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July16webinarv4 090717092455-phpapp02

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  • Darrell HeapsCo-Founder & CEO, Q4 Web SystemsRecent talks:NIRI panel on evolution of disclosure – June 09CIRI panel on future of communications – June 09CICA research on trends in corporate reporting – July 09XBRL.US upcoming panel on XBRL rendering – July 09
  • 67 % of global online population use social networks and blogs“Social networking has become a fundamental part of the global online experience,” says John Burbank, CEO of Nielsen OnlineOne in every 11 minutes spent online is on a social network or blog. The biggest increase in visitors during 2008 to social networks and blogs globally came from the 35-49 year old age group (+11.3 million)
  • 75% of portfolio managers use weekly if not daily
  • Decrease in sell side analyst pushing coverage and equity research to the social webSo the question is where are these analysts going? And where is the new coverage?
  • Seeking Alpha 4M unique users/month - 25% are institutional investorsStock Twits has around 85,000 users and adding 500 a day. Linked to whale wisdom (example of how much data is available online) – stocktwits now available through bloomberg as well. Wikinvest – part of a new wave of contributor driven communities. New data platform is very impressive
  • Stock Twits on Bloomberg
  • Press ReleasesEventsReportsPresentations
  • This is another layer, does not replace using your website, RSS, Email alerts along with a newswire to distribute your news.
  • Control is critical to using the site strategically and embedding social content
  • This can be automated using a twitterfeed.com and your RSS Feeds
  • Q4’s platform is designed using best practices for IR websites. These best practices make it much easier to deploy leading edge investor sitesQ4 gives you complete control over the IR and corporate web site and has no design restrictions like templatesQ4 provides social sharing and the ability to embed and share content from all leading social media servicesWebsite disclosure records maintain detailed audit trail of the entire IR website, as companies move to N&A or website disclosure records are key element in managing riskQ4’s web platform is constantly evolving as the market changes, as such all of our clients websites continue to evolve automatically – ensuring our clients sites are always working hard and keeping our clients competitive

July16webinarv4 090717092455-phpapp02 July16webinarv4 090717092455-phpapp02 Presentation Transcript

  • Social Media and Investor Relations
    Trends, Best Practices and RecommendationsJuly 16, 2009
    Presented by: Darrell Heaps
    Co-Founder & CEO
    Q4 Web Systems
  • About Q4 Web Systems
    Web platform to manage IR websites and communications
    Complete CMS with workflow and collaboration
    Customizable best practice templates
    Detailed website records and audit trail
    Social media and XBRL integration
  • Agenda
    Key Trends
    Financial social networks and blogs
    Companies using social media today
    Steps to get started
  • Key Trends
  • SEC guidance on Reg. FD
    Corporate websites and blogs seen as fair disclosure (under certain circumstances)
    Support for shareholder forums
    Opens the door to the web and social media for communications
  • Source: Universal McCann Wave 3 &
    Nielsen Online reporthttp://bit.ly/11il0Y
    Social Media is the dominant channel
  • Websites used consistently
    Source: Rivel Research
  • Source: Ernst & Young
    Analysts coverage is lacking
  • Source: E&Y – Global IPO Update
    Competition for capital is fierce
  • So what does this all mean?
    The web and social media is where the market is
    Traditional channels are no longer effective on their own
    Companies who utilize these channels are able to differentiate and compete more effectively for capital
  • Financial Social Networks and Blog Examples
  • Financial blogs and social networks
    Largest financial blog aggregator Partnered with Yahoo!Finance
    Trading social network. Based on Twitter.
    Wiki finance portal. Social interactive data.
  • A tour of how investors are using the web
  • Companies using social media and blogs today
  • Companies using social media and blogs
    Twitter being used to notify of updates
    Blogs are not prevalent – a handful doing a great job
    Facebook being used for marketing and HR
    Facebook dominant for sharing
    Slideshare and content networks
  • Companies using social media
  • Companies using social media
  • Companies using social media
  • ShareThis and Facebook
  • SlideShare and other content networks
    100s of IR presentations on slideshare
    Majority not direct from companies
    Companies should be publishing to establish “voice of authority”
  • 5 Steps to getting started with social IR web
  • 5 Steps to getting started with social IR web
  • IR Website Best Practices
    The IR website must be viewed as the primary channel
    Self-publishing control allows you to be strategic
    Ease of use, accessibility and transparent communication
    “Why invest?”
  • Create compelling content
    Press Releases
  • Make Your Content Social and include on your website
    Upload your content to social content networks and then embed your site + provide RSS feeds for News, events and presentations
    Videos to YouTube
    PowerPoint's on SlideShare
    Documents on docstoc
    Photos on Flickr
  • Use Twitter Like A Notice Newswire
    Tweet about news, events and presentations and link to IR website
    Manually post updates and/or use RSS feeds to automate
    Start small, learn and expand conversations over time
  • Monitor and Evolve
    ‘Listen’ to the web and be alerted whenever your company or related issues are being mentioned
    Google Alerts and other free tools (http://search.twitter.com, http://socialmention.com) are easy ways to start the process
    Identify trends and head off problems early, minimize value erosion (AMD example)
    More to come in future webinar
  • What are the risks and how to manage?
  • What Are the Risks?
    Disclosure of material information should follow Reg.FD guidelines
    All social channels must be treated the same as traditional channels (disclosure controls)
    Only previously disclosed information should be shared
    Risks are from innocent updates in social networks – travel example
    Social media policy and training
  • Questions and AnswersSubmit using GoToMeeting
  • Summer 09 - Social IR Website
    Investor homepage
    Why Invest with YouTube Video
    AGM slides via slideshare
    AR via docstoc
    XBRL financials
  • Visit Us Online