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 …

In her article “Should CEOs lose sleep over analyst recommendations” Clare Harrison, IR Magazine’s Deputy Editor, poses the question “How much attention do investors really pay to analyst recommendations?”
I think she raises some interesting points in answering the question. So much so that I’d like to reinforce and provide my two cents from an IRO perspective on those points here.  I’ll also provide some suggested tactics IROs can use to foster relationships and gain credibility with investors, and ways to help them make informed investment decisions about your company.
Recommend …

Earlier this year, I wrote a blog post that recounted a discussion that ensued on #irchat regarding one of Rivel’s research findings in late 2009 regarding IR’s role in a company’s valuation.
An interesting discussion developed when Dan Dykens, CEO of Meet the Street and host of #irchat asked “What do you think about Rivel Research’s buy-side survey which suggests that the valuation differential between good and bad IR is 35%?”
This question stirred up quite a debate, especially since no one had access to the methodology or a definition of what …

Every Thursday @ 1:00 p.m. ET I participate in #irchat on Twitter.  It is a weekly event hosted by Dan Dykens, CEO of Meet the Street, an online matching network for non-deal roadshows, which electronically schedules meetings between the buy-side and corporate executives.
The session only runs an hour so Dan asks one question every 15 minutes which gives us time for usually about three to four questions.  He does a fantastic job of stimulating the conversation by asking thought provoking questions which creates a lot of debate among the experienced …

Recently, I responded to a discussion on LinkedIN entitled “Required skill sets for IR professionals”. The person who started the discussion was a former portfolio manager and head of research who now has his own consulting business that is putting together a training course for IR professionals. He asked “in addition to how the buy-side analyzes company financial statements and announcements, values a company’s shares and assesses corporate strategy what else would an IR professional need when dealing with the buy-side?”
Dealing with the buy-side has been pushed to the top of …