Q3'24 Inside The Buy-Side® Earnings Primer®

Earnings Pre-announcements

All signs seem to point to more, not less, retail shareholder involvement in the capital markets ecosystem in the future. And rightfully so: the democratization of investment tools and resources means that the modern retail shareholder is better equipped than ever to learn about your company. For IR leaders, this underscores the importance of transparent communication and sometimes novel forms of engagement, catering to a segment that’s growing in both size and significance. And don’t forget — individual employees are also part of the retail fabric, making easy-to-understand, educational communication critical to engaging this group at deeper levels

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Downturn Playbook​

Balancing the downturn playbook with messaging around confidence and durability is critical. So, what should companies do effectively land this communication approach and build trust with the Street?

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2021 In Review

It’s hard to believe we’re about to close another chapter – 2021. It has been an intense but highly fulfilling year working with our valued clients to achieve great outcomes.

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Talent

Seemingly, they understand the trade-off between higher costs and growth-enabled talent. Organizations of all shapes and sizes are at very different points in their talent evolution, but one thing is consistent: investors – and employees – are looking for a transparent view on corporate efforts.

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Investor Relations Strategy Benchmarking

As investors continue to drink out of the proverbial fire hydrant – on average, they are responsible for 45 core portfolio holdings while concurrently researching another 55 investment opportunities that fundamentally fit their firm and/or fund investment criteria – 2022 IR strategies amid an uncertain environment must be developed to “cut through the noise” and position your differentiated investment story, tied to clear goals and benchmarks.

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