STRATEGIC INVESTOR RELATIONS
Before embarking on an IR program, we take the time to research investor perceptions so that we understand what drives current stock valuations. Once we have analyzed that data, we develop a strategy designed to address these drivers, deal with issues that have surfaced and change perceptions. Our strategy bridges the gap between a company's messages and the manner in which they are interpreted by investors. The tactical components of the program, including meetings, conference calls and press releases, work together to reinforce the strategy and communicate a consistent message. We help clients navigate the complexities of the changing environment making certain that they manage communications to stay within the boundaries of Reg FD and Sarbanes-Oxley. Clients also receive guidance on corporate governance issues, an area that is getting increasing scrutiny by investors.
The functions of a strategic program can be organized into three basic categories:
- Market Intelligence
- to develop knowledge and expertise on the capital markets, investment process, investor behavior, investor perceptions and attitudes toward the company, and to track progress in the communications process.
- Message and Information Development
- aimed at communicating the investment strengths, major factors and points of information important to the market that will help create fair value.
- Communications Vehicles
- namely, the best ones to use in getting the message and information to investors, analysts and brokers in the most effective manner.
The investor relations process is a two-way street:
- providing investors and other constituents with the complete story so the company can be well understood and fairly valued; and
- bringing back to management relevant information and opinions that exist among investors, analysts and other major constituents to help management focus on value creation.
IPO Support
China Division