Investor Relations Strategy – Shareholder Representation
“Transparency breeds trust in the world of investor relations. Communicate openly, act wisely, and the market will reward you.”
Mary Barra
Transitioning from a conventional investor relations approach to one ingrained in strategy ensures you receive the valuation commensurate with your worth.
Though most companies communicate regularly with investors, a staggering 90% of them don’t systematically link Investor Relations with Strategy teams. This opens the door for communication gaps and inconsistent messaging—both of which impair the equity story and ultimately weaken investor trust. At the same time, many companies don’t carefully segment their investor base, making it difficult to hold on to shareholders and court new ones. Embedding Investor Relations Strategy into your comprehensive Corporate Strategy protects you from critical blind spots while also helping you attract and retain the investors integral to your success.
We solve the most common investor relations pitfalls with a proven five-step approach.
- Define intrinsic value and establish a well-grounded valuation. Discover the reasons behind a gap between intrinsic and market value.
- Review investor feedback—and iterate. Formalize critical feedback loops between clients, IR, and strategy teams.
- Understand market and investor biases. Leverage proprietary tools and analytics to gain a deeper understanding of your investor base.
- Craft the equity story and tailor messaging. Create a compelling, consistent story that can be customized to persuade different audiences.
- Target the right investors. Identify which investors can truly be influenced and invest .