Shareholder Communications

Writing Earnings Releases for the Associated Press’ Robots

A very interesting question was posed by a client: “Do I need to write my earnings release in any special manner […]

Financial CHOICE Act of 2017 Act Brings Change to Dodd-Frank Disclosure Requirements

While we were all enthusiastically traveling back (on June 9) from the 2017 NIRI Annual Conference in Orlando, the House […]

Infographic: Tangible Information Remains a Driver of IR Website Traffic from Wall Street

With Question 4 of the 2017 Shareholder Communications 365 Study, we learned that only 20% of institutional investors visit your investor relations website […]

75% of Institutional Investors Want the Full Story at Their Fingertips

I am asked, on occasion, for my view on “web disclosure,” which is defined within the investor relations niche as […]

Infographic: Where Institutional Investors Read News and Earnings Releases

With last week’s Question 3 of the 2017 Shareholder Communications 365 Study, we learned that 95% of institutional investors visit your investor relations website as part of their initial due diligence prior taking (or not taking) a position.

Infographic: Before Institutional Investors Buy, Do They Visit IR Websites?

Last week via Question 2 of the 2017 Shareholder Communications 365 Study, we learned that the majority of institutional investors that hold your […]

Infographic: How Often Do You Visit the IR Website of the Stocks You Own?

Last week via Question 1 of the 2017 Shareholder Communications 365 Study, we learned that 65% of institutional investors consider […]

Infographic: Does Wall Street Require Issuers to Have an IR Website?

Since the day I marketed my first IR website in 2000, I’ve been a staunch evangelist for the product. It’s […]

Your 10-K is Coveted (and Comprehensive) Content

After the organized chaos of 2017’s first “Earnings Season,” we are all immediately thrust into what was once called “Annual Report” season. […]

Take Your Earnings Release to the Next Level

Every quarter, the earnings release raises the stakes for corporate communications professionals. Here's how to plot your course.

Managing the Narrative: Investor Relations Officers and Corporate Disclosure

Academic whitepapers regarding investor relations tend to disappoint me. The lionshare I have read (or snoozed through) are invariably based […]

New Study on Guidance Shows Deep Concern over Consensus Earnings and Short-term Volatility

The discussion of company guidance vs. meeting consensus estimates is hardly new. Certainly, in the mid-2000’s (thanks, Enron!) the practice […]