Category Archives: How Investors Consume IR Content

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. 

Q16_2015_100072Click image to enlarge

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

Have a great day

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.

Q15_2015_100072

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.

Have a great day

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.

Q14_2014_100072

Click image to enlarge.

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.

Have a great day

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. 

Q13_2014_100072

Click image to enlarge.

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.

___________________________________________

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.

Have a great day

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?

Click image to enlarge.

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.

Have a great day

 

PRSA Webinar: The Content that Motivates Investors

The word “content” has become the driving force for corporate communications. But one group within the corporation has ALWAYS been 100% content driven – investor relations. But what exact content drives their audience’s personas… aka drives their investors? Join us to learn at this free, special webinar.

The Content that Motivates Investorsprsa

Examine how PR and IR can Leverage Investor Feedback to Deliver Purposeful Content 

November 19,  2014 ~ ~ 2:00 PM ET 

CLICK HERE to pre-register!  We will send you an email reminder.

.

BLOG-IMAGEHost:

Kent Wissinger, Chair, PRSA Financial Communications Section

.

Panelist Guests:

Jeffrey Goldberger, Managing Partner, KCSA

Alexander Laskin, Associate Professor and Director of Graduate Studies,  Ouinnipiac University, Hamden, CT

Brian Rivel, President, Rivel Research Group

.

Moderator:

Bradley Smith, Director of Marketing, Investor Relations and Compliance Services, PR Newswire / Vintage

.

.

.smith2DOWNLOAD THE REPORT BEFORE THE WEBINAR: 

Using this (click here) investor research report as a guidepost, our panel of industry experts will discuss actionable content that can take your conversations with investors to the next level.

THERE IS NO FEE TO ATTEND THIS WEBINAR and it is sponsored by PRSA’s Financial Communications Section. It is hosted by PR Newswire, CNW and Vintage.

.

.

 

How Investors Consume Content Q#11: For the stocks that you CURRENTLY OWN, do you read their Annual Reports?

The annual report is a key publication, both as a historical document and as a “visual voice” for a company’s future. New research (below) shows that only 17% of your investors report they don’t read it.

With such a high percentage of people reading the annual report, a valuable discussion for companies to have is how to not waste the marketing opportunity the annual report – literally – delivers. In fact, our print processes improve each year to help issuers maintain the “glossy” part and not just wrap the financial SEC 10-K. Both parts tell a story.

One way to investigate your opportunity and budget (and creative design) is to audit your last year’s annual report. Simply upload your 2013 annual report PDF here.

Q11_2014_100072

Click image to enlarge.

We print hundreds of annual reports. If you’d like to see samples, please contact us here.

Have a great day