Investor Relations

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IMPLEMENTING BEST PRACTICES IN INVESTOR RELATIONS 151The rules and responsibilities entailed by working in a publiccompany;The rules for employee behavior when it comes to communicating withreporters, family, friends, colleagues, and business contacts;The type and form of information disclosed to the public and at whatintervals;The principles presiding over the disclosure and dissemination of pricesensitiveinformation;Quiet periods;Blackout periods and insider-trading windows.The company may elect to post its disclosure policy on its corporateWeb site.3.6.22 The Shareholder GuideThis educational guide provides the following:A definition of technical, financial, and stock-market terms;A description of shareholder rights;A response to the most frequently asked questions about stock and dividendtaxation;A user’s manual for the stock market;A description of the company;Historical trends in the share price;The list and contact details of shareholder services (direct purchases,special meetings, information letters, and shareholder clubs andcommittees).It will exist as a printed document as well as one that can be downloadedfrom the company’s Web site.
152INVESTOR RELATIONS3.6.23 Corporate Social Responsibility ReportIn a majority of markets, publishing a CSR report is not a legally requireddocument (some specific disclosure may be mandatory in other documents,though), but increasingly, a strongly recommended one. It is targeted notonly to a wider audience that encompasses the investment community, butalso to key stakeholders such as customers, partners, governments, regulators,local communities, and employees.As previously discussed, socially responsible investors and sustainabilityfactors are playing a growing role in investment decision making.Therefore, CSR reports focus on the company’s values, its environment,workplace, diversity of employees, relationships with suppliers, and keycommunities.3.6.24 Fact SheetsA fact sheet (see Resources) is an attractively designed and presented onepagesnapshot of a company. It states the investment case and lays out keyfacts and figures and other statistics vital to the investment decision-makingprocess.This document is intended to be updated as often as needed, in orderto reflect any significant event (such as an acquisition or change in seniormanagement).3.6.25 Deploying Technological Innovationin Investor RelationsOnline Investor Relations is certainly gathering pace. When used intelligently,technological innovation can be a powerful tool for promoting acompany’s Investor Relations and differentiating it from the competition. Itcan help convey the image of a company that, at the same time, offers stateof-the-art,cutting-edge Investor Relations tools and transparency.The Internet enables firms to disseminate financial information throughan ever larger number of channels, including the following:Live broadcasts or rebroadcasts of public events like earnings presentations,AGMs, and analyst days, with sound, video or both, and possiblysimultaneous translation into a second language;Downloading of these files to personal digital assistants, hand-helddevices like latest generation mobile phones;Uploading of virtual site visits, roadshows, or conferences (“webinars”);
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INVESTOR RELATIONS
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Investor RelationsPrinciples and In
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ContentsList of IllustrationsIntrod
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CONTENTSvii3.3 Understanding Market
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CONTENTSix4 Measuring The Value Of
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IntroductionAll things being equal,
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INTRODUCTIONxiiion the primary mark
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CHAPTER 1Competing forCapitalBringi
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COMPETING FOR CAPITAL 3FoundersShar
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COMPETING FOR CAPITAL 5attract and
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COMPETING FOR CAPITAL 7OfferDemandS
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COMPETING FOR CAPITAL 9are robust e
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COMPETING FOR CAPITAL 11 Develop an
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COMPETING FOR CAPITAL 13image long
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COMPETING FOR CAPITAL 15ensure that
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COMPETING FOR CAPITAL 17The company
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COMPETING FOR CAPITAL 19will benefi
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COMPETING FOR CAPITAL 21Because deb
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COMPETING FOR CAPITAL 23Pre-IPOEsta
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SEVEN KEYS TO SUCCESSFUL INVESTOR R
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IMPLEMENTING BEST PRACTICES IN INVE
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SECOND QUARTERAPRIL MAY JUNES M T W
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FOURTH QUARTEROCTOBER NOVEMBER DECE
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Page 186 and 187: Resources6.1 The CEO Investor Relat
Page 188 and 189: RESOURCES 1736.3 Earnings Presentat
Page 190 and 191: RESOURCES 175Today’s investor day
Page 192 and 193: RESOURCES 1776.5 Investor Relations
Page 194 and 195: RESOURCES 179Your commitment to sen
Page 196 and 197: D-7 Audit committee meetingFinal ro
Page 198 and 199: Indexaccounting standards, 35, 57,
Page 200 and 201: INDEX 185disclosure, 2, 9, 11, 44,
Page 202 and 203: INDEX 187investor relations - conti
Page 204 and 205: INDEX 189risk, 4, 6, 38, 54, 72, 87
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Investor Relations

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