CIRI Guides & Policies

Latest Guides / Policies

Hard Copy: Guide to Developing an Investor Relations Program - Third Edition $135.00 (non-members) August 6, 2013

CIRI Members: to order your complimentary hard copy please contact Jane Maciel.

No comprehensive program exists that teaches the unique combination of skills and knowledge required to be successful in investor relations. Those new to the IR function are often overwhelmed by the responsibilities and uncertain where to begin, and what questions to ask.

The first edition of this Guide to Developing an Investor Relations Program was commissioned by CIRI in 2001 to assist investor relations (IR) professionals in setting up and maintaining an effective IR program. The second edition was issued in 2005 and reflected changes to regulatory requirements, including new continuous disclosure and corporate governance disclosure obligations. This third edition reflects changes to regulatory requirements since 2005 and the evolution of IR practices and communications channels in the current environment.

Our thanks to Tracy Lutz for authoring this update.
Electronic Copy: Guide to Developing an Investor Relations Program - Third Edition (PDF 4.0 MB) $135.00 (non-members) August 6, 2013

CIRI Members: this publication is available complimentary. Please ensure you are logged in to download your copy.

No comprehensive program exists that teaches the unique combination of skills and knowledge required to be successful in investor relations. Those new to the investor relations (IR) function are often overwhelmed by the responsibilities and uncertain where to begin, and what questions to ask.

The first edition of this Guide to Developing an Investor Relations Program was commissioned by CIRI in 2001 to assist IR professionals in setting up and maintaining an effective IR program. The second edition was issued in 2005 and reflected changes to regulatory requirements, including new continuous disclosure and corporate governance disclosure obligations. This third edition reflects changes to regulatory requirements since 2005 and the evolution of IR practices and communications channels in the current environment.

Our thanks to Tracy Lutz for authoring this update.

No part of this publication may be reproduced or retransmitted without prior written consent of CIRI.
2012 Investor Relations Compensation & Responsibilities Survey (PDF 1.0 MB) $300.00 (members)
$500.00 (non-members)
July 9, 2012
CIRI’s 2012 Investor Relations Compensation and Responsibilities Survey results are now available. Please note the survey is available in electronic format only.
The 2012 survey demonstrated some interesting shifts in the profession, including:
  • Evolution and elevation of the IR profession
  • IROs increase strategic influence by providing information and insights
  • IR role becoming more global
  • IR compensation is multi-faceted and complex
New to the survey this year, are interviews with IROs from diverse sectors, market caps, geography, years of IR experience and educational background. These were conducted to identify current trends within the profession as well expectations on how the role will evolve in the future.
Standards and Guidance for Disclosure and Model Disclosure Policy - Fourth Edition (PDF 950.0 KB) $500.00 (non-members) March 14, 2011
Do you have questions about Corporate Disclosure?

These guidelines provide public companies with an outline for developing a disclosure policy and best practices for handling a variety of situations.

This is the fourth edition of this publication and is available in electronic format only.
Guide to Developing an Investor Relations Program - Second Edition $300.00 (members)
$500.00 (non-members)
December 11, 2006
This IR staple was originally published in 2001 and is intended for those new to investor relations and companies looking to establish a sound IR program.

No comprehensive program exists that teaches the unique combination of skills and knowledge required to be successful in investor relations. Those new to the IR function are often overwhelmed by the responsibilities and uncertain where to begin, and what questions to ask.

This second edition of CIRI’s Guide to Developing an IR Program assists IR practitioners in setting up and maintaining an effective IR program. It includes a sample IR activities calendar, 2 case studies, an appendix of communication tools, examples of potentially material information, and a glossary of IR terms.

Our thanks to Tracy Lutz for authoring this update, and to CNW Group for sponsoring its publication.

CIRI's Standards & Guidance for Disclosure and Model Disclosure Policy, Fourth Edition

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We recognize the importance of providing guidance to our members as they review their disclosure practices and policies. As such, we have updated CIRI's Standards and Guidance for Disclosure and Model Disclosure Policy.

This publication recognizes the impact of evolving best practices, as well as Canadian accounting and regulatory changes since its last update in April 2006.

A complimentary copy was provided to our members. Non-members may purchase this publication by clicking here.

  • Thank You To CIRI's 2010 National Strategic Partners
This is a member's only publication. If you are not a member, join CIRI today.