Comprehensive IR Services

Genesis Investor Relations team helps clients protect and enhance enterprise value through financial storytelling and best-practice IR programming. Our approach is grounded in developing a compelling narrative that best resonates with the financial community and then building an investor communications program that effectively enhances perceptions and accomplishes our clients’ objectives.

Genesis offers a comprehensive suite of services to strengthen our clients’ connection to the investment community and to enhance their valuation.

Shareholder Analysis and Research

  • Shareholder Base Analysis: Determine risk and capacity within the current shareholder base
  • Investor Perception Survey: Assess investor perceptions and expectations to inform strategic decisions and communications efforts
  • Industry and Investment Peer Analysis: Examine cross ownership of industry peer sets to determine targeting opportunities
  • Investor Targeting: Use proprietary analysis to increase success rate in converting prospects to shareholders and optimize management time

Investor Planning & Outreach

  • Materials Review and Enhancements: Strengthen earnings materials, presentations, IR website, digital media, etc.
  • Outreach Planning: Build annual programs and prioritize efforts using analysis and best practices
  • Coverage Analysis: Assess the sponsorship quality of covering sell-side firms and determine opportunities for improved or additional coverage

Ongoing Investor Relations (IR) Programs

  • Quarterly Earnings: Assist in earnings preparation and messaging (script, press release, webdeck creation and Q&As)
  • Market Intelligence and Measurement: Provide intelligence regarding industry peer set financial disclosures and performance as well as information about relevant investor communities
  • Quarterly Board Report: Prepare quarterly review of IR activities, including changes to the shareholder base

Investor Days

We support our clients in all facets of developing and implementing investor/analyst events. This includes advising on developing the agenda, counseling and support in creating presentations and other content, speaker message coaching and organizing logistics such as venue selection and related items. We also help our clients determine the most appropriate media strategy for the event and can work directly with media on the day of the event to ensure appropriate coverage.

Digital Investor Relations (IR)

Online channels, digital content and social media have shifted from marginal to mainstream. This has a direct impact on financial communications strategies in areas such as shareholder activism, proxy contests, strategic transactions and investor relations. Edelman is uniquely qualified to help our clients develop and implement best-practice digital campaigns. Our approach is underpinned by compliance expertise, capital markets experience and a track record of applying data to successful insights-driven campaigns.

In many of the hundreds of meetings we have annually with investors, fund managers we conduct, we often inquire about what makes a successful investor relations program.  Is the Street satisfied with the level of outreach?  Is there something specifically a firm can do to enhance its communications?

However, more often than not, the responses are all pretty simple.  Wall Street wants access to management.  They want informative answers to their questions.  Many even want an “investors day” describes the company’s long-term growth strategy.  So old-fashioned (I jest)!  What about having an active Twitter/StockTwits account or Facebook page, a cool management video or an interactive annual report?

Recently, we surveyed a sampling of buy-siders, asking “What qualities and activities do you believe are most important to the success of a company’s investor relations program?”  The word cloud below depicts the frequency of the various responses received.  Availability was the clear winner.

Echoing the responses to several studies, Wall Street believes that in order for a company to have a successful IR program, management must be accessible and the IR team should be responsive and well-informed.

Here are some excerpts from the responses:

 “Very clear and honest communication with investors about the long-term fundamental outlook for the company’s business.” – buy-side portfolio manager ($300 MM)

“Honesty, availability, consistency are primary considerations.” – buy-side director of research ($96MM)

“Direct answers that inform the investor about the intricacies of the business…” – buy-side analyst ($26B )

“IR people who return phone calls promptly, know the business and answer questions in a straightforward manner.” – buy-side CIO ($78M AUM)

“Provide investors with a compelling reason to own the stock, not just convey a lot of data that one can easily refer to on the website or annual report.  Be upfront if there is bad news on the horizon and not try to gloss over negative information.” – buy-side portfolio manager ($375M M)

“Open communication and an update of all long term goals on an annual basis at a setting hosted by the company…” – buy-side CIO ($180M M)

“A well organized website.” – buy-side analyst ($4.2B M)

So, are these new trends in interactive communications not important to add to your IR program?  While we continue to hear that, they are still worth your attention, but you must remember to not lose focus on the foundation of investor relations: being accessible to shareholders and effectively communicating corporate messages in a timely manner.  Many of the new interactive tools available today are a great way to support your IR program and enhance your team’s efforts to be more available, responsive, transparent and informative.  Today, you must enable your audience to receive news in the manner in which they choose, otherwise, they may not get it at all.