a Brief presentation for a corporate communications class about the essentials for investment relations made by:
Hans Niioforiquaye
Abdel Wahab Al-Owaisy
P.S. Hope it'll be useful to anyone in need.
Short presentation of Aether Financial Services - focus on bondholders representation ("Masse" under French Code de Commerce)
Aether Financial Services activities: bondholders representation, calculation agent, independent valuation
MiFID aims to bring back trust and increase transparency in the financial markets.
MiFID is moving certain transaction types from OTC (Over-the-Counter) market to Exchanges.
Estimated costs of USD 2.1 bn to comply with MiFID regulation (Source: MARKIT).
Pre/Post trade transparency & standardized OTC rules can be achieved by the mean of Blockchain technology.
Bank of Ireland came out with a PoC (Proof-of-Concept) to trace customer’s transactions through a one customer view.
AML is pushing businesses to strategically calibrate their internal fraud detection systems between improving customers experience and increasing inconveniences.
Companies need to increase their understanding of the emerging payment technologies to better adapt their business to it.
Cryptocurrency trend is putting regulators and financial institutions under pressure.
Blockchain technology can increase transparency in financial transaction by the mean of a public distributed ledger.
Our International Business attorneys have amassed extensive experience representing american companies doing business abroad and in-bound investors or companies
The second version of the Markets in Financial Instruments Directive (MiFID II) has implications for anyone seeking to sell funds in Europe. This EU directive will come into force in January with aims at increasing transparency and reducing costs for private investors.
Hear global industry expert insights on what it takes to increase investor protection and preparations for MiFID legislation.
Enabling The Growth of P2P Finance - Simon Deane-JohnsSimon Deane-Johns
Summarising recent a recent submission to the UK government consultation on non-bank finance for small businesses, and the government's response to that consultation. A summary of the ensuing discussion is here: http://sdj-thefineprint.blogspot.co.uk/2012/03/financial-innovation-federation.html
Presentation to Ukraine Commodity Market Development Conference
The author of the presentation: Kevin Piccoli, Commodity Futures Trading Commission (US)
Short presentation of Aether Financial Services - focus on bondholders representation ("Masse" under French Code de Commerce)
Aether Financial Services activities: bondholders representation, calculation agent, independent valuation
MiFID aims to bring back trust and increase transparency in the financial markets.
MiFID is moving certain transaction types from OTC (Over-the-Counter) market to Exchanges.
Estimated costs of USD 2.1 bn to comply with MiFID regulation (Source: MARKIT).
Pre/Post trade transparency & standardized OTC rules can be achieved by the mean of Blockchain technology.
Bank of Ireland came out with a PoC (Proof-of-Concept) to trace customer’s transactions through a one customer view.
AML is pushing businesses to strategically calibrate their internal fraud detection systems between improving customers experience and increasing inconveniences.
Companies need to increase their understanding of the emerging payment technologies to better adapt their business to it.
Cryptocurrency trend is putting regulators and financial institutions under pressure.
Blockchain technology can increase transparency in financial transaction by the mean of a public distributed ledger.
Our International Business attorneys have amassed extensive experience representing american companies doing business abroad and in-bound investors or companies
The second version of the Markets in Financial Instruments Directive (MiFID II) has implications for anyone seeking to sell funds in Europe. This EU directive will come into force in January with aims at increasing transparency and reducing costs for private investors.
Hear global industry expert insights on what it takes to increase investor protection and preparations for MiFID legislation.
Enabling The Growth of P2P Finance - Simon Deane-JohnsSimon Deane-Johns
Summarising recent a recent submission to the UK government consultation on non-bank finance for small businesses, and the government's response to that consultation. A summary of the ensuing discussion is here: http://sdj-thefineprint.blogspot.co.uk/2012/03/financial-innovation-federation.html
Presentation to Ukraine Commodity Market Development Conference
The author of the presentation: Kevin Piccoli, Commodity Futures Trading Commission (US)
Capital Markets Group is a full-service investor relations firm that combines capital markets expertise with digital media marketing. They help raise the profile of public companies through strategic communications, messaging development, and awareness campaigns using both traditional and digital media. Their team of experts has decades of experience advising and assisting over 150 public small-cap companies.
The document analyzes investment options among investors in Ludhiana between ULIPs (Unit Linked Insurance Plans) and mutual funds. A survey of 100 investors found that awareness of mutual funds was higher than ULIPs. High income investors and those who refer to brokers were more likely to invest. Open-ended and closed funds were most popular. Insurance benefits and tax breaks drove ULIP investment, while capital appreciation motivated mutual fund investment. Mutual funds were preferred due to greater liquidity and flexibility. Investors expected higher returns from mutual funds than ULIPs. Most wanted to invest for the same tenures in both. Recent ULIP controversies may boost future demand for mutual funds.
The document analyzes and compares ULIPs (Unit Linked Insurance Plans) and mutual funds as investment options among investors in Ludhiana, India. It finds that awareness of mutual funds is higher than ULIPs. High income investors and those who invest in both prefer mutual funds for their flexibility and liquidity. Brokers and references strongly influence investment decisions. Most prefer open-ended and closed funds. Insurance and tax benefits attract ULIP investors, while mutual fund investors prefer capital appreciation. Mutual funds are seen as lower risk and offering higher returns than ULIPs. Most prefer the same investment tenure for both. Recent ULIP controversies may boost future demand for mutual funds.
Investment promotion and access to markets: new opportunity?OECDglobal
Marie-Estelle Rey, Senior Advisor, MENA-OECD Competitiveness Programme, 11 May 2016, Regional conference: Investment and inclusive growth in the midst of crisis, Beirut
Fintech & Insurtech - Payments: Company presentation by Yuval Ziv, CCO at SafeCharge at the NOAH Conference London 2019, 30-31 October, Old Billingsgate.
Futures in Finance 18 10 14 Equity Research sessionIntellisysUK
This document provides an overview of equity research. It discusses how the equity research marketplace has changed in recent years, with sell-side research budgets declining. It also outlines the role of equity research, different types of analysts, common valuation methods, and the technique of "fusion analysis" which combines fundamental, technical, and behavioral analysis. Finally, it considers the skills needed to be a successful equity analyst.
TMX Equicom, a wholly-owned subsidiary of TMX Group Inc., is Canada's leading provider of investor relations and strategic corporate communications services. With proven expertise in developing and executing highly effective strategic communications programs, and an extensive network of investment community contacts, TMX Equicom specializes in helping clients achieve their capital markets objectives.
TMX Equicom is headquartered in Toronto, with offices in Montreal, Calgary and San Diego, CA. For further information, please visit www.tmxequicom.com.
This document summarizes a discussion between financial planners about trends in wealth management. It discusses how robo-advisors have influenced traditional firms to adopt hybrid human-digital models. Technology now plays a key role in enabling goals-based planning, portfolio construction, and helping advisors optimize processes like client reporting. Financial planners must adapt to serving more sophisticated client needs and incorporating goals-based wealth management approaches.
MWW Expertise: Financial Communications: Creating a Superior "Financial Brand"MWWPR
Financial Communications. It is critical for maximizing shareholder value and achieving visibility in today’s competitive markets. It requires not only financial transparency, but also a clear and consistent message to increase investor awareness. MWW’s customized approach provides the services that will enhance management credibility, attract additional investor interest and maximize valuation.
The document describes InvesTarget, a cross-border investment platform connecting Chinese investors with overseas investment opportunities. It highlights InvesTarget's positioning as the most professional cross-border M&A platform in China. It outlines InvesTarget's advantages such as its large network of investors, projects, and transaction managers. It also describes the services InvesTarget provides to help lower the barriers for Chinese investors engaging in cross-border deals.
The Coordinating Impact Capital report by the Center for Science, Technology, and Society encompasses over 10 months of surveys and analysis with more than 45 investment organizations currently working in the field of impact investing. The intent of this project was to unearth actionable suggestions for the social impact community, and identify market mechanisms that can increase the efficiency of invested capital, resulting in greater liquidity opportunities for investors. The project was generously supported by the Aspen Network of Development Entrepreneurs. The lead authors and guest experts will discuss the landscape of impact investing and a foundation for vetting future social impact investment opportunities.
FinCorp is an investment banking firm established in Egypt in 1998 that provides services including mergers and acquisitions, private placements, IPOs, corporate bonds, loans, business valuation, and portfolio management. It has relationships with similar firms globally. The document provides an overview of FinCorp, its services, experience in sectors like real estate and manufacturing, and profiles of its professionals.
LPL Financial is the largest independent broker/dealer in the US, providing services and resources like research, compliance oversight, technology, and training to over 14,000 financial advisors. By affiliating with LPL, advisors gain access to innovative tools and solutions while maintaining autonomy to recommend the best investments for their clients. LPL ensures client assets and funds are protected with SIPC and FDIC coverage and has a robust oversight structure to serve clients ethically in the evolving financial industry.
We are a boutique International Investor Relations and Financial Communications company that has over two decades of experience providing investor relations services. We offer a full range of investor relations services including developing financial communications programs, conducting roadshows, organizing conferences, assisting with quarterly earnings announcements, and developing marketing materials. Our goal is to bring visibility, support, and recognition to our client companies.
B2B & Software - Company Presentation by Ron Hirson, Chief Product Officer at DocuSign at the Axel Springer NOAH Conference 2018 in Berlin, Tempodrom 6-7 June 2018.
Fintech & Insurtech - Lending Platforms: Company presentation by Christian Faes, Co-Founder & CEO of Ledninvest at the NOAH Conference London 2019, 30-31 October, Old Billingsgate.
Financial accounting is one of the major branches of the accounting branch. It deals with recording, reporting, and summarising the financial transactions of any company. The main aim or objective of financial accounting is to serve relevant and important financial information about a business entity to multiple external parties. Some of the common examples of the external parties are creditors, investors. Public, regulators and so on. In this content we are going to talk about the importance and significance of financial accounting ,the financial assignment helps experts to showcase its importance in a simple way. Continue reading the content to know about the same in detail. The investors also take a keen interest in the data in order to evaluate the creditworthiness of the particular organization. The financial accounting assignment help in India says that this is one of the most important parts as it is associated with the rational decision-making process.
Methanex is the world's largest producer and supplier of methanol. We create value through our leadership in the global production, marketing and delivery of methanol to customers. View our latest Investor Presentation for more details.
Capital Markets Group is a full-service investor relations firm that combines capital markets expertise with digital media marketing. They help raise the profile of public companies through strategic communications, messaging development, and awareness campaigns using both traditional and digital media. Their team of experts has decades of experience advising and assisting over 150 public small-cap companies.
The document analyzes investment options among investors in Ludhiana between ULIPs (Unit Linked Insurance Plans) and mutual funds. A survey of 100 investors found that awareness of mutual funds was higher than ULIPs. High income investors and those who refer to brokers were more likely to invest. Open-ended and closed funds were most popular. Insurance benefits and tax breaks drove ULIP investment, while capital appreciation motivated mutual fund investment. Mutual funds were preferred due to greater liquidity and flexibility. Investors expected higher returns from mutual funds than ULIPs. Most wanted to invest for the same tenures in both. Recent ULIP controversies may boost future demand for mutual funds.
The document analyzes and compares ULIPs (Unit Linked Insurance Plans) and mutual funds as investment options among investors in Ludhiana, India. It finds that awareness of mutual funds is higher than ULIPs. High income investors and those who invest in both prefer mutual funds for their flexibility and liquidity. Brokers and references strongly influence investment decisions. Most prefer open-ended and closed funds. Insurance and tax benefits attract ULIP investors, while mutual fund investors prefer capital appreciation. Mutual funds are seen as lower risk and offering higher returns than ULIPs. Most prefer the same investment tenure for both. Recent ULIP controversies may boost future demand for mutual funds.
Investment promotion and access to markets: new opportunity?OECDglobal
Marie-Estelle Rey, Senior Advisor, MENA-OECD Competitiveness Programme, 11 May 2016, Regional conference: Investment and inclusive growth in the midst of crisis, Beirut
Fintech & Insurtech - Payments: Company presentation by Yuval Ziv, CCO at SafeCharge at the NOAH Conference London 2019, 30-31 October, Old Billingsgate.
Futures in Finance 18 10 14 Equity Research sessionIntellisysUK
This document provides an overview of equity research. It discusses how the equity research marketplace has changed in recent years, with sell-side research budgets declining. It also outlines the role of equity research, different types of analysts, common valuation methods, and the technique of "fusion analysis" which combines fundamental, technical, and behavioral analysis. Finally, it considers the skills needed to be a successful equity analyst.
TMX Equicom, a wholly-owned subsidiary of TMX Group Inc., is Canada's leading provider of investor relations and strategic corporate communications services. With proven expertise in developing and executing highly effective strategic communications programs, and an extensive network of investment community contacts, TMX Equicom specializes in helping clients achieve their capital markets objectives.
TMX Equicom is headquartered in Toronto, with offices in Montreal, Calgary and San Diego, CA. For further information, please visit www.tmxequicom.com.
This document summarizes a discussion between financial planners about trends in wealth management. It discusses how robo-advisors have influenced traditional firms to adopt hybrid human-digital models. Technology now plays a key role in enabling goals-based planning, portfolio construction, and helping advisors optimize processes like client reporting. Financial planners must adapt to serving more sophisticated client needs and incorporating goals-based wealth management approaches.
MWW Expertise: Financial Communications: Creating a Superior "Financial Brand"MWWPR
Financial Communications. It is critical for maximizing shareholder value and achieving visibility in today’s competitive markets. It requires not only financial transparency, but also a clear and consistent message to increase investor awareness. MWW’s customized approach provides the services that will enhance management credibility, attract additional investor interest and maximize valuation.
The document describes InvesTarget, a cross-border investment platform connecting Chinese investors with overseas investment opportunities. It highlights InvesTarget's positioning as the most professional cross-border M&A platform in China. It outlines InvesTarget's advantages such as its large network of investors, projects, and transaction managers. It also describes the services InvesTarget provides to help lower the barriers for Chinese investors engaging in cross-border deals.
The Coordinating Impact Capital report by the Center for Science, Technology, and Society encompasses over 10 months of surveys and analysis with more than 45 investment organizations currently working in the field of impact investing. The intent of this project was to unearth actionable suggestions for the social impact community, and identify market mechanisms that can increase the efficiency of invested capital, resulting in greater liquidity opportunities for investors. The project was generously supported by the Aspen Network of Development Entrepreneurs. The lead authors and guest experts will discuss the landscape of impact investing and a foundation for vetting future social impact investment opportunities.
FinCorp is an investment banking firm established in Egypt in 1998 that provides services including mergers and acquisitions, private placements, IPOs, corporate bonds, loans, business valuation, and portfolio management. It has relationships with similar firms globally. The document provides an overview of FinCorp, its services, experience in sectors like real estate and manufacturing, and profiles of its professionals.
LPL Financial is the largest independent broker/dealer in the US, providing services and resources like research, compliance oversight, technology, and training to over 14,000 financial advisors. By affiliating with LPL, advisors gain access to innovative tools and solutions while maintaining autonomy to recommend the best investments for their clients. LPL ensures client assets and funds are protected with SIPC and FDIC coverage and has a robust oversight structure to serve clients ethically in the evolving financial industry.
We are a boutique International Investor Relations and Financial Communications company that has over two decades of experience providing investor relations services. We offer a full range of investor relations services including developing financial communications programs, conducting roadshows, organizing conferences, assisting with quarterly earnings announcements, and developing marketing materials. Our goal is to bring visibility, support, and recognition to our client companies.
B2B & Software - Company Presentation by Ron Hirson, Chief Product Officer at DocuSign at the Axel Springer NOAH Conference 2018 in Berlin, Tempodrom 6-7 June 2018.
Fintech & Insurtech - Lending Platforms: Company presentation by Christian Faes, Co-Founder & CEO of Ledninvest at the NOAH Conference London 2019, 30-31 October, Old Billingsgate.
Financial accounting is one of the major branches of the accounting branch. It deals with recording, reporting, and summarising the financial transactions of any company. The main aim or objective of financial accounting is to serve relevant and important financial information about a business entity to multiple external parties. Some of the common examples of the external parties are creditors, investors. Public, regulators and so on. In this content we are going to talk about the importance and significance of financial accounting ,the financial assignment helps experts to showcase its importance in a simple way. Continue reading the content to know about the same in detail. The investors also take a keen interest in the data in order to evaluate the creditworthiness of the particular organization. The financial accounting assignment help in India says that this is one of the most important parts as it is associated with the rational decision-making process.
Methanex is the world's largest producer and supplier of methanol. We create value through our leadership in the global production, marketing and delivery of methanol to customers. View our latest Investor Presentation for more details.
MUTUAL FUNDS (ICICI Prudential Mutual Fund) BY JAMES RODRIGUESWilliamRodrigues148
Mutual funds are investment vehicles that pool money from multiple investors to purchase a diversified portfolio of stocks, bonds, or other securities. They are managed by professional portfolio managers or investment companies who make investment decisions on behalf of the fund's investors.
World economy charts case study presented by a Big 4
World economy charts case study presented by a Big 4
World economy charts case
World economy charts case study presented by a Big 4
World economy charts case study presented by a Big 4World economy charts case study presented by a Big 4
World economy charts case study presented by a Big 4
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Cleades Robinson, a respected leader in Philadelphia's police force, is known for his diplomatic and tactful approach, fostering a strong community rapport.
ZKsync airdrop of 3.6 billion ZK tokens is scheduled by ZKsync for next week.pdfSOFTTECHHUB
The world of blockchain and decentralized technologies is about to witness a groundbreaking event. ZKsync, the pioneering Ethereum Layer 2 network, has announced the highly anticipated airdrop of its native token, ZK. This move marks a significant milestone in the protocol's journey, empowering the community to take the reins and shape the future of this revolutionary ecosystem.
The E-Way Bill revolutionizes logistics by digitizing the documentation of goods transport, ensuring transparency, tax compliance, and streamlined processes. This mandatory, electronic system reduces delays, enhances accountability, and combats tax evasion, benefiting businesses and authorities alike. Embrace the E-Way Bill for efficient, reliable transportation operations.
2. Investor relations is a strategic management
responsibility that integrates:
◦ finance
◦ communication
◦ marketing and securities law compliance
3. Developing strategy
Setting goals and objectives
Developing key messages supporting the
strategy
Overseeing the program and it's execution
Feedback to the top managers
5. News Releases
Conference calls and webcasts
Fact Sheets
Annual Reports
Annual meetings
IR Websites
Presentations with customers/investors
Media Relations
6.
7.
8.
9.
10. One on one meetings
Concalls
Bridge-building meetings
Analyst meeting
11. Transparency
Timeliness of communication
Frequency of communication
Management Credibility
Attributes most important for the
investor
12. Comparing key ratios with peer group, P/E
ratio
The number of analysts following the
company
The number of requests for information
Stock trading activity