ALC - Q4

Revvity (NYSE: RVTY), a groundbreaking healthcare solutions provider, was founded following PerkinElmer’s divestiture of its Analytical and Enterprise Solutions business in May 2023. As the newly branded company set its sights on solving worldwide health challenges, the recently appointed investor relations (IR) leader recognized significant changes were needed; he had to reimagine and reposition the company in the capital markets.

Engaging with investors is essential to a public company’s growth and success. In a recent session at the Canadian Investor Relations Institute conference, “Driving Your Company’s Engagement with Institutional Investors,” industry experts shared valuable insights and strategies for effectively targeting, connecting, and maintaining relationships with institutional investors.

The Russell indices are some of the most widely followed for investment managers and indexed funds. In 2022, Russell reconstitution day was the highest-volume trading day of the entire year, generating $143 billion in trading volume in the closing minutes of trading on June 27, 2022. With roughly $12.1 trillion benchmarked to the Russell US Equity Indices, the Russell Rebalance seeks to maintain an accurate market representation through their family of Russell US Indices as the size and composition of the US equity market constantly changes. More popularly, the largest 1,000 companies form the Russell 1000 Index (large cap), while companies 1,001 to 3,000 make up the Russell 2000 Index (small cap).

To embrace inclusivity and captivate a diverse audience, you must prioritize accessibility and compliance in your IR communications. In today’s digital environment, it’s important to remember that not everyone uses the internet the same way, even in the market. Digital accessibility standards in 2023 are pivotal in ensuring equal access and inclusivity for all, regardless of their individual needs and abilities.

In continuation of Q4’s series of webinars with our partners at Level Access and in recognition of the 12 annual Global Accessibility Awareness Day, we hosted a webinar, Accessibility in 2023 & Beyond: What an IRO Needs to Know, to address accessibility standards and its implications in the IR industry. This webinar featured an impressive panel, including Steve Esterly and Brayden McCullagh, Q4 Inc., and Jonathan Avila, Level Access.

In our increasingly interconnected world, globalization has altered the dynamics of nearly every industry, including the financial markets. The borders that once constrained investment opportunities are dissolving, ushering in a dynamic, global economy. However, venturing into targeting international investors requires that investor relations professionals be able to cater to unique investor behaviors and circumstances in different regions.

This year, the NIRI Annual Conference was held on June 6-8 in Chicago. Q4 had a strong presence at the conference including John Nunziati, IR Partner and Associate Vice President, and IR Directors, Jamie Stanton and Samantha Senna. We asked them to share their observations from the event. 

May 19, 2022, was Global Accessibility Awareness Day (GAAD), an important day in recognizing the daily digital and technological challenges that people living with disabilities encounter. You might be surprised to hear that one billion people globally and 20-25% of the US population are impacted by accessibility challenges. The webinar, Digital Accessibility in IR: Mitigate Legal Risk with a Proactive Accessibility Partnership, featured Ian Lowe, eSSENTIAL Accessibility Chief Marketing Officer; Alex Wentzell, Q4 Product Marketing Manager; Al Romano, Q4 Web Development Manager; and Jay Vaidya, Q4 Solutions Consultant.

We connected with John Nunziati, IR Partner and Associate Vice President at Q4, who discusses shareholder engagement reporting in company proxies.