THE RIGHT TECHNOLOGY IN INVESTOR
RELATIONS: WHAT TO DO ONLINE?
THOMSON REUTERS
Alex Ménage
Head of Business Development Corporate Services
Rapidly Developing Economies
AGENDA
• Introduction
• Investor Relations Website
• Video & New Media
• Mobile Technology
• Social Media
• Bringing Technology
Together
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INTRODUCTION
• Investor Relations teams use technology to:
– Share their investment story
– Enhance investor communication
– Improve their workflow
– Discover best practices
– Understand their Investors and Global Financial Markets
• Technology needs to be ‘joined up’
• Fast growing trends that we observe:
– Use of video in IR and Corporate Communications
– Mobile technology
– Social media
IR WEB PRESENCE IS KEY FOUNDATION
• First port of call for
investors - reduces call
traffic and demands on
team
• A poorly structured
website with little
information will put
investors off
• Regular, dynamic updates
allow you to keep your IR
audience up to date
• Allows you to track visitors
4
RAPIDLY GROWING USE OF VIDEO
• Builds trust and
credibility
• Improves reach
• Engages Investors
• Important source of
innovations
• Sets your IR program
apart from peers
RAPID GROWTH IN MOBILE IR
• 34% of European Corporates believe their target
audience accesses their website via an iPad or
another tablet
• 22% intend to add support for smartphones or
create a iPad/tablet app during 2011
• 18% would like to add iPad/tablet support to their
online annual report
• Shift from only voice + email to internet + apps
broadens scope of possibilities
MOBILE PRODUCTIVITY FOR IR
• IRO’s frequently on the road
• Staying on top of newsflow is challenge
• Need to keep up to date with stock,
peers, analyst research
IR ATTITUDES TO SOCIAL MEDIA
• Many Investor Relations Officers (IROs) don’t use
social media as part of their IR program
• Many IROs believe it will grow in importance
Sectors where Social Media becoming more important
Semiconductors
Medical Technology & Services
Telecommunications
Retail
Luxury Goods
INVESTOR RELATIONS CONCERNS
• Compliance issues
– Ensure information is in official release
– Consider social media as an extension of your
communication resources
• Am I reaching investors and analysts?
– Reaching retail investors and private client advisors
– Getting message out to investment community quickly and
fairly
– Institutional investors and analysts use social media more
than many think
TOOLS FOR IR: SOCIAL MEDIA
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WHAT SHOULD IROS BE DOING?
• Policy & procedure
– Implement company policy regarding disclosure of work
related information
– Make employees aware of policy
– Ensure employees are aware of relevance of their
comments, use privacy controls
• Monitor social media
– Tools available to scan social media
– Review popular customer, supplier blogs
– Watch for the ‘jump’ from online only to market
BRINGING TECHNOLOGY TOGETHER
• Technology needs to be
integrated
• Webcasting
• Website traffic
• Social media
• Share ownership
• Investor targeting
• Mobile tools
• Roadshow activity
12
DESKTOP TOOLS: MEASURING THE
IMPACT OF YOUR MESSAGE
Analyst Assessment
Know what sell-side
analysts are saying
about your company in
their research, news and
blogs, and how they are
expected to revise their
estimates.
Smart Targets
Identify your top investor
opportunities & risks
Website/Webcast
Traffic
Monitor traffic to your IR
Website and latest
webcast
News Impact
Track how news mentions
of your company are
impacting your stock price.
Social Media
Monitor the sentiment
about your company across
traditional and social
media.
Industry Influencers
Identify the top online
influencers in your industry
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DESKTOP TOOLS: MEASURE THE IMPACT OF
YOUR INVESTOR MANAGEMENT PROGRAM
Webcast Traffic
Monitor traffic to
your latest
webcast
News Reach
How are investors
reaching your
website
Website Traffic
Understand the
volume and
location of
visitors to your IR
website
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CONCLUSION
• Rapid pace of change in Investor Relations and technology
• Mobile, video, social media usage are growing fast
• Increasing demands on IR officers and management teams
• Technology can be an enabler, allowing IR teams to:
• Communicate investment story more effectively
• Track investors and analysts
• Monitor feedback
• Understand global financial markets
Questions?