Our Services

Want to have a top-quartile investor relations program?

Want to jump start your investor relations program?

Two things that may be especially helpful to you at this time:

A. Best Practice Review of Investor Relations. Develop an action plan of investor relations best practices.

B. Candid Investor Perception Study and Investor Feedbacks on Value-Drivers and Benchmarking to Best Practice and Peers™

Do you want to get the recognition you deserve for your efforts and value contributions?

A. Review of Best Practices in Investor Relations / IR Training

To arrange for a brief discussion with a professional executive to advise on next action steps to fit your particular needs, contact Jeff Christensen.

This review of best practices in investor relations based on Best Practices in Investor Relations Among Award-Winning Companies, not common practices that are dated.

Click on this document immediately below for the report, Best Practices in Investor Relations Among Award Winning Companies, Interviews with Executives and Investors™

Who Should Attend?

Format:

B. Candid Investor Feedbacks On Value-Drivers™

Candid Investor Feedbacks On Value-Drivers™ Are Utilized With Many Investor Events

Events
 
Events

Pre-or-post annual earnings guidance conference call

Pre-or-post Investor Day

Prior to first-half 2011 meetings with investors (prior to brokerage conferences and non-deal roadshows)

 

Prior to second-half 2011 meetings with investors

Prior to Board Retreat

Pre-or-post earnings conference calls

Investor Perception Study

Benefits and Other Key Points About Candid Investor Feedback On Value-Drivers™

Benefits
 
Benefits

Is your stock price underperforming? Capture in confidence investors’ most intimate thoughts on credibility, identify concerns, strengths, and collect suggestions on immediate corrective actions to build understanding and create sustainable long-term value

Do investors understand and accept your strategic message?

Is the company's strategic focus well supported among investors and produce long-term sustainable value?

Demonstrate to investors that the company is embarking upon a solid program to enhance its investor relationships, and gain investor support that their needs are recognized

Investors interviewed includes a broad spectrum of important investors selected by the company

Is your CEO or CFO less than popular with investors?

 

More productive investor meetings

Understand and ensure investors’ outlook matches the company’s expectations

Minimize surprises in meetings with investors on issues we are not prepared for

Present investor interview results by experienced executives at Capital Markets Board brings a wealth of communications experience, including our perspective on the candid investor feedback results based on performing Candid Investor Feedback for 200 plus companies in similar situations

Is your CEO or other senior management sometimes defensive in Q&A with investors, even when investors’ questions are reasonable?

This is increasingly a problem as investors have become more aggressive in their demands, recent changes in the governance landscape including the Dodd-Frank Act, and added uncertainly of your company’s future market conditions in these economic times

CMB investor perception study includes review of best practices in investor relations based on Best Practices in Investor Relations Among Award-Winning Companies, not common practices that are dated.

Click on this document immediately below for the report, Best Practices in Investor Relations Among Award Winning Companies, Interviews with Executives and Investors™