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During the last several years, off-season engagement has increased significantly. It used to be that investors and issuers would discuss governance issues during proxy season, and those conversations related to items on the ballot. But as the large institutional investors have continued to expand their investment stewardship teams, it has created a demand for greater engagement on ESG issues outside of proxy season.
This year has been one of tremendous change for the global capital markets, including changes in regulations and structural shifts that have influenced investor sentiment, decision-making, and how companies engage with the investment community. These changes, combined with the new virtual environment, have had a huge impact on IR programs and how IROs engage the sell-side.
Earnings season for the second calendar has wrapped up. Labor Day in the U.S. is less than a week away. We officially say goodbye to summer on September 22nd and hello to fall, which traditionally means the start of school, bakers making their favorite pies, and leaves beginning to turn color. While summer has been overshadowed by the pandemic, for Investor Relations teams, it doesn’t change their focus.
While it’s been more than 6 months since COVID-19 entered our collective vernacular, the fallout from this pandemic continues to manifest and evolve. IRO’s across the globe are working hard to adapt to the impacts of this new world and the changes in investor expectations they drive.
Creating content to clearly communicate key messages to investors has long been an important element of an effective investor relations strategy. But, the value of that content doesn’t end once it has been posted or distributed. Understanding how Wall Street engages with your investor relations content can be a powerful tool for more effective communication, improved targeting, identifying trends, and guiding the allocation of resources toward the most impactful IR efforts.
For many Investor Relations Officers, a key obstacle in planning and executing a successful NDR or other investor event is attracting investors to attend (and facilitating engagement). But what if you’re actually facing the opposite problem? What if you have such an abundance of investor interest that there aren’t ENOUGH seats for everyone who wants to attend? This might be a good problem to have, but for many large and mega-cap IR executives, determining which investors to invite can present a real challenge.