what is investor relations?
TRANSCRIPT
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Investor Relations
What it is, how it works, and what it takes to succeed in this
field.
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Our Background
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What is Investor Relations?
Investor relations: A strategic management responsibility required
for publicly-traded companies. Integrates finance, communication, marketing
and securities law compliance. Enables effective two-way communication
between a company, its shareholders and the financial community.
Contributes to achieving fair valuation for the company.
A form of marketing.
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IR Short Definition
The IR function provides company information to investors to help them make informed buy and sell
decisions.
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IR and The Law
Investor relations is tied to various legal regulations:
Requirements established by SEC. Wire service disclosure/stock exchange
notification. Insider trading. Accounting requirements.
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Who Handles IR?
The IR function can be handled by: An individual within a company
i.e. Director of Investor Relations A department within a company
i.e. Corporate Communications or Investor Relations
Supported by outside consultants Communications Legal
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Some of Our Clients
Some of the companies we work with on investor relations:
The Marcus Corporation (MCS) Badger Meter (BMI) Littelfuse (LFUS) Roadrunner Transportation Systems (RRTS)
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IR Audiences
IR activities primarily target: Individual investors Institutional investors/money managers Securities analysts
Secondary audiences for IR activities include: Employees Customers Communities
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What Does an IR Person Do?
Primary responsibilities for the IR person include: Developing an overall strategy. Setting goals and objectives. Developing key messages to support the
strategy. Overseeing IR program development and
execution. Providing feedback on the investor community to
management team.
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IR Communication Vehicles
News Releases
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IR Communication Vehicles
Conference Calls and
Webcasts
Fact Sheets
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IR Communication Vehicles
Annual Reports
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IR Communication Vehicles
Annual Meeting
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IR Communication Vehicles
IR Websites
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IR Communication Vehicles
Presentations
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IR Communication Vehicles
Media Relations
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Evaluating Success
The success of an IR program can be measured by:
Comparing key ratios with peer group, P/E ratio. The number of analysts following the company. The number of requests for information. Stock trading activity.
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The IR Skill Set
To be successful in the field of IR, you MUST have: Excellent writing and verbal communications
skills. Knowledge of accounting and financial terms. The ability to think strategically. An understanding of the stock market and how it
works. A marketing mindset.
You also have to be comfortable working closely with top management.
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IR – A Unique Combination of Business and
Communications.
Any questions?
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Thank You!