Investor Relations - A Practical Guide - Investis

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The aim of this guide is to provide practical assistance to companies on investor relations by examining best practice and key principles that might be considered when developing an investor relations strategy. The guide collates a wealth of expertise and insight from a series of corporate advisers, quoted companies and investors, who have each provided their current thinking on a particular aspect of investor relations. Collectively, the guide addresses the definition of investor relations, what companies aim to derive from their investor relations activities, the range of stakeholders investor relations is aimed at and the advisers and tools available to companies that are planning to establish a successful investor relations strategy. The guide will be particularly relevant to management teams of both private companies who are considering a stock market flotation, as well as companies whose securities are admitted to the London Stock Exchange’s markets, such as AIM and the Main Market. We trust readers will find this guide to be a valuable resource on investor relations best practice. London Stock Exchange, March 2010
Contents Page 02 03 04 07 10 13 17 21 Contributors Preface Key Practicalities Section One: What Investor Relations is and who it is aimed at - Introduction to Investor Relations - Institutional Investors - Private Investors - Analysts - Media 27 29 32 38 40 Section Two: The Investor Relations team - Company Management - Registrar - Corporate Broker - Financial PR Firm - Investor Relations Consultancies 45 48 52 57 60 64 67 Section Three: Building the Investor Relations programme - Formulating the investment proposition - Meetings - Company Announcements - Annual Reports - Investor Relations Websites - Electronic Shareholder Communications: The Companies Act 2006 Contacts and Resources Contents 01
Page 1: Investor Relations A Practical Guid
Page 5 and 6: Preface Michael Mitchell, General M
Page 7: What Investor Relations is and who
Page 10 and 11: Liquidity One of the outcomes quote
Page 12 and 13: Institutional Investors Andrew Buch
Page 14 and 15: Institutional Investors A Fund Mana
Page 16 and 17: Liquidity is vitally important as i
Page 18 and 19: Members of the Association of Priva
Page 20 and 21: Because analysts normally differ in
Page 22 and 23: Company Sponsored/Paid-for Research
Page 24 and 25: Media Matrix: UK & International Pr
Page 26 and 27: 24 What Investor Relations is and w
Page 29 and 30: Company Management Paul Froud, Head
Page 31 and 32: Registrar Matthew Edmund, Business
Page 33 and 34: Proxy Solicitation - knowing who ha
Page 35 and 36: Description of a corporate broking
Page 37 and 38: Institutional investor access - org
Page 39 and 40: Market making In addition to develo
Page 41 and 42: Areas that financial PR agencies ad
Page 43 and 44: Sentiment studies Corporate governa
Page 45: Building the Investor Relations Pro
Page 48 and 49: Case study: Mears Group plc Bob Hol
Page 50 and 51: Meetings Heather Salmond, Managing
Page 52 and 53:
Round table debates and conferences
Page 54 and 55:
Company Announcements Charles Bond,
Page 56 and 57:
Determining whether a company has i
Page 58 and 59:
Any announcements should be true, a
Page 60 and 61:
Reviewing annual reports (both prin
Page 62 and 63:
Investor Relations Websites Al Loeh
Page 64 and 65:
Content The general rule on content
Page 66 and 67:
Electronic Shareholder Communicatio
Page 68 and 69:
Making the communication by website
Page 71 and 72:
Information in this publication is
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Investor Relations - A Practical Guide - Investis

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