STRATEGIC INVESTOR RELATIONS
Before embarking on an IR program, we 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 stock drivers, deal with issues that have surfaced and focus on how to change misperceptions about the company.
Our strategy bridges the gap between a company's messages and the manner in which it is 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 communications stay within the boundaries of Reg FD and Sarbanes-Oxley. Clients also receive guidance on corporate governance issues, an area of increasing investor scrutiny.
The functions of a strategic program can be organized into three basic categories:
- Market Intelligence
- Developing 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
- Communicating the investment strengths, major factors and points of information important to the market that will help create fair value.
- Communications Vehicles
- Sending messages and information to investors, analysts and brokers using the most effective communications vehicles.
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 helping management focus on creating value by communicating relevant information and influencing the opinions of investors, analysts and other constituents.
AFA provides additional IR assistance through: