Free whitepapers on important Investor Relations issues.
IR Website Disclosure: Data Security Best Practices for IROs in the Digital Age
October 2014
As technology continues to advance, IR disclosure systems need to keep up with the pace. The trend toward instantaneously available information is great for communication, however, it also means that disclosure accidents like premature publications or leaks are all the more visible. That extra visibility has the potential to impact stock price and company reputation within a matter of minutes, presenting a hefty clean up challenge for the IRO. This guide will explore the IR web content challenges present today, and what kinds of measures to have in place for effective control over content disclosure.
Investor Relations for IPOs - A Best Practices Guide
July 2014
“The general who wins the battle makes many calculations before the battle is fought,” said the master strategist of the sixth century, Sun Tzu. For corporate leaders looking to go public in the 21st century, not much has changed — success depends on planning and a strong team. Best practices advise preparing for life as a public company well before your actual IPO with the right team as well as the right message to the investment community in place.
Archive
How to Make Sense of Reg FD and New Disclosure Channels
June 2013
Most public companies think in terms of 10-Ks, 10-Qs and 8-Ks when it comes to disclosure, but the SEC’s recent endorsement of social media marks a key development in the annals of investor relations. Social media outlets like Twitter and Facebook are becoming increasingly accepted channels for material information, and it’s more important than ever to understand best practices in a world of tweets, cashtags and wall posts.
IR Website Best Practices - Compliance & Disclosure
June 2012
Every Investor Relations Officer knows the importance of an IR website, though the purpose and goals of the site will vary based on the needs of each company. For many, the site serves as the archive of record for all historical public disclosure, while others view it as the primary method of disclosure itself. And for some, the IR site is simply used to maintain compliance with SEC regulations. Regardless of the perspective, a great IR website serves as an easy way to communicate important information to a large number of investors or analysts in real time, and in a consistent manner.
This guide is part of a series of informational materials produced by SNL IR Solutions to assist companies in maximizing the value of their IR site. This publication focuses specifically on compliance and disclosure issues, as well as web best practices. These are essential building blocks, and no IR website is complete unless certain regulatory requirements are met and proper web standards are maintained, making the experience both valuable and easy for company shareholders.
Leverage Sector-Specific Data for a More Compelling IR Web site
July 2011
For a public company, an Investor Relations Website is more than just a regulatory requirement, it's a communications platform. Investor Relations Officers should view the IR Website as an opportunity to connect with investors and analysts in a medium that offers technological and functional advantages that cannot be matched by paper filings, 24 hours a day, 7 days a week.
Companies can utilize their IR Websites to differentiate themselves and provide a more comprehensive sense of their strategy and results by including content that speaks more directly to their business and their industry. It's also an opportunity for companies to outline their own unique approach within the industry that makes their value proposition compelling to an investor, and to provide the financial data alongside that message to back it up. This whitepaper provides some examples of sector-specific data that can add great value to company IR Web sites in different industries.
