MiFID II and its impact on Research, Roadshows & Conferences

In the run-up to MiFID II, there were many forecasts as to how Research & Corporate Access would develop from a corporate perspective. Thus it was often predicted that small caps, according to MiFIDII, would have little or no coverage and no sell side roadshows and one-on-ones by brokers. Mid Caps – so the forecast, would be able to fall back only over less than 5 analysts, which would be paid by the Buy Side.

The number of roadshows for mid caps is also expected to decline. Only the large caps remained largely unaffected by the assumed changes.

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Activism and Investor Relations: Current Trends, Effect, and Solution

Corporations of this century have seen a lot and undergone dramatic changes especially in corporate governance, activism and investor relations.

A typical activist shareholder is the one who tries to use his or her equity stake in order to achieve certain goals, bring the change, and affect how a corporation behaves by influencing other shareholders or using his/her voting power.

On the other hand, a minority shareholder is the one who owns less than 50% of the total shares of a corporation’s stocks. 

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Retail IR – An Underestimated Component of IR

In their IR work, most companies tend to focus on institutional investors, portfolio managers, asset managers and equity analysts. But the environment is changing and there is a noticeable, continuous change in the market. Retail investors have a significant impact on the market and are becoming more influential players in the investor world.

The phrase “Esprit de corps” is perfect for small investors. A single investor cannot let the share price of your company fluctuate upwards or downwards. But due to their multitude, private investors have a considerable influence on the liquidity of the share and the share price development, especially in micro and smallcap companies.

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Management Remuneration & ESG

 

In many parts of the world, the importance of ESG factors for listed companies continues to grow. According to a Harvard Law School Forum article, 60% of companies report that ESG has a very important position. 81% of S&P 500 companies report on ESG issues. ESG reporting is also becoming increasingly important in other regions and countries such as Europe and Japan.

Here is the whole story

World’s Financial Centers

 

According to a study by the Z/Yen Group, New York was able to further expand its role as the world’s financial center to London. However: 7 of the top 10 financial centres come from the Asia/Pacific region, of which 4 of the top 10 financial centres come from China (Hong Kong, Singapore, Shanghai, Shenzhen).

Here you find the whole story

IR-CUSTOMER MAGAZINE Q3-2019

We are pleased about the third issue of our customer magazine.

Once again, there are exciting articles on all aspects of investor relations:

Activism & Investor Relations: Activist shareholders are on the advance. Where are they particularly active? What are their preferred targets? And how can companies prepare for such activist shareholders?

MiFID II & Its Impact On Research & Roadshows: In the run-up to MiFID II, there have been numerous forecasts as to how Research & Corporate Access would develop from a corporate perspective. According to a recent study, more than 330 European companies lost their sell-side research completely as a result of MiFid II. In contrast, the number of buy-side analysts has increased. The sell side is struggling with the effects of MiFid II. How do companies deal with these changed market conditions?

Retail IR – An Underestimated Component of IR: Most companies tend to focus their IR work on institutional investors, portfolio managers, asset managers and equity analysts. Nevertheless, retail investors can have a significant impact on the share price, especially for smaller companies. The information behaviour of small investors differs considerably from that of professional players such as portfolio managers and equity analysts. What does a good retail IR programme look like? And which information channels should be used?

HERE you can download the current Q3-Magazine.

Digital Investor Relations: Companies can no longer avoid it

 

While a few years ago the investment community was reluctant to include digital media and social media in its approach, today it can hardly escape digitalization. This is the result of several surveys carried out in different parts of the European Union. 

Although there are several factors causing this shift in the IR ecosystem, the MiFID II directives have certainly contributed to triggering this effect. Which digital communication channels do companies use? Will the relevance of digital media increase?

Whole article

IR-CUSTOMER MAGAZINE Q2-2019

In the second issue of our customer magazine you can look forward to new informative articles on all aspects of Investor Relations:

Investor Relations & Compliance: Compliance with statutory capital market regulations is becoming increasingly widespread. And more and more often, IROs have the task of avoiding precisely such sanctions – i.e. ensuring compliance with the rules. How can this be achieved? A compliance management system can help to maintain an overview here.

Measuring Investor Relations: It is undisputed that IROs play a significant role in the growth and success of listed companies. In return, corresponding returns on their work are expected. This raises the question of the extent to which investor relations contributes to the achievement of corporate goals. How can the performance of IROs be evaluated internally and made measurable?

Digital Investor Relations: While a few years ago the investment community was reluctant to include digital media and social media in its approach, today it can hardly escape digitalization. Which digital communication channels do companies use? Will the relevance of digital media increase?

Additionally: Dates & Service

HERE you can download the latest magazine

June 27th 2019: How to Measure Investor Relations Goals Correctly?

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Mega-cap companies invest around one million US dollars annually in the function of their IROs. In return, corresponding returns on their work are expected. This raises the question of the extent to which investor relations contributes to the achievement of corporate goals. How can the performance of IR departments and individual IROs be made measurable? 

The webinar will for e.g. provide answers to the questions of what a system for measuring IR targets can look like, which key performance indicators can be selected, how to take into account a different weighting of goals in the system and how the degree of target achievement is calculated. The webinar is for free.

Date: 27th June 2019, 8:30am and 6pm. Registration: Dr. Eva Reuter, e.reuter@dr-reuter.eu

More informations about the webinar

Measuring Investor Relations

 

Investor Relations Officers (IROs) are of great importance for listed companies due to their considerable communication function. They provide companies with access to the financial markets, their players and capital. It is undisputed that IROs have extremely expanded their raison d’être over the past decades and play a significant role in the growth and success of listed companies. This raises the question of the extent to which investor relations contributes to the achievement of corporate goals. How can the performance of IROs be evaluated internally and made measurable?

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