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Investor Relations

Artificial Intelligence - Dangers to Publicly Traded Companies
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Artificial Intelligence and Selective Disclosure
Right this very second, someone in your organization is experimenting with artificial intelligence (“AI”) and inadvertently selectively disclosing material information about your company’s performance and strategy. read more
Investor email news alerts are part of a larger investor communication system meant to capture, collect, and manage your company’s pool of engaged investors.
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Investor Email News Alerts
Many capital market professionals and investors rely on your email news alerts to stay up-to-date on your company’s current events. Unfortunately, many news alert systems leak away your pool of engaged contacts and compromise essential relationships. read more
Investor Relations Website Design Guide | IR Website Best Practices
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Investor Relations Website Design Guide
The investor relations website (IR website) is your company’s flagship digital property for the capital markets. Your IR team’s ability to attract investors and other key professionals depends on it! read more
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