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Capital Market Insights

Put our decades of experience in strategic communications, the capital markets, and investor relations to work for you.
The Quality of your ownership data directly impacts the quality of your investor engagement and investor targeting
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Ownership Data Quality
The quality of your ownership data will dictate the success of your investor targeting initiatives, your ability to detect share movements in a timely manner, and your understanding of the return on investment of your marketing activities. read more
Investor Relations: European Marketing with Broker Dealers
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Institutional Marketing in Europe
Institutional marketing in Europe has been forever changed by MIFID II. You can use this methodology to identify the broker-dealers that are best positioned to arrange a European roadshow now. read more
Investor relations professionals must understand market regulations, and excel at financial analysis, writing, design, digital technologies, and more
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Building A Competent Investor Relations Professional
Most companies have to build a competent investor relations professional. Finding one is like finding a needle in a haystack. True competence requires a rare blend of regulatory knowledge, financial analysis, writing, and design. read more
Sustainability and Investor Relations
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Sustainability and Investor Relations
In 2021 there were 3,404 investment firms managing $121 trillion that had signed on to the UN’s Principles of Responsible Investing. Sustainability is now inextricably linked to investor relations, yet few management teams are prepared for or understand the risks read more
Effective Investor Relations and Capital Markets Strategy Requires the Fair Valuation Framework
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The Fair Valuation Framework
Companies that see a disconnect between their performance and their valuation are missing a component of the Fair Valuation Framework. Enhance shareholder value by ensuring your company’s story is credible, clear, compelling, and connected to the right people in the capital markets. read more
Investor Relations - Clear Communication is required to achieve a fair valuation
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Clear – People only invest in what they understand
Investors only buy what they understand. Clear communication, a key component of the Fair Valuation Framework, ensures investors understand your company’s story, and their expectations are aligned with reality. read more
Compelling investment grade investor communications are key to grabbing the market's attention, share of mind, and share of wallet.
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Compelling – Attract investor share of mind
Compelling investment grade investor communications are the key to grabbing the market’s attention, share of mind, and share of wallet. This requires superior branding and design. read more
Connecting your credible, clear, and compelling story to the capital markets ensures you are fairly valued
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Connected – Get the right people into Your Story
We help management teams connect their credible, clear, and compelling story to the capital markets in an effort to help them achieve a fair valuation. read more