By :Mithilesh Trivedi
What is Investor Relations?
 Investor relations is the term used to describe the ongoing
activity of companies communicating with the investment
community
 While the communication that quoted companies
undertake is a mix of regulatory and voluntary activities

 investor relations is essentially the part of stock market life
that sees companies interacting with existing shareholders,
potential investors, analysts and journalists.
Why commit to Investor Relations?
Fundamentally, the remit of investor relations is not only to create
an awareness and understanding of your company amongst the
investment community
 it is also to help quoted companies gain :-

 access to capital
 achieve liquidity
 fair valuation for their shares
Getting balance right
Investor Relations
Institutional Investors
Long-term, concentrated support
Managing pooled assets

Hedge funds, long only investors and sovereign wealth funds
Benchmarked performance
Focus on key investors
Private Investors
 Private investors are members of the public who buy shares in quoted
companies
 They may buy shares directly, without taking professional advice, via an
execution-only stockbroker or internet-based share dealing system; or
 They may pay for advice from a private client stockbroker and buy shares on the
latter’s recommendation, or,
 Alternatively, leave their stockbroker to structure their investments according to
their particular needs and make some or all investment decisions on their behalf
under a so-called advisory or discretionary client agreement
Analysts
 The role analysts play in forecasting a company’s performance is
vital in setting market expectations about its likely profitability and
future growth
 Analysts therefore play a pivotal role in the relationship between a
company and its investors
 Analysts strive to have as deep an understanding of a company, its
key drivers and macro influences as possible, which requires
regular access to the company’s management and ongoing direct
communication
Media
This means that for all businesses, and quoted companies in particular which have a duty to engage with their shareholders – effective
communication with the financial press is more important than ever,
whether :-

Traditional print (newspaper and magazine)
Journalists
Broadcast press
Radio and television
Internet based new media
Example of Investor Relations
 They are the Maker
 They are the Visitor
 They are the Factor

 They are the Motivator
 They are the Tracker
 They make everything Matter
Finally………..
 If a company has good Investor
 Than they can rock any Sector
Investor relations

Investor relations

  • 2.
  • 3.
    What is InvestorRelations?  Investor relations is the term used to describe the ongoing activity of companies communicating with the investment community  While the communication that quoted companies undertake is a mix of regulatory and voluntary activities  investor relations is essentially the part of stock market life that sees companies interacting with existing shareholders, potential investors, analysts and journalists.
  • 4.
    Why commit toInvestor Relations? Fundamentally, the remit of investor relations is not only to create an awareness and understanding of your company amongst the investment community  it is also to help quoted companies gain :-  access to capital  achieve liquidity  fair valuation for their shares Getting balance right
  • 5.
  • 6.
    Institutional Investors Long-term, concentratedsupport Managing pooled assets Hedge funds, long only investors and sovereign wealth funds Benchmarked performance Focus on key investors
  • 7.
    Private Investors  Privateinvestors are members of the public who buy shares in quoted companies  They may buy shares directly, without taking professional advice, via an execution-only stockbroker or internet-based share dealing system; or  They may pay for advice from a private client stockbroker and buy shares on the latter’s recommendation, or,  Alternatively, leave their stockbroker to structure their investments according to their particular needs and make some or all investment decisions on their behalf under a so-called advisory or discretionary client agreement
  • 8.
    Analysts  The roleanalysts play in forecasting a company’s performance is vital in setting market expectations about its likely profitability and future growth  Analysts therefore play a pivotal role in the relationship between a company and its investors  Analysts strive to have as deep an understanding of a company, its key drivers and macro influences as possible, which requires regular access to the company’s management and ongoing direct communication
  • 9.
    Media This means thatfor all businesses, and quoted companies in particular which have a duty to engage with their shareholders – effective communication with the financial press is more important than ever, whether :- Traditional print (newspaper and magazine) Journalists Broadcast press Radio and television Internet based new media
  • 10.
  • 14.
     They arethe Maker  They are the Visitor  They are the Factor  They are the Motivator  They are the Tracker  They make everything Matter
  • 15.
    Finally………..  If acompany has good Investor  Than they can rock any Sector