Category Archives: How Investors Consume IR Content

How Investors Consume Content Q#18: Would visuals be helpful to better understand earnings reports?

In the marketing world, visuals (like below) are the content currency of the web – and we’ve measured the backend metrics to show how they drive people to your news.

How does this objective data align with investors’ subjective view? Over 90% of investors would like visuals – well over half say it will build shareholder confidence.

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Video is the ultimate visual media for delivering messages online… and now animation is evolving into the new (and uncomplicated) normal for presenting your annual report throughout the year.

Click here to watch an example of our new Animated Annual Report .

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How Investors Consume Content Q#17: Do you use the advice from investment blogs or stock opinion newsletters?

Over half of investors look to newsletters for true research (and “opinions”) on your stock. Other than informational, is there a take-away action for IR regarding this? Keep track of what is being said by these investors.

The straight-forward way to do this, if you have not done this already, is browse onto the individual websites (i.e. Seeking Alpha, MarketWatch) and create a “portfolio.” In addition to your ticker, put in your competitors.

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If you are concerned about “too much” in your email inbox, many of the (free) sites allow you to set up when you want alerts delivered (immediate, daily, weekly).

Will newsletters be germane to your shareholder communications? Mostly not, but they are a free sentiment metric. Don’t make yourself crazy over what is said.

How Investors Consume Content Q#16: Does a company’s corporate governance (BoD, CEO compensation, etc.) weigh in on your investment decision?

Clearly, the majority of investors care about corporate governance. The general opinion, in regard to shareholder communications, is that too many companies view “governance” as a once a year proxy communications event – lately culminating in a dramatic say-on-pay vote. Shareholders communications is a 365 event. Don’t wait for the vote. 

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Activists seem to heavily focus on governance… and proxy fights will happen. Keeping “regular” investors informed is your best defense.

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How Investors Consume Content Q#15: Have you ever physically attended an Annual Shareholder Meeting?

From inside the industry, Annual Shareholder Meetings (ASM) tend to fall into three camps: 1.) activists at the gate, 2.) a full “investomers” marketing affair or 3.) a big nothing.

When I worked at a US-listed company, I arranged our ASM’s first live webcast. After the event, I called the SVP and asked her impression.  “It was great. It only lasted 17 minutes and no one asked any questions.” Obviously, that’s not a marketing communications mindset.

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Activist and proxy fights aside, the ASM (exactly like a perfect annual report) is another easy opportunity to talk with shareholders in your own voice. 40% of investors report they are involved with ASMs. One point – forgiving my commercial bias towards webcasting – everyone should be webcasting the annual meeting, even if it’s just audio and slides. I’ll look into this more.

In addition to webcasting, we help issuers prepare for their next annual report budget by auditing their most current annual report and proxy printing, page-by-page.  Simply upload your 2013 annual report PDF here.

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How Investors Consume Content Q#14: Do you exercise your annual vote regarding Annual Report / Proxy issues?

This week, we hosted a webinar titled Proxy Materials Logistics 101- a primer for small and micro-cap companies (view here now) where we discussed the many steps involved preparing for your annual shareholder meeting, proxy voting and annual report fulfillment.

Is this expense and effort of value to your active shareholders?  With only 11% reporting they do not vote, that would be a resounding yes.

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We help issuers prepare for their next annual report budget by auditing their most current annual report and proxy printing, page-by-page.  Simply upload your 2013 annual report PDF here.

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How Investors Consume Content Q#13: When you are reading an Annual Report, what format do you prefer?

A great quote about printed annual reports came out of last week’s PRSA Webinar: The Content That Motivates Investors:

“It just so happens that your friend here is only MOSTLY dead. There’s a big difference between mostly dead and all dead. Mostly dead is slightly alive.”

 ~ Miracle Max

Oops. Wrong quote! This is the quote – but it’s follows the same path:

“Very, very surprising to us [from our research] the extent to which the buy-side utilizes the annual report. They have it on their desk of the companies they own all year long, they refer to it all year long and the thing is dogged-eared by end of the year.”

~ Brian Rivel, Rivel Research

There is no question that hardcopy versions of annual reports are in decline since the adoption of Notice and Access. However, judging by our research below and Rivel Research’s buy-side analyst intelligence, print remains to be slightly alive. In fact. 47% seems more than just slightly. 

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Annual report fulfillment, like ALL shareholder communications, is a  mosaic of media and messages.  For discussion, take a look at a “perfect” annual report right here.

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You don’t need a miracle to meet your shareholder expectations and find solutions that balance their needs with your budget.

We help issuers prepare for their next annual report budget by auditing their most current annual report, page-by-page.  Simply upload your 2013 annual report PDF here.

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How Investors Consume Content Q#12: When researching NEW stock investment opportunities, do you read the Annual Reports of those companies?

The annual report is your yearly autobiography; don’t waste the visual story-telling it quite literally delivers.

Question #11 looked at your current investors’ appetite for this document. As you’ll read below, potential investors are very similar. What are you saying to this 60% besides just the previous year’s results? Are you setting the stage for “what’s next?” You’ve got their attention. 

How Investors Consume Content Q#12: When researching NEW stock investment opportunities, do you read the Annual Reports of those companies?

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ACTION ITEM 1: Each year we help issuers prepare for their next annual report budget by auditing their most current.  Simply upload your 2013 annual report PDF here.

ACTION ITEM 2: We print hundreds of annual reports. If you’d like to see samples of our print quality, please use this quick form.

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