An effective IR strategy has many components.  Such as setting measurable short and long-term goals and objectives and developing strategic messages and tactics to deliver the program.  The plan must also be monitored to measure its effectiveness and fine-tuned as needed.
Short and long-term goals and objectives can include identifying investors who are interested in your sector and/or known to have invested in your peers to meet with over the course of the year. (Although making sure you also meet with your current investors should also be a priority).
Okay, so you …

Advisors understand that social media is one of the fastest growing communications channels in the world. Social networks improve the ability of financial advisors to increase the amount of clients under management as well as increase their interaction and visibility with them. Unfortunately financial advisors still struggle to adopt and maximize social media and its benefits. Our study points out many of the challenges faced by financial advisors in utilizing social media, but it also seeks to emphasize the reasons behind these struggles while offering advice to help the financial …

Lot’s of great reading on Twitter this week:
Josh Clark debunks the 7 Myths of Mobile Web Design: http://tnw.co/u9MqRR
Lessons from the Australian Parliament’s iPad Revolt: http://onforb.es/tDj75g
Google to end support for Blackberry Gmail app this month: http://bit.ly/uAgTqI
Company Tweets and Regulation FD: Material or Immaterial?: http://bit.ly/uJ3JLf
A New Way to Learn About Bloomberg: http://ow.ly/7jAZA
Global Buy-side Attitudes Regarding Superstar CEOs: http://bit.ly/s9ety1
When Placing Ads, Don’t Underestimate the Value of Mobile: http://goo.gl/5W4lS
It’s Official: Flash Mobile Player is Dead: http://on.mash.to/tDy9WA
Social Media Use in Financial Services: Our Ongoing Research: http://j.mp/sIvGir
Raymond James Gets Social Media Right: http://stks.co/14QY
Infographic: The social media …

This is the second part of an interview I conducted with PotashCorp.  If you missed part 1, you can read it by clicking here.
C: Often I hold your site up as a best practice example for other companies but the response I get from some IROs is, “We don’t have the same size team as a company like Potash – we don’t have that kind of budget.” What’s your response to that?
T: People think we have a much bigger team than we actually do. We have only just recently hired …

Through my involvement over the past 10 years as a panel judge in the ‘Electronic Disclosure’ category of the Canadian Institute of Charted Accountants (CICA) Corporate Reporting Awards, I have become very familiar with the PotashCorp website (www.potashcorp.com). In my work with Q4, I often refer to it as an exemplary model of best practices.
Recently I interviewed Tim Herrod, Director, Treasury (C.A.) and former Manager, Investor Relations with PotashCorp, who was instrumental in helping to plan both the award-winning former site and current redesign, which was launched in January of …

Social media has made the sharing of ideas and information easy.  Sometimes you may see a tweet that catches your eye  – but if you’re not fast enough it’s already been replaced with something else.  Add to that, the fact that sometimes there are not enough hours in the day to read everything.
That’s why we’ve decided to put together a list of some interesting things we’ve been reading and subsequently sharing with our followers for the week of August 1, 2011:
Paper on investor relations and social media in the new …

Social media has made the sharing of ideas and information easy.  Sometimes you may see a tweet that catches your eye  – but if you’re not fast enough it’s already been replaced with something else.  Add to that, the fact that sometimes there are not enough hours in the day to read everything.
That’s why we’ve decided to put together a list of some interesting things we’ve been reading and subsequently sharing with our followers for the week of July 18, 2011:
Is the SEC redefining Insider Trading: http://t.co/XMYHB2B
Google+, Investor Relations and …

Rivel Research is well-known for their ability to gather, analyze and interpret investment community feedback.  Their work spans many industries and is used by a broad range of executives from boards of directors, to C-Suite executives, marketing teams and investor relations and corporate communications professionals.
To this end, on a quarterly basis Rivel issues best practice reports based on topics of interest from members of the Rivel Intelligence Council (comprised of senior level investor communications executives) and assessed by buy-side investment professionals in both the US and Europe.
What follows are some …

In the second of two posts from the NIRI ‘Fundamentals of Investor Relations’ seminar in Santa Monica, we examine ‘The Buy Side’ in understanding the work of analysts. Our presenter was Victor Hawley, a Principal of Reed Conner & Birdwell where he serves as a well-respected Portfolio Manager/Analyst and co-manages the RCB Large Cap Value strategy.
The Buy Side works for institutional stock owners and manages trillions of dollars for every type of investor (individual, pension, corporate, government, museum, hospital, charity etc). Their clients are as global, as is the investment …

I missed this week’s #irchat.  As I was reading through the transcript (which can be accessed here), I thought I would transcribe the discussion for the benefit of everyone.
Typically, three or four questions are asked.  But this week, the first question dominated the hour-long session. @meetthestreet asked:
Q1: Institutional Investor recently wrote about social media’s role in equity research: http://bit.ly/94w06K. Do you think this has legs?
Here is a snippet from the article:
Bolstered by the low cost of online publishing and the rising popularity of blogs, discussion forums and commenting, a growing …