INDEX 187investor relations – continuedtools, 51–5, 118–52see also organizationissuer, 1, 12, 16, 20, 38, 40, 48, 52, 60–4, 67–9,73, 79–83, 86, 110, 129, 131, 141, 165, 172jargon, 91job description, 42, 44, 139journalist, 124, 136, 177, see also media; presskey performance indicator, 105, 107kitinformation kit, 9press kit, 13, 131labor dispute, 60language, 12, 14, 34, 41, 69, 100–3, 108, 122,129, 132, 140, 146, 152, 177legal department, 70, 91, 93, 116legal obligation, 2, 10, 17, 24, 29, 34, 45, 56, 63,65, 67, 70, 109, 116, 119legal requirements, 58–70, see also regulation;regulatory change; regulatory requirementlegislation, 66leverage, 39, 87limited partner (LP), 20listing, 1, 2, 4, 7, 18, 30, 53, 70, 72, 93, 163, 182,see also going-public; initial public offeringlobbying, 35, 73lock-up, 18logistics, 12, 13, 40, 44, 137, 138, 141–3, 149,158, 179logo, 13, 63long term, 2, 6, 30, 39, 54, 57, 87, 92, 111, 119,168loyalty, 5, 75, 79, 85, 153macroeconomic, 3, 72, 84, 103, 110, 150mailing, 10, 56, 82, 98, 129, 153mailing list, 10, 129maintenance, 46, 48, 55, 62, 83, 103, 119management, 1, 3, 8, 9, 11, 24, 27–9, 31–3, 35,39–50, 54, 57, 59–61, 66, 70, 76, 82, 85–90,93, 101–11, 115–18, 120, 139–47, 153–7,160–9, 170, 174, 176, 179, see alsocompensation; senior managementmanager, 17, 38, 44, 88, 138, 142market authorities, 13, 29, 33, 58, 63, 68, 70, 99,102, 104, 108, 110, 154, 157market capitalization, 5, 30, 36, 71, 86, 87, 172market expectations, 30, 57, 78market intelligence, 9, 29, 33, 44, 48, 83market share, 75, 104, 128, 137marketing, 9–12, 15, 20, 26, 32, 38, 41, 52, 82,86, 123, 127, 138, 158, 162, 174material information, 91measurable, 4, 24, 169measurement, 18, 26, 161, 169media, 2, 4, 8, 11–14, 20, 25, 43, 47, 64, 67, 72,126, 129, 131, 155–7, 166, 182, see alsoblog; coveragemedia relations, 20, 32, 37, 42media trainer, 12medium-sized companies, 4, 32, 37, 43, 46, 48,58, 72meeting, 72, 81, 83, 85, 89–91, 98, 116, 120,133–6, 139, 145, 148, 159, 163, 173, 179,see also annual general meting; one-to-one,roadshowmergers and acquisitions (M&A), 59, 115message, 5, 10, 12, 14–18, 21, 28, 33–5, 41–9,54, 71–4, 91, 100–18, 120–2, 135, 140–2,145, 156, 165microeconomic, 3model, 6, 33, 118, 124, 143, see also analyst;business model; valuationmutual fund, 37, 82nationalization, 60, 154net income, 110, 120, 182news, 25, 64, 98, 107, 155bad news, 25, 54, 92, 101, 155good news, 101news agencies, 37, 63news flow, 5, 72, 91, 111, 149see also coveragenewspapers, 4, 37nondeal roadshow, 137nonfinancial information, 72nonresident, 169objective, 3, 9, 11, 25, 32, 52, 71, 75, 101, 105,107, 109–13, 142, 150, 160, 165, 171, seealso guidance; outlookobligation, 17, 80, 112offering, 3, 13, 30, 78, 136, see also initial publicoffering (IPO)one-to-one, 39, 135, 141, 163online investor relations, 124, 152online shareholder communications, 153open day, 141, 147operating expenses, 73operating income, 53, 73, 105, 112, 182operations, 1, 31, 33, 42, 66, 74, 93, 110, 115,120, 133, 138, 173, 182organization, 21, 58, 66, 72, 101, 116, 126, 134,149, 155, 173–5, 179outlook, 7, 54, 66, 72, 93, 108–12, 120, 133, 144,165, 173, 175, see also guidanceoutsource, 16, 20, 41, 48ownership, 31, 47, 50, 80, 85, 90, 134, see alsoshare, share ownership
188INDEXpayout ratio, 86, 105pedagogy, 118, see also educationpeer company, 13peer group, 9, 172peers, 98, 123, 146pension fund, 37, 86perception, 5, 10, 27, 39, 47, 121, 173perception audit, study, 15, 39, 48, 54, 165performance, 6, 20, 34, 37, 101, 104–13, 134,171, 173performance metrics, indicators, 9, 57, 72, 98,107, 144, 160, see also key performanceindicatorphilanthropy, 117planning, 7, 14, 32, 46, 105, 132, 139, 142, 155portfolio, 4, 51, 58, 82, 88, 118, 162portfolio manager, 20, 36, 42, 49, 51, 88, 101,106, 133positioning, 12, 20, 29, 49, 103, 128post-IPO, 7, 8, 23, see also aftermarketpreannouncement, 112, see also profit warningpresentation, 13, 19, 27, 41, 43, 86, 104, 112,121, 131, 140, 145, 159, 174, see alsoearningspress, 10, 28, 32, 63, 90, 115, 131, 140press conference, 8, 10, 132press relations, 74, 91, 126, 131, 136, 156press release, 13, 37, 43, 61, 75, 91–3, 99, 100,111, 119–21, 125, 138, 145–9, 159, 160,177see also agency; coverage; journalist; kit;mediaprice-sensitive, 75, 144price-sensitive information, 9, 31, 59–64, 111,123, 135, 146see also privileged informationprice target, 16, 54, 135print, 37, 64, 67, 119, 124, 130private company, 18private equity, 20private individual, 177private investor, shareholder, 1, 154, see alsoretailprivatization, 10privileged information, 29, 59, 61, 63, 136, seealso price-sensitiveproductivity, 5, 98, 119, 167professionalism, 2, 22, 99, 122, 134profile, 11, 141, 182profit warning, 112, 154profitability, 109, 115, 173prospectus, 18, 108, 114provider, 48, 139, see also agency; serviceproviderproxy, 56, 67, 81, 149, 150, 177public company, 4, 7, 10, 12, 34public relations, 9, 51publicity, 4publicly traded, 19, 67, 146Q&A, 12, 14, 17, 70, 116, 120, 132, 156Q&A bible, book, documents, 14, 54, 156Q&A session, 12, 17, 122, 132, 142qualitative, 108, 164, 166quantitative, 34, 87, 108, 115, 161, 164, 166quarterly, 8, 9, 17, 66, 73, 82, 92, 100, 173questionnaire, 140, 166quiet period, 99, 151rating, 16, 54, 71, 90, 117, 161, see also creditrating agencies, 38, 85, 90, 117ratio, 57, 106, 118recognition, 71recommendation, 15, 28, 36, 54, 64, 121, 135,149, 162, 178reconciliation, 106, 129registrar, 67, 79regulation, 54, 58, 100, 156regulatory change, 70, 123, 167regulatory requirement, 13, see also legalobligationremuneration, 36, 106, 114, 154, 171report, 31, 39, 56, 73, 75, 111, 117, 127–9, 147,149, 152, 177, see also annual reportreporting, 8, 9, 45, 50, 82, 93, 109, 112, 127,139, 143reporting obligations, 9reporting requirement, 8, 16reporting systems, 8, 23, 56, 66, 106reputation, 50, 70, 71, 87, 92, 101,127, 157corporate reputation, 2, 4, 37, 103, 131, seealso image; managementresearch, 9, 11, 14, 35, 53, 56, 89, 111, 121, 147,154equity research, 11, 18, 39, 137, 161research and development, 73, 101, 138resignation, 60resolution, 61, 81resource, 49, 51retailretail bank, 83retail investor, shareholder, 4, 6, 13, 32, 40–50,55, 67, 71, 81, 90, 131, 149retail ownership, 50retention, 53, 79, 153, 154, 162return on capital employed (ROCE), 114return on equity (ROE), 114return on investment (ROI), 18, 29, 52, 86, 169,171revenues, 17, 63, 103, 182reverse roadshow, 140
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IntroductionAll things being equal,
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CHAPTER 1Competing forCapitalBringi
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