Investment Community Outreach
Analysts and Institutions
- Determine outreach priorities and design a plan that leverages senior management's time and other corporate resources.
- Broaden sell-side analyst/market maker support:
- Prepare peer group analysis of research coverage.
- Determine additional sell-side targets based on company-specific factors.
- Analyze support provided by current investment banking relationships.
- Schedule and facilitate meetings between company management and analysts.
- Organize follow-up efforts to expand coverage.
- Develop and maintain a system to monitor ongoing contacts.
- Increase breadth and depth of institutional ownership:
- Contact existing stockholders to determine desired level of ongoing communications.
- Prepare peer group analysis of institutional ownership.
- Prepare list of additional targeted institutions based on investment focus.
- Initiate schedule of investment-bank-sponsored research conferences.
- Develop plan for and manage company-sponsored institutional meetings.
- Evaluate participation in independent research conferences and other financial analyst forums.
- Review financial advertising opportunities targeted to the institutional market.
- Develop and maintain system to monitor ongoing contacts.
Retail and Individual Investors
- Expand communications with the brokerage community:
- Organize presentations for key institutional and retail sales groups within sponsoring investment banks.
- Create fact sheet and other materials to be mailed to targeted brokers.
- Review financial advertising opportunities targeted to the brokerage market.
- Implement strategies to address retail investor market:
- Review financial advertising opportunities targeted to retail investors.
- Consider retail-oriented conferences sponsored by NIRI and NASDAQ
- Evaluate dividend reinvestment plans and direct stock purchase plans aimed at individual stockholders.
- Pursue local and national media opportunities in targeted publications.
- Maintain and update IR information available through the corporate Web site.
