Creating and Managing a World Class Investor Relations Strategy
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Investor relations is an art, not a science. Practitioners need to develop wide ranging skill-sets from financial presentation, to sound understanding of the financial markets, to strategic planning, and corporate practices such as the role of research, how to use communications channels and identifying existing shareholders. Meeting regulations is an essential element of IR, and understanding best practice, where there is often no guidance, is vital.
- Turning 'Theory' into 'Practice'?
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Having worked and consulted with many of the FTSE 100 companies, our specialist trainer shares experiences and practical solutions in investor relations. And given that there are no ‘right’ answers, with every company’s needs very different, the course is highly interactive, with case studies and moderated discussions between participants.
- Who should attend?
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This course is designed for Directors, Vice Presidents and Heads of Investor Relations, Investor Relations officers, Corporate Communicators, Financial PR and IR consultants, CFOs and Financial Directors as well as the Company Secretarial Staff.
- Key areas to be covered in the programme and documentation
Purpose, role and value of IR
• A definition The IR senior adviser on market behaviour and valuation investor relations
• Checklist: Fundamental IR Skills and Qualities
• Understand how the market values your company
• Building an IR strategyFundamentals
• Company structures- fundamentals of company law and practice and key requirements for directors
• Financial reporting calendar
• Corporate disclosure, reporting and the value of transparency
• Checklist: Developing internal disclosure procedures
• Gaining the full measure of your company’s intangible assets
• A governance frameworkThe investment market
• The market: an introduction
• The sell side and the buy side
• Trading practices
• Exchanges Corporate practicesResearch
• Importance of research as the foundation of investor relations; major components of market research
• The value of converging the communications functions
• Integrating the communications functionsFinancial results: the big event - results day
• Primary communications opportunities
• Major event: release of financial results
• Preparing the financial results release
• Dissecting the financial results releaseCommunications vehicles
• From 'research' reports and sponsored research to the annual reportPresentations and meetings
• Road shows, analyst meetings, site visits, one on one’s, retail investor conferences…Building relationships with the sell side
• Sell side research: an industry in the midst of changeBuilding relationships with the buy side
• Expanding your reach to the widest world of investorsDealing with the media
• Building a proactive media coverage programmeShareholder identification
• Why shareholder ID matters
• Proactive identification – from 212 to 793
• Reactive identification
• Synthetics
- Benefits to you
• Develop a world class IR Strategy and understand its full impact on your PR & IR practice
• Gain an insight into the day to day issues of managing an IR function
• Expand your reach to the widest world of investors
• Understand how the market values your company
• Gain the full measure of your company’s intangible assets
• Develop an appreciation of how analysts and fund managers operate, and an understanding of the different investment styles and portfolio strategies
• Understand strategies for communicating value, and dealing with crises and mergers and acquisitions whilst remaining within the regulations
- Companies already benefiting include:
Gain an insight into the day to day issues of managing an IR function.
- Duration of Course
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2 Day Course
- Course details
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Please contact our office at +444 203 002 3057 for any additional information about the course
- Looking to train larger teams in this subject?
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dzingim@marcusevansuk.comTailored in-house/in-company training courses and bespoke strategy workshops designed and delivered on-site throughout Europe according to your specific requirements.
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Enquire Now
- Quick Enquiry
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- Further information
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UK Enquiries: +44 (0) 203 002 3057
or dzingim@marcusevansuk.com
Non-UK Enquiries: +420 (0)2 5570 7246
or training@marcusevanscz.com
North American Enquiries: +1 312 540 3000 X6714 or emilyj@marcusevansch.com
dzingim@marcusevansuk.com - Marketing Manager EMEA - Professional Training
UK Enquiries: +44 (0)20 7647 2383 : salesenquiries@marcusevansuk.com
European Enquiries: +420 (0)2 5570 7246 : training@marcusevanscz.com
- Testimonials
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"This course will allow my company to develop its existing strategies to a much greater and hopefully profitable level."
Managing Director, Tarmac