Three Tips to Plan a Successful Virtual Investor Day Event

 Investor Day is perhaps the most important day for companies to present their strategy, outline short-term and long-term goals, and showcase the resilience of their management teams. On this day, a company holds a public meeting where presentations by the CEO and other VIPs are delivered in front of a live audience (that primarily consists of investors) and updates the public on the health and direction of the company.

As the world is quickly moving towards virtual formats, it is becoming a necessity for investor relations officers (IROs) to master the art of virtual investor day planning. While considering investors relations beratung will greatly help you, the following tips will help you plan a successful virtual investor day.

 

1.     Focus on following the fundamental rules

The fundamental rules that play a big role in executing the investor day planning smoothly include:

·        Understanding what investors want to know about your company and what will entice them to invest in your company

·        Drafting three to four key messages that you want to deliver to your potential investors

·        Delivering a well-researched and professional designed presentation that not only looks appealing but also makes it simpler for you to explain things and keeps the audience engaged

·        Providing an outlook that gives an insight into the company’s financial potential in the upcoming years

All these rules apply to both virtual and non-virtual investor day planning.

 

2.     Identify all those things that lead to distractions

Since you are preparing for the virtual investor day event, you must know that distractions are the biggest problem that you need to deal with. It is easier for investors to feel distracted or bored during a virtual meeting. So, it is important to ensure that your public meeting on investor day is an engaging one. You need to spice up the meeting the whole time so that investors don’t lose interest in what you want them to listen to. 

·        For that, you can cut down the time limit of your public meeting. Instead of conducting a four to five-hour meeting, try to keep your virtual event for about two hours.

·        Encourage everyone to keep their webcam on so that everybody can see other participants and be more willing to engage in the event.

·        Create a short and compelling presentation that directly discusses the core of issues investors want to know about.

·        Make your meeting more interesting by adding customer testimonials, product demos, or advanced screenings of new promotional videos

·        Incorporate fireside chats and panel discussions with industry leaders within your organization that will help solidify your company’s position further in the market.

 

3.     Plan your virtual investor day event well

To ensure that your virtual investor day event goes as smooth and amazing as possible, you will need to manage the digital logistics, such as finding the right technology partner, planning the recording, and handling the Q&A session. So, you need to figure out the requirements of your webcast’s platform, the relevant limitations, video-based speaker presentations, integration of pre-recorded content, streaming product or demo videos, hosting the live Q&A session, and more.

Lastly, you should practice a lot to get accustomed to the tools and platforms that you will be using for the virtual event and keep in mind other aspects such as your gestures, tone of your voice, and eye contact. 

Do you need more help to plan your virtual investor day event in a way that investors don’t forget about easily? If yes, think about seeking help from an investor relations beratung firm.

How Effective Investor Relations Can Make a Difference

Investor relation consists of finance, communication, and marketing effectively to control the exchange of information between a public company, its investors, and its stakeholders. Investors are an integral part of a company and they ensure success and growth. That’s why the company needs to maintain a strong and transparent relationship with them and this is where the investor relations department agencies come into play.

What are investor relations?

It is a division of business usually of a public company that provides investors with a brief of the company’s affairs. This helps the investors to make an informed decision about the investment in that particular company. The investor relations department requires integrating the company’s accounting department, legal department, and executive team.  

This post is here to help you understand investor relations in a much broader sense.

The goals of investor relations

·         To achieve the optimum share price as it reflects the fundamental value of the company

·         To represent the company’s status to the investors

·         To provide accurate financial information to the investors

·         To provide non-financial data to support the company’s valuation

·         To closely observe the rules of security commissions and stock exchange

·         Make the company aware of the investors’ feedback

Hiring an investor relations firm is not a cakewalk. So many things depend on the relationship you build with shareholders. That’s why you need to have total trust and confidence in your IR partner. The investor relations agencies vary from one another widely which makes the choice even more difficult. Finding the right IR agency takes time and research. Below are the questions that you need to ask from the shortlisted investor relations agencies to precisely choose the one that suits your needs:

Do they focus on investor relations?

So many firms include IR as one of their specialties. Given that, IR involves a slew of communications, PR companies often add it to their list. The companies consider it as the cost saver as they are getting PR and IR both for the price of one. However, the reality is that the PR companies focus only on their specialty which is PR and IR is very different from PR.

IR is an intricate field that involves finance policy, business strategy, and much more. The same way you look for a dentist when your toothaches, find the IR specialist when you want to manage your relationship with investors.

Do they have specific knowledge of your industry?

The Investor relations specialists often shift from one industry to another within a single day. It’s not unusual for them to work for technology in the morning and healthcare in the evening. Every industry involves different types of bankers, stakeholders, and investors. So, you require a firm that works with a knowledge-driven approach. They should have the time and resources to understand the dynamics that are important for a particular industry.

We are ending this post with the hope that you find it helpful. If you want to know more, get in touch with investor relations beratung experts.

Reasons to Build a Bridge Between IR and PR Department

A company that is publicly traded or preparing for an IPO generally has two separate communication departments: investor relations and public relations.

Public relations focus on reaching customers and financial analysts, while investor relations target investors and financial analysts. Both serve separate constituents, work under different mandates, and often report to several internal executives.

Investor communications are governed by tight guidelines. Analysts, institutional investors, investment bankers, and others rely on IR experts to communicate a company's business model, financials, and future expectations.

They are usually in close contact with the general counsel, the finance department, and the Chief Financial Officer.

Mistakes can violate securities law and result in several significant issues, including shareholder litigation.Meanwhile, the firm's public relations team is responsible for disseminating the company's story in different public forums, including the mainstream and trade media, trade exhibitions, and even within the company to coworkers.

As IR and PR serve separate audiences, have different goals, and report to other bosses, they typically work in silos and rarely interact.That's a mistake. These two departments share more commonalities than you might think, and savvy executives would search for ways to maximize their production.

Here are a few pointers to make investor relations and public relations work together to get better results.

1.   All of Your Business Units' Communications Should be Consistent. 

There has always been a need for businesses to convey a clear, concise, and consistent message. But now, in an age of information overload, it is even more vital than before.

Your story must be thoroughly developed and repeated often in order to penetrate and leave a lasting impression. Anything else is likely to cause uncertainty, if not outright disaster. 

2.   It is Inefficient to Fail to Collaborate.

Investor relations and public relations contribute to the success of the company. If they aren't cooperating, they are mostly duplicating each other's efforts to some degree. 

Furthermore, they're creating ideas and resources that could be used for many different purposes if only one side is aware of the other's activities.

3.   A Possible Solution. 

Some may believe that merging the IR and PR departments is the best way to address this problem.

In general, IR and PR professionals have diverse skill sets, and they each have their own vast tasks to manage. 

IR personnel aren't familiar with all of the media players with whom PR works, and the same is true for PR and the investment community.

4.   Both Jobs are Significant and Require Devoted Personnel.

Instead of consolidating, focus on increasing teamwork. An IR professional can bring your company's IR and PR workers together while dealing with clients. 

They might discuss the forthcoming calendar of events in a conference call or in-person meeting.

Final Thoughts 

One might make a persuasive case that IR and PR should be more of a top-down approach, beginning at the C-level. However, both groups are more bottom-up, with projects coming from lower levels of the organization.

In the meanwhile, consider bringing your investor relations and public relations teams together on a regular basis.

What are Institutional Investor Relations?

 An institutional investor is an organization or business department within an organization that sells and buys securities to earn commissions and other forms of preferential treatment. Institutional investors always look for profitable investment opportunities to generate a return on their investment. These investors are always being pursued investors relations (IR) department of a public company for different types of investment in business operations. IR provides an accurate account of company affairs related to its financial activities and market standing to let investors decide on whether or not to invest in a company. 

IR handles communication on behalf of the company to establish instructional investor relations and keep investors and other shareholders updated with the latest company affairs related to finance, transactions, accounting, and management. Institutional investors usually don’t take interest in micro-cap and smaller businesses because of insufficient shares available. It doesn’t allow them to easily buy and sell the ownership positions. It is why institutional investors are not available to smaller companies for investment in their businesses. 

There are many risks and challenges associated with institutional investor relations. When an institutional investor decides to purchase a company’s stock, it may soak up the majority of the ownership by investing in the majority of the shares available. It restricts the ability of other investors who want to invest in a company’s stocks. As institutional investors hold up the majority of the company, any decision made by them can affect the company’s stock placement, stock prices, stock transfers, and votes in the market. The real challenge that investor relation officers face is to determine whether an institutional investor is a short-term or long-term investor. 

To deal with these challenges and risks, every company has an investor relations (IR) department to manage information on company affairs to handle communication with existing shareholders and potential investors. It is more likely a sub-department of the PR department and specifically focuses on institutional investor relations. An investor relation officer primarily does the following jobs:

·         Investor Targeting

·         Working on disclosure requirements

·         Managing investment communities

·         Managing and monitoring investment sustainability

·         Working as a communication bridge between the company and investors

·         Providing financial information to investors

·         Providing non-financial data for company valuation

·         Observing rules for stock exchanges and security commissions

·         Building receptive capital markets

The IR pursues and targets institutional investors depending on their investment behavior and growth profiles. Investor relation officers typically rely on in-house analysis and advice to build institutional investor relations and investor targeting in a specific segment. If your organization doesn’t have an investor relations (IR) department, hire an investor relations company for your needs. It helps you manage your investor community, financial commitment, and corporate affairs professionally.