Capital Market Catalog
- Our curated B2B Marketplace supports your company in raising external capital. The Marketplace helps you find, discover, and compare the best providers for the most relevant services around equity-capital raising.
- The services are provided by experienced specialists. To stay abreast of your needs, we are constantly adding new services and providers.
Services for Every Growth Stage
Our B2B Marketplace helps you on your entrepreneurial journey, whether you’re just thinking about starting a business, looking to raise capital in private markets, planning a listing on the Swiss stock exchange, or seeking to raise follow-on capital on public markets for your listed company.
Discover Our New Exchange Venue for SMEs
Sparks has been conceived and developed with your needs in mind: To raise your visibility and improve tradability for your investors.
Services for Startups
- Pursue your global ambitions and make a difference.
- This section is curated by Venturelab, the Swiss leader in helping (prospective) founders to get off the ground, enabling start-ups to grow and empowering scale-ups to become global players.
Venturelab - World-class Startups. Swiss made.
Since 2004, Venturelab designs and operates flagship startup programs to support the best entrepreneurial talents. 90% of rising Swiss startups have been supported by Venturelab. Our alumni have attracted over CHF 5 bn investments and created 9,000+ active jobs. Together with successful founders, leading academic and industry partners, we bring the best startups to success. We’re here to help you find the best services for your specific needs.
Startup Desks
- Get advisory and support for the challenges that your young company faces
Kellerhals Carrard
- Foundation, Contracts, IP, Business, Network, Risks, IPO, Succession, Exit
- Client Coverage: Entrepreneurs, startups, scale-ups
- Industry Coverage: All
Walder Wyss
- Foundation, Contracts, IP, Business, Network, Risks, IPO, Succession, Exit
- Client Coverage: Entrepreneurs, startups, scale-ups
- Industry Coverage: All
Wenger Vieli
- Foundation, Contracts, IP, Network, Risks, IPO, Succession, Exit
- Client Coverage: Entrepreneurs, startups, scale-ups
- Industry Coverage: All
- Develop your product and deliver unique customer value with your startup. Learn to put together a winning team and an advisory board that will help you grow.
- Master a convincing pitch and secure funding from the right investors, develop exit opportunities and what you can do today to have an IPO readily available.
Venturelab - Venture Challenge
Validate your business idea and learn to build a world-class startup the fastest way possible.
Venturelab - Academia Industry Training
Supporting scientists in discovering their entrepreneurial potential and in transforming their applied research into a marketable product.
Venturelab - Business Creation Training
5-day training for business creation. Enables aspiring entrepreneurs to execute their plans and bring their vision to reality. Tailormade training for ICT, Engineering, Biotech and Medtech projects.
IFJ - Business Growth Training
Learn how to incorporate your company easily and for free.
Venturelab - Ask the Expert
Deepen your knowledge with handpicked industry experts to learn key insights.
Venturelab - Business Growth Training
5-day training for business growth. Enables incorporated startups to push your sales and scale your business. Tailormade training for ICT, Engineering, Biotechand Medtech projects.
- Deepen your knowledge about fundraising and learn about the different types of investors.
- Improve your understanding of investors, financing terms, and the various financing options available to you.
- Pitch your start-up and get immediate feedback.
Venturelab - Venture Kick
A three-stage funding model initiated to support Swiss startups with enough funding to kick-start their entrepreneurial success. Startups can qualify to receive up to CHF 150,000 in start capital, and an opportunity for an additional CHF 850,000 in equity funding from the Kick Fund.
Venturelab - Ask the Investor
Meet and exchange with Swiss and international investors, pitch your startup and get feedback.
Venturelab - Venture Leaders
International investor roadshows with the Swiss National Startup Team to pitch to investors in San Francisco, Boston, Barcelona and China.
Venturelab - TOP 100 Swiss Investor Summit
Investors with more than CHF 12 billion in venture capital come to the TOP 100 Investor Summit to listen to startup pitches, meet entrepreneurs one-on-one and watch presentations to identify the best gems.
Venturelab - Credit Suisse Private Investor Club
Invitation-only pitch sessions for TOP 100 Startups to pitch in front of the Credit Suisse Private Investor Club.
- Stand out from the competition by strengthening and spreading your brand.
- Boost your credibility towards clients, suppliers, partners and investors.
Venturelab - TOP 100 Swiss Startup Award
Switzerland’s flagship start-up ranking since 2011. Every year, leading investors and industry experts rank the 100 most innovative and promising Swiss startups. Nomination only, no applications.
Venturelab - Scale up Bootcamps
Unique business development opportunities with Swiss corporates for pilot projects, partnerships, investmentsand new potential customers to scale up the business.
Venturelab - Corporate Accelerator Programs
Accelerator programs for startups to collaborate with corporates and pitch for proof of concept or investment opportunities.
F10 - FinTech & InsurTech Inkubator
Startup incubator for early-stage FinTech, InsurTech, DeepTech and RegTech startups. 5-month incubation programs in Barcelona, Singapore and Zurich in collaboration with each financial center’s key players. Application required.
F10 -FinTech & InsurTech Accelerator
Startup accelerator for growth-stage FinTech, InsurTech, DeepTech and RegTech Startups. 3-month accelerators in Madrid, Singapore and Zurich focused on facilitating collaborations with each financial center’s key players. Application required.
Services for IPO Candidates
Understand whether your company is ready to go public, simplify the journey of getting your company listed at SIX Swiss Exchange, and optimize your offer to get the most out of your IPO.
- Get all your questions answered directly through our personalized support service. Don’t waste precious resources browsing the Internet for answers.
- Discover and understand what your next steps need to be and how you can best master them.
- Learn how public markets can help you fulfil your goals and find out what your next steps are.
- Find out how to make your IPO more efficient and effective.
SIX Swiss Exchange – Sparks IPO Academy
Exclusive program in collaboration with Swiss capital-market specialists. Are you a fast-growing, capital-seeking SMEs? Are you considering to go public on Sparks? Do you have little time but would like to learn more? Then this program is for you.
Be Ready from Day One
Our e-learning platform conveniently helps you understand what will be required of you as a public company. The e-learning platform covers the following areas: Ad hoc reporting; corporate governance reporting; disclosure of shareholdings; disclosure of management transactions; insider trading.
IPO Readiness
- Understand whether your company is formally ready to go public
- Gain certainty on whether it is feasible for your company to enjoy the growth advantages that public markets offer
- Know what valuation your company can expect as a public company
- Optimize your offer to get the most out of your IPO
BLR Partners
- IPO General Readiness, IPO Legal Readiness, IPO Accounting Readiness, Feasibility, Roadmap, Valuation, Equity Story
- Fast-growing SMEs, mature SMEs, large Corporations
- Industry Coverage: All
Deloitte
- IPO General Readiness, IPO Legal Readiness, IPO Accounting Readiness, Feasibility, Roadmap, Valuation, Equity Story
- Fast-growing SMEs, mature SMEs, large Corporations, SPACs
- Industry Coverage: All
Ernst & Young
- IPO General Readiness, IPO Legal Readiness, IPO Accounting Readiness, Feasibility, Roadmap, Valuation, Equity Story
- Fast-growing SMEs, mature SMEs, large Corporations
- Industry Coverage: All
Helvetische Bank
- IPO General Readiness, IPO Legal Readiness, IPO Accounting Readiness, Feasibility, Roadmap, Valuation, Equity Story
- Fast-growing SMEs, mature SMEs, large Corporations
- Industry Coverage: All except biotech
IFBC
- IPO General Readiness, IPO Legal Readiness, Feasibility, Roadmap, Valuation, Equity Story
- Fast-growing SMEs, mature SMEs, large Corporations
- Financial Services, Energy, Industry, Business Services, Life Sciences & Healthcare, TMT, Real Estate, Construction
KPMG
- IPO General Readiness, IPO Legal Readiness, IPO Accounting Readiness, Feasibility, Roadmap, Valuation, Equity Story
- Fast-growing SMEs, mature SMEs, large Corporations, SPACs
- Industry Coverage: All
PricewaterhouseCoopers
- IPO General Readiness, IPO Legal Readiness, IPO Accounting Readiness, Feasibility, Roadmap, Valuation, Equity Story
- Fast-growing SMEs, mature SMEs, large Corporations
- Industry Coverage: All
Independent IPO Advisory
- Ensure flawless IPO execution and co-ordination of all workstreams with an experienced partner at your side, while retaining full control of key decisions along the IPO
- Understand whether your company is ready to go public (IPO Readiness)
- Optimize your offer to get the most out of your IPO
Alantra
- IPO Readiness, Valuation, Advisory, Negotiation, Equity Story, Project Management, Transaction Structuring
- Client Coverage: Fast-growing SMEs, mature SMEs, large corporations
- Industry Coverage: All
BLR Partners
- IPO Readiness, Valuation, Advisory, Negotiation, Equity Story, Project management
- Client Coverage: Fast-growing SMEs, mature SMEs, large Corporations
- Industry Coverage: All
Deloitte
- IPO Readiness, Feasibility, Valuation, Negotiation, Equity Story, Project management, Transaction structuring
- Client Coverage: Fast-growing SMEs, mature SMEs, large corporations
- Industry Coverage: All
Helvetische Bank
- IPO Readiness, Feasibility, Valuation, Advisory, Negotiation, Equity Story, Project Management, Transaction Structuring
- Client Coverage: Fast-growing SMEs, mature SMEs, large corporations
- Industry Coverage: All except biotech
IFBC
- IPO Readiness, Feasibility, Valuation, Advisory, Negotiation, Equity Story, Project Management, Transaction Structuring
- Client Coverage: Fast-growing SMEs, mature SMEs, large corporations
- Industry Coverage: Financial Services, Energy, Industry, Business Services, Life Sciences & Healthcare, TMT, Real Estate, Construction
PricewaterhouseCoopers
- IPO Readiness, Feasibility, Valuation, Advisory, Negotiation, Equity Story, Project management, Transaction Structuring
- Client Coverage: Fast-growing SMEs, mature SMEs, large Corporations
- Industry Coverage: All
REYL & Cie
- IPO Readiness, Feasibility, Valuation, Advisory, Negotiation, Equity Story, Project Management, Transaction Structuring
- Client Coverage: Fast-growing SMEs, mature SMEs, large corporations
- Industry Coverage: All
Equity Capital Markets Investment Banking
- Optimize your offer to get the most out of your IPO
- Validate your offer with a representative set of analysts and public investors
- Ensure high valuation, upward trend, and price stability by strategically allocating your shares
- Place your shares with public investors
Credit Suisse
- IPO General Readiness, Feasibility, Valuation, Equity Story, Project Management, Transaction Structuring, Share Placement
- Client Coverage: Fast-growing SMEs, mature SMEs, large Corporations
- Industry Coverage: All
Helvetische Bank
- IPO General Readiness, Feasibility, Valuation, Equity Story, Project Management, Transaction Structuring, Share Placement
- Client Coverage: Fast-growing SMEs, mature SMEs
- Industry Coverage: All except biotech
Octavian
- IPO General Readiness, Feasibility, Valuation, Equity Story, Transaction Structuring, Share Placement
- Client Coverage: Fast-growing SMEs, mature SMEs, large corporations
- Industry Coverage: All, specialized in healthcare, industrials and financial services
REYL & Cie
- IPO General Readiness, Feasibility, Valuation, Equity Story, Project Management, Transaction Structuring, Share Placement
- Client Coverage: Fast-growing SMEs, mature SMEs, large corporations
- Industry Coverage: All
UBS
- IPO General Readiness, Feasibility, Valuation, Equity Story, Project Management, Transaction Structuring, Share Placement
- Client Coverage: Fast-growing SMEs, mature SMEs, large corporations
- Industry Coverage: All
Zürcher Kantonalbank
- IPO General Readiness, Feasibility, Valuation, Equity Story, Project Management, Transaction Structuring, Share Placement
- Client Coverage: Fast-growing SMEs, mature SMEs, large corporations
- Industry Coverage: All
Legal Advisory
- Understand whether your company is legally ready to go public and how to best close potential gaps.
- Draft the prospectus and all other documents required for going public.
- Understand your legal obligations as a listed company and know how to best mitigate your liability risks.
Advestra
- Swiss Law Advisory, IPO Legal Readiness, Liability Mitigation, Document Drafting, Management Training
- Client Coverage: Fast-growing SMEs, mature SMEs, large corporations
- Industry Coverage: All
Homburger
- Swiss Law Advisory, IPO Legal Readiness, Liability Mitigation, Document Drafting, Management Training
- Client Coverage: Fast-growing SMEs, mature SMEs, large corporations
- Industry Coverage: All
MLL Meyerlustenberger Lachenal Froriep
- Swiss Law Advisory, IPO Legal Readiness, Liability Mitigation, Document Drafting, Management Training
- Client Coverage: Fast-growing SMEs, mature SMEs, large corporations
- Industry Coverage: All, with focus on financial services, real estate, industrial manufacturing and the technology sector
Walder Wyss
- Swiss Law Advisory, IPO Legal Readiness, Liability Mitigation, Document Drafting, Management Training
- Client Coverage: Fast-growing SMEs, mature SMEs, large corporations
- Industry Coverage: All
IPO Guide & IPO Process
Precise strategy plan and checklist for going public on the Swiss stock exchange. Explained step by step.
Downloads
Focus Group Deep Dive
Life sciences companies enjoy the benefits of Europe's leading exchange.
Your can take your family business one step further - with a listing on the Swiss Stock Exchange.
Downloads
Services for Listed Companies
Get more out of public markets by enhancing your relationship with investors, supporting your liquidity, and knowing how to best fulfill your regulatory obligations.
- Get all your questions answered. Don't waste your time browsing the Internet for answers.
- Find out how to get the most out of public markets.
- Learn about new regulations and market conditions that affect you.
Customized Personal Support
We regularly host expert speakers to give advice and insights on a range of issues.
SIX Swiss Exchange – Learning Platform for Investor Relations Officers
Keep your knowledge up to date and find out what is required of you as a public company. Take advantage of our e-learning platform in the following areas: ad hoc reporting; corporate governance reporting; disclosure of shareholdings; disclosure of management transactions; insider trading.
SIX Swiss Exchange – Being Public Checklist
Concise overview of all your obligations as an issuer on the Swiss stock exchange.
SIX Swiss Exchange - Investor Relations Handbook
Extensive guide to everything you need to know as an issuer at SIX Swiss Exchange.
- Stay abreast of all developments relevant to public markets and plan ahead.
- Grow your network. Stay ahead by maintaining a close relationship with your peers and key stakeholders.
SIX Swiss Exchange – IR Conference
Our key event wrapping up the most pertinent information relevant to listed companies, providing you with insights and helping you grow your network and stay ahead. Scope: open to all listed companies.
SIX Swiss Exchange – Food for Thought
Get insights from expert speakers and grow your network to stay ahead. Scope: open to all listed companies.
SIX Swiss Exchange – Best-in-Class
Get insights from expert speakers and grow your network to stay ahead. Scope: open to all listed companies.
CCR Roundtable
The CCR Roundtable promotes the exchange of practical experience, provides insights into the approaches of international experts and supports peer learning. Our central goal is to provide our corporate members with hands-on support in developing their individual solutions.
Investora
SIX partners with this annual SME investor conference in Zurich to connect the top management of listed companies with small- and mid-cap investors. Scope: open to all listed companies.
Annual Report Symposium
The Annual Report Symposium is hosted by the Center for Corporate Reporting (CCR) and each year brings together more than 300 decision-makers, practitioners and experts in corporate reporting.
- Enhance your visibility with investors, analysts and the media.
- Boost your presence in the market to help you to be seen and heard.
- Reveal your strengths.
SIX Swiss Exchange - Stage Program
Featuring Baader Helvea, UBS, Zürcher Kantonalbank, Finanz und Wirtschaft and SIX. This program lets you increase your visibility among essential capital market stakeholders through services such as research coverage and factsheet creation.
SIX Swiss Exchange - Bridge
Our consolidated calendar aggregating corporate events across issuers. Let investors know about your upcoming events.
Investora
SIX partners with this annual investor conference in Zurich to connect the top management of listed companies with small- and mid-cap investors.
Research Coverage
- Boost your visibility in the market.
- Get covered by professional researchers – many investors only consider companies that have research coverage when they make their investment decisions.
- Help investors to conveniently access relevant information, reveal your strengths, and credibly reinforce your commitment to transparency by subjecting yourself to additional scrutiny in the future.
Fully-Fledged Research Reports
Stage
- Company Data, Company Evaluation & Outlook, Investment Case, Proprietary Distribution Channel, Analyst Access
- Client Coverage: fast-growing SMEs, mature SMEs
- Industry Coverage: all
Kepler Cheuvreux
- Company data, Company Evaluation & Outlook, Investment Case, Proprietary Distribution Channel, Public Distribution, Analyst Access
- Client Coverage: fast-growing SMEs, mature SMEs
- Industry Coverage: all
Octavian
- Company Data, Company Evaluation & Outlook, Investment Case, Proprietary Distribution Channel
- Client Coverage: fast-growing SMEs, mature SMEs, large Corporations
- Industry Coverage: all, specialized in healthcare, industrials and financial services
Research Partners
- Company Data, Company Evaluation & Outlook, Investment Case, Proprietary Distribution Channel, Public Distribution, Analyst Access
- Client Coverage: fast-growing SMEs, mature SMEs, large Corporations
- Industry Coverage: all
Concise Deep-Dives
Helvetische Bank
- Company Data, Company Evaluation & Outlook, Proprietary Distribution Channel, Public Distribution, Analyst Access
- Client Coverage: fast-growing SMEs, mature SMEs
- Industry Coverage: all except biotech; specialized in industrial sectors
Liquidity-Provisioning Contracts (Market-Making Contracts)
- Ensure that investors can always sell and buy your shares at a price that reflects current market conditions.
- Increase the liquidity of your shares, narrow the bid-ask spread, and reduce the number of trading stops.
- Mandate a securities dealer to provide bid and ask prices.
Baader Bank
- Buy-Sell Prices, Reporting, Trader Access
- Client Coverage: fast-growing SMEs, mature SMEs, large Corporations
- Industry Coverage: all
Kepler Cheuvreux
- Buy-Sell Prices, Reporting, Trader Access
- Client Coverage: fast-growing SMEs, mature SMEs, large Corporations
- Industry Coverage: all
Zürcher Kantonalbank
- Buy-Sell Prices, Reporting, Trader Access
- Client Coverage: fast-growing SMEs, mature SMEs, large Corporations
- Industry Coverage: all
Investor Communication
- Enhance your visibility with investors, analysts and the media.
- Boost your presence in the market to help you to be seen and heard.
- Reveal your strengths.
IR Agencies
- Develop and implement your company’s corporate communication strategy successfully.
- Build high-quality relations with investors, media and the public.
- Define and establish concepts for specific communications activities.
cometris
- With experience from various IPOs and other capital market transactions and M&As, we understand IR as a means of regulated marketing
- Strategic and operative communications consulting as well as implementation in the interest of our clients. Hands-on
- Experienced in working with banks, lawyers, accountants and other experts and partners at home and abroad
- Understanding of economic contexts, entrepreneurial challenges and media landscape conditions
- Founding member of GIRAS (Swiss Society of Investor Relations Agencies)
Dynamics Group
- Strategic consulting: equity story development, communication strategy in the capital market, positioning of company and management, capital market-oriented media relations, “ear to the market”
- IR management: investor targeting, investor meetings and roadshows, investor and analyst conferences, external IR office
- IR tools and channels: presentations, IR websites, annual reports, investor handbooks, general meetings
- Transactions: IPO, mergers & acquisitions, capital increases, spin-offs, take-over defense, private equity transactions
- Special situations: defense against activist shareholders, proxy fights, crisis management
FS Parker
- Strategy: strategic consulting, communication strategy, positioning of company and management, brand communication
- Business model/value creation model: concept and development
- Conferences and meetings: investor meetings, investor and analyst conferences, annual general meetings
- IR touchpoints: presentations/C-level decks, websites, annual reports, investor handbooks
Hirzel.Neef.Schmid.Counselors
- Communication advice and support for capital market processes (M&A, refinancing, IPO, RTO)
- Advice on shareholder activism, proxy fights
- Strategic advice and implementation of dedicated IR programs (presentations, roadshows etc.)
- IR targeting
IRF Reputation
- Investor relations: analysis and implementation of IR concept, sharpening equity stories, roadshows
- Communication of financial results: integrated reporting, messaging, presentations, Q&As
- National and international transactions: IPOs, M&A, spin-offs, going private
- Annual reports: overall coordination, concept and content
- Best practice analyses and recommendations: annual reports, value reporting, remuneration reports, sustainability reports, etc.
LUTZ Public Relations
- Lutz PR advises and supports clients in developing and implementing their communication strategy
- Our track record includes IPOs, M&A, corporate transactions, ad hoc publicity and regular reporting obligations for SMEs
- Industry Coverage: all
Tolxdorff Eicher
- Tolxdorff Eicher, founded in 2000, is a consulting firm specialized in investor relations
- We serve companies in various sectors listed on Swiss stock exchanges and some non-listed Swiss companies
- We develop tailor-made IR strategies and support clients in all aspects of their stock exchange listing
- We are specialists in IPO, M&A transactions, restructurings and special situations
- Our partners have many years of professional experience in IR, investment banking and in-depth knowledge of capital markets and media relations
Website & Social Media
- Develop a concept for your company’s digital communication and implement it.
- Efficiently manage your company’s IR website and social media accounts.
- Conceptualize, plan and implement campaigns on digital channels.
cometris
- We help you design your website so that investors and other stakeholders can quickly find the information that is relevant to them
- Support with website structuring, design, copywriting and maintenance
- Established partnerships for technical issues and programming
- For social media, we help you clarify the relevant target groups and their channels, support you in creating publication guidelines, in editorial planning, in editorial implementation and in reacting to critical situations
EQS Group
- Offer your investors added value through professional online communication with the use of industry-leading tools and deliver interactive experiences
- All our tools work as stand-alone solutions that your team can implement on your website
- You can also place the complete care of your IR website in our hands to get a complete IR website featuring a full package of our tools
- Easy integration into your corporate website by reproducing your existing corporate branding
FS Parker
- Reporting assessment: analysis and development of target group optimized strategies and best practice analysis
- Conception, design, development and implementation of websites (IR, reporting)
- Structuring and development of content and management of the channels
IRF Reputation
- Development and implementation of concepts for digital communication as part of corporate communications
- Conception and implementation of specific campaigns on digital channels, especially for events and conferences
- Identification of influencers / influencer mapping
- Issue management on digital platforms
- Social media monitoring as well as setting up and maintaining your own blogs
PETRANIX
- Conception and design of websites (IR, reporting)
- Design and preparation of visual elements (images, graphics, fact sheets)
- Best Practice analysis
Steiner Communications
- Development and implementation of IR and corporate websites
- Analysis and development of target group optimized strategies
- Structuring and development of content and management of the channels
Corporate Reporting
- Develop a concept for and create your company’s annual, sustainability or integrated report.
- Capture your company’s essence with a unique design while fulfilling all regulatory requirements.
Center for Corporate Reporting (CCR)
- The CCR categorizes the constantly changing requirements of stakeholders by anticipating and evaluating trends, conducting research on topic-specific questions and offering an unbiased second opinion for corporate members
- The CCR conducts analyses of annual and sustainability reports and formulates concrete recommendations for action and potential for improvement - based on the increasingly diverse stakeholder needs
- The CCR has accompanied numerous companies on their way to an integrated report
cometris
- Content concepts and support in the implementation of the content for various reports and brochures
- Ghostwriting of reports from Board of Directors and Executive Board
- Editorial support for business, regulatory and marketing-related content
- Design concepts and creative implementation for electronic and print reports
Dynamics Group
- Best Practice and benchmarking analysis
- Overall concept, storyline und definition of topics based on the target positioning of the company, detailed structure of content
- Information research (desk research, interviews with company representatives) and text editing
- Project coordination
- Visual concept, design and pre-press
FS Parker
- Development and implementation of communication strategy
- Conception, design, development and realisation of Integrated Reports and Annual Reports
- Structuring and development of content
Hirzel.Neef.Schmid.Counselors
- Development and implementation of communication strategies
- Strategic advice and support for all reporting activities (messaging, reports, presentations)
- Media and presentation training
IRF Reputation
- Communication of financial results: messaging, presentations, Q&As, etc.
- Annual reports: overall coordination, concept, and content
- Sustainability/ESG reports: overall coordination, concept, and content
- Integrated reporting
- Best practice analyses and recommendations: annual reports, value reporting, remuneration reports, sustainability reports, etc.
PETRANIX
- Consulting, conception, design and preparation of corporate reports incl. project management/lead
- Development of text and story boards
- Benchmark analysis on various aspects of corporate reporting, e.g. management report, CEO letter, value reporting
- Consulting on current policies, guidelines and standards e.g. TCFD, GRI, Integrated Reporting, ESG
Steiner Communications
- Development of communication strategies
- Conception and development of Integrated Reports and Annual Reports
- Structuring and development of content
SWIPRA Services
- Tailor your ESG and compensation reporting towards your stakeholders and develop targeted communication tools
- Integration of the ESG and compensation reporting, taking into consideration your individual needs, shareholder and other stakeholder expectations, Swiss legal requirements and developments in international regulation
- Develop a reporting that is meaningful to the outside and reflective of your individual case
Tolxdorff Eicher
- Conception and realization of annual reports, interim reports and summaries thereof
- Preparation of shareholder letters, management reports, corporate governance reports, compensation reports
- Preparation of ad-hoc media releases
- Preparation of investor presentations
- Regulatory reporting to SER on behalf of our clients
Webcasts & Teleconferences
- Host interactive webinars and events for virtual and in-person audiences.
- Effectively convey your company's message to your target audience, wherever they may be.
Chorus Call
- Chorus Call’s Webcast and Teleconferencing services are tailored to Investor Relations calls and announcements
- Broaden your audience, deliver HD audio and video to the web in conjunction with your Conference or Teleconference
- Communicating via the web is a powerful way to ensure your message reaches as many people as possible in cost-effective high-tech distribution
- Our premium assistance and top of the line platforms allow you to exert the most out of every event
EQS Group
- Proactive and transparent communication to existing and potential investors
- Audio Webcasts: an integral part of every IR strategy with easy access, active participation, live or on-demand
- Video Webcasts: setting standards in your investor communication
GroupConsulter
- Our offer: high quality and flexible video conferencing and streaming platforms including on-site production
- Hosted on servers in Switzerland
- Individual branding and different security levels possible
- Areas of application: press conferences, general meetings and hearings
Annual General Meeting (virtual)
- Hold your company’s annual general meeting in a hybrid or virtual manner while meeting all legal requirements.
- Broadcast your company’s entire annual general meeting with an audio or video webcast.
- Ensure digital voting and proxy authorization.
Chorus Call
- Deliver top of the line interaction and keep your shareholders close to you using our Virtual Annual General Meeting services
- Reach your peers in every corner of the world and gather important feedback through our LiveFeedback and VideoQ&A services
- Personalized customization and branding of your pages on our platforms
- Full administration and professional support provided by our experts, to make sure only invited people can attend
- Maximum confidentiality, protection and processing of your data. It all stays in Switzerland
Computershare
- Using Computershare’s reliable tried-and-tested wireless voting system, shareholders can vote electronically on all agenda items
- On our platform, shareholders get access to content and additional information about the company – questions and comments (Q&A) can also be submitted
- In addition, we offer the possibility to integrate a webcast in the virtual general meeting
EQS Group
- Hold your annual general meeting completely digitally
- Meet all legal requirements
- Digital voting and proxy authorization (optionally also by postal vote)
- Video and audio broadcast of the entire AGM
- Online Q&A tool, for shareholder questions also during the annual general meeting (optional)
FS Parker
- Conception and realisation of annual general meeting – physical, digital or hybrid
- Conception, design and realisation of C-Level Decks
- Video and audio broadcast of the entire AGM
- Online Q&A tool, for shareholder questions also during the annual general meeting
GroupConsulter
- Our offer: secure and proven online platform for virtual and hybrid GMs including on-site production
- Online and live voting
- Integration of written and online instructions
- Including streaming via CH server and virtual speaker counters
- Developed and hosted in Switzerland
Annual General Meeting (physical)
- Organize and hold your company’s annual general meeting efficiently.
- Manage invitation and registration processes securely.
- Ensure a smooth execution of the voting process.
Computershare
- When organizing the general meeting, Computershare supports issuers individually and tailored to their needs: from the planning of activities and to the printing and timely dispatch of documents in compliance with statutory deadlines
- Using our proven and reliable wireless radio system and the electronic remote voting system (VegüV-compliant), voting instructions are processed electronically – we also take care of the administration of proxies and the preparation of evaluations
- Computershare also organizes the electronic admission control and manages the shareholders' desk and the accounting office
FS Parker
- Conception and realisation of annual general meeting – physical, digital or hybrid
- Conception, design and realisation of C-Level Decks
- Video and audio broadcast of the entire AGM
- Online Q&A tool, for shareholder questions also during the annual general meeting
GroupConsulter
- Complete range of services and solutions for your annual general and delegates‘ meeting
- From invitation to access control and live voting
- Proven solutions for written and online instructions
- Over 15 years of experience in supporting general meetings
Tolxdorff Eicher
- Support in the organization of general and extraordinary shareholders’ meetings
- Support in writing the invitation to the shareholders’ meetings
- Preparation of the AGM presentation and speeches and coordination with the legal advisors of the AGM
- Ensure that ad hoc rules are followed during the AGM and preparation of the media release with the AGM results
- Ensure that all necessary stock exchange reporting requirements are met in a timely manner
Miscellaneous
- Optimize the management of your relationships with investors, analysts and the media.
- Ensure that your communication is reliable, trustworthy and consistent.
strique
- Data science solutions and quantitative reporting tools for process optimization and quality assurance in the field of ad hoc publicity including the assessment of share price-sensitive events, benchmarking with peers, keeping track over time, and monitoring best practices for investor communications
- Training, workshops, and advisory
- Client Coverage: All listed companies
- Industry Coverage: All
Investor ID & Targeting
- Manage your company’s share register efficiently and in compliance with the respective legal requirements.
- Get to know your company’s shareholders.
- Find the gaps in your company’s investor base, identify potential new investors and engage with them.
Shareholder Identification
- Know and understand your company’s shareholders, thereby ensuring the desired transparency in your shareholder base.
- Manage your company’s share register efficiently.
Computershare
- Computershare is one of the leading providers in the share register business in Switzerland and offers the full range of services for registered shares
- Our experienced experts take care of all aspects of register management for issuers – from provision of the IT infrastructure to the recording, administration and maintenance of shareholder data as well as targeted shareholder communications
- Computershare manages the share register in compliance with the respective legal requirements and in accordance with the issuer’s statutory guidelines
Devigus
- The management of the share register can either be taken over completely by us (business process outsourcing), run on our servers and operated by our clients (application service providing, also known as Saas) or be managed "in-house" by the clients themselves
- As a clearing house partner of SIX Group, we ensure that all transactions relevant to the share register are processed in accordance with the SIS share register system
- The basis for this is our Data Service, which is connected to the SECOM banking network via a fail-safe connection
Segetis
- Manage your share register with Sharelog, a high-performance share register software, which is based on ultra-modern technological standards and is regularly updated
- All modules of the software are fully integrated and allow you to work without an interface
- Sharelog has an electronic connection to SIX SIS and supports AREG data
- We manage your shareholder data, make registrations and deregistrations, take care of all bank-related issues and offer extensive reporting
Investor Targeting
- Identify gaps in your company’s investor base.
- Identify and engage with potential new investors.
Dynamics Group
- Investor analysis: by analyzing a company's shareholder base and comparing it with peer group companies, Dynamics Group identifies potential investors who are fundamentally interested in the sector and type of company, but who are not yet invested or are underweighted in it
- Investor selection: Dynamics Group develops a longlist of potential investors that can be targeted within the scope of investor relations
- The analysis is done based on external and proprietary databases
EQS Group
- Investor structure: the Investors module provides information on your existing investors
- Peer Groups: research who has invested in your peers in order to identify potential future investors
- Investor evaluation: evaluate the quality and potential of investors based on data. This enables you to identify relevant investors and manage activities and resources according to your needs
Tolxdorff Eicher
- IR SWOT analysis
- Perception studies and analysis
- Investor base evaluation and targeting of new investors
- Investor networking
ESG Services for Companies
Incorporate ESG into your company’s strategy, everyday business and corporate communications and generate value for your company, the environment and society as a whole.
- Identify opportunities and risks arising from ESG for your company.
- Develop an ESG strategy for your company and implement it.
- Identify the right ESG frameworks and standards for your ESG reporting.
CCR
- The CCR has a comprehensive knowledge collection on the subject of ESG, which is continuously updated and reflects international developments
- This allows the CCR to respond quickly to individual questions, which typically revolve around the following areas: global drivers, key players such as capital markets, regulators, standards and frameworks, raters and ratings, customers, employees
- The CCR formulates concrete and individual recommendations for action
ELEVATE
- Identification and understanding of ESG issues and investors’ expectations
- Reaching sustainability-related compliance by e.g. benchmarking and gap analyses against the requirements of frameworks (e.g. EU Taxonomy, TCFD) and within sectors
- Development of forward-looking sustainability strategies: materiality assessment (impact analysis, double materiality), risk-identification, targets (incl. SBTi) and ambitions, indicators/KPI and measures; Integrating ESG into company strategy
- Stakeholder involvement (internal and external)
- Development of policies, guidelines, codes of conduct, governance systems etc.
engageability
- Formulation of sustainability targets and measures based on recognized standards
- Sustainability strategy development based on trends, material topics and stakeholder views
- Development of materiality matrices as baseline for sustainability reporting
- Communication strategies for sustainability related content
PETRANIX
- Advice on strategic and conceptual approaches to sustainability reporting
- Advice on the integration of sustainability into the strategy and overall value creation
- Implementation of ESG frameworks (e.g. GRI, SDGs, TCFD)
- Stakeholder engagement and materiality analysis
- Consulting on current policies, regulatory requirements and reporting standards
SEIF
- SEIF offers impact consulting services for clients who would like to further integrate impact in their strategy or would like to understand the impact potential of solutions
- SEIF advises on the integration of impact strategies, its communication and how firms can realize, scale and deepen their impact
- The approach ensures the integration into further impact management and indicator systems such as the Impact Management Project and IRIS
Steiner Communications
- Development of customized sustainability strategies in line with the corporate strategy
- Definition and prioritization of the stakeholders and their requirements
- Audit of the existing ESG portfolio (environmental, social, governance)
Sustainserv
- The core of ESG is a materiality assessment – We help you plan and execute it, setting the agenda of your ESG management and reporting
- We help companies comply with regulations, e.g. the RBI counter-proposal or the EU CSRD — signaling sustainability, improving institutional reach
- We work with you on ways to improve your ESG ratings and support you in contacting rating agencies
SWIPRA Services
- Support in identifying and describing the key risks and opportunities arising from ESG for your company in order to develop an understanding for the key non-financial factors driving your business
- Support in understanding the impact of key regulatory developments as well as shareholder initiatives relevant for the company
- Workshops and advice to the board and its committees on ESG integration with a view to long-term value creation
- Identify the right ESG frameworks and standards for your ESG reporting and implement them successfully.
- Take your sustainability report to the next level and integrate it into your company's annual report.
CCR
- The CCR has a comprehensive knowledge collection on the subject of ESG, which is continuously updated and reflects international developments
- This allows the CCR to respond quickly to individual questions, which typically revolve around the following areas: global drivers, key players such as capital markets, regulators, standards and frameworks, raters and ratings, customers, employees
- The CCR formulates concrete and individual recommendations for action
Datamaran
- Ensure your disclosure reflects consistency between your corporate strategy and ESG priorities with data-backed insights into 400+ ESG risks
- Generate quarterly monitoring updates to proactively track how the ESG landscape evolves
- Strategically prepare for your next reporting cycles
Dynamics Group
- Full service to realize ESG reports
- Dynamics Group offers sound capital market know-how combined with comprehensive ESG expertise through our partner
- Reporting framework based on globally accepted standards (GRI, SDG, DJSI, SASB and GRESB)
ELEVATE
- Advisory on how to present companies’ sustainability performance transparently in standalone or integrated reports
- Reporting approaches compliant with selected standards or requirements, e.g. GRI, IR, SASB, SDG, UNGC, NFRD/CSRD and TCFD
- Definition of impact-oriented, meaningful and comparable KPIs; integrating financial and non-financial information
- Support with data/information collection, e.g. templates and interviews and editorial drafting of report content
- Review of reports with respect to compliance with external requirements, e.g. regulation, frameworks/ standards
engageability
- Creation of sustainability reports
- Review of sustainability reports based on recognized standards
- Analysis and recommendations of sustainability reports based on Focused Reporting
IRF Reputation
- Sustainability reports/environmental reports: overall coordination, concept and content
- Advice on the integration of ESG topics in communications and positioning
- Best practice and benchmark analyses
- Support in the step-by-step expansion of sustainability reporting, support/overall project management for the development of internal processes and data collections
- Support in initiating internationally established standards and initiatives like Global Reporting Initiative GRI, Sustainability Accounting Standards Board SASB, UN Global Compact UNGC, Sustainable Development Goals SDGs, Task Force on Climate-Related Financial Disclosures TCFD, etc.
PETRANIX
- Conception and design of sustainability reporting and integration into the Corporate Reporting (print and online)
- Preparation of ESG reporting incl. project management/lead
- Company specific mapping- and GAP analysis
Steiner Communications
- Conception of sustainability reports taking into account factors like company size, competition environment, the aspired reporting standard and internal resources
- Consultancy and coordination with experts
- Implementation and quality assurance
Sustainserv
- We facilitate the inclusion of your non-financial information in your corporate reporting – as integrated reports, separate nonfinancial/sustainability reports, or data sheets for analysts
- GRI, SASB, UNGC, SDG – we are your experts, your certified partners (GRI), supporting you with ESG reporting according to generally accepted ESG standards, frameworks, and concepts
- Technical ESG reporting is on the rise – CDP, TCFD, SBT, sector-specific frameworks such as PRI/PRB for financials, or GRESB for real estate are our core competencies
SWIPRA Services
- Close collaboration with the company and its board to develop messaging of the company’s ESG perspective towards its stakeholders
- Support in structuring and aligning the messaging across the different levels of dialogue with shareholders and stakeholders
- Assessment of how CSR is integrated in current strategy and incentive schemes and how disclosure can be improved to enhance understanding and acceptance by stakeholders and the public
- Identify, assess and manage the ESG risks relevant to your company.
- Integrate ESG into your company's risk management.
Datamaran
- Conduct a dynamic materiality analysis – compliant with new regulations including Double Materiality
- Update your risk analysis with deeper strategic insights into material ESG risks and opportunities based on peer benchmarks, regulatory developments and media trends
- Automated gap analysis and deep diagnostics of material risks and opportunities, including peer benchmarks to understand best practices
- Generate quarterly monitoring updates to proactively track how the ESG landscape evolves
ELEVATE
- Data-based supply chain intelligence platform EiQ, enables companies to manage their value chains responsibly
- Identifying and assessing risks and impacts in supply chains, identification of salient issues
- Conducting human rights and environmental due diligence (HRDD, HREDD)
- Development of guidelines, codes of conduct and purchasing practices
- Establishing supplier development programs (on-site and digital) and conducting trainings for procurement officers and suppliers (in person and via eLearning)
Sustainserv
- Practicing ESG increasingly requires companies to embed ESG in core functions such as strategy and risk management – We facilitate this process with you
- We are your specialists in TCFD, which requires companies to link climate protection and change with governance, strategy, and risk management through assessing physical and transitory risk
- We support you in assessing your ESG risks and help you understand how physical and transitory climate risks enter and change your conventional risk landscape
SWIPRA Services
- Risk assessment of governance structures with a particular focus on CSR
- Identify CSR and governance vulnerabilities
- Building an integrated CSR and governance framework
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