi

We've conducted our third annual survey of special situations investors across the UK! The report reflects on 2023 and looks ahead to what we can expect for 2024. Unsurprisingly given the broader macro-economic landscape, restructuring activity is forecast to increase this year, presenting a growth in #specialsituations investment opportunities. Our new research explores the trends, aggregating the views of leading UK investors: https://lnkd.in/eBk7NzaU #DistressedMarket #SpecialSituations #PrivateDebt

The Forum is pleased to be able to share the below article, contributed by the Forum’s Guy Walker to The Investor Relations Society's latest journal. Guy’s article, titled ‘Interpreting the 2023 AGM Landscape’, reviews the season’s contentious topics and the nuances of the 2023 AGM landscape. We’re delighted that the extensive analysis of the 2023 AGM season undertaken by the Investor Forum this year continues to gather interest. #InvestorRelations #CorporateGovernance #AGM #Engagement #IR #InvestmentResearch #ESG

📊 Market conditions on the catbond side and private ILS side seem to be dynamic and optimistic for the oncoming year.   ⬇ To learn more, join our ILS Webinar on February 5th at 2.30 pm CET   #ILS #InsuranceLinkedSecurities

Upcoming Event – 2023 Small Cap Symposium, January 23, 2024 As an IRO for a small-cap issuer, you are delivering the entire IR program on your own. Wouldn't you like to know how other small-cap IR executives execute an effective IR strategy on a limited budget, leverage IR events and ESG to attract investor attention and raise capital effectively? If you said 'Yes' to any of the above, then CIRI has the program for you! Join us in Vancouver on January 23, 2024 for CIRI’s Small Cap Symposium. This half-day event will explore the specific challenges and opportunities that small-cap issuers face and includes sessions on: ·       How to optimize the ROI of Your Small Cap Budget with Rhylin Bailie, F.CIRI ·       Finding the Opportunity in ESG for Small-Caps with Stefan Parker ·       The 123s of Successful Financing ·       What constitutes good analyst coverage and how to attract it with Hamir Patel Don’t miss out! Register and learn more here: https://lnkd.in/gvi3Aadf. #CIRI2024 #IRchat #investorrelations #smallcaps #smallcap #smallcapstocks

ICYMI: Check out our industry experts from across the globe sharing insights on five of the most important themes impacting the Valuation industry in 2024. Watch Kroll's International Valuation Standards Council (IVSC) webinar series replays here: http://ms.spr.ly/6048l9ghi

#SRPInsight issue 28 is out now and ready to download. In the latest edition of our e-magazine we look back at #SRPFrance2024, #SRPAsiaPacific2024, and #SRPChina2024. #SRPInsight comes again packed with developments from across Europe, Americas and Asia Pacific. There are interviews with Guillaume Chatain, the new head of sales at Societe Generale - FORGE, Bank of America’s Gabriel Lettieri and Nomura’s Jason Jerutis, who spoke to #SRP about the bank’s return to the US public market. In Europe, Thomas Wulf of EUSIPA - European Structured Investment Products Association shares his view on how retail investment strategy (RIS) disclosure reporting obligations will hit end-investors while in South Korea we focus on how the #HSCEI-linked #autocalls mis-selling saga reverberates with Standard Chartered Korea putting US$100m aside to compensate investors. Click the link below to download your free copy: ➡️ http://spr.ly/6040c8s8E #SRPInsight #structuredproducts #SRPFrance #SRPAsiaConference #SRPChina