Topic General

We are big fans of press releases for Heads of IR.  It provides prominence to the role and visibility.  A great way to build credibility in the role.

Here is a nice document on transitioning back to in-person.  The pendulum will swing back to a good mix of in-person (which is very effective) and virtual (which is very efficient).

Here is a good press release to announce the hiring of an IR manager, who is from an IR firm.  In addition, how equity is part of the compensation.  A nice way to show alignment of duties to shareholders.

Fresh sets of eyes are very valuable.  Here is an e-blast which seems harmless.  But, having what appears to be “SELL” in your subject header for each blast can work against you.  Or, at least not for you.  See the document herein for an example.

Here is a response to an activist letter.

Although atypical, here is a formal company response to a 13D filing by an investor. 

Here is a nice example of a press release that discloses the termination of a merger agreement.

Here is a nice quarterly shareholder letter which gives a synopsis of key highlights and information.  We like this.

Here is a great example of an IR E-Newsletter. It provides a quarterly outreach to your investor and analyst base. Not too detailed, but just enough to make it informative.

Here are some tips and thoughts regarding financial media opportunity for executives. This includes our ranking of the best financial media options.