• On this page: Core Targeting/Contact Program |
• Conference Call Coordination |
• Perception Studies |
• Financial Communications |
• Shareholders’ Meeting Support |
• IR Web Site Management - CustomIR Platform

Like any sound business initiative, a successful investor relations program starts with a plan. We believe the best plan is one that harnesses all the available resources—experience, research, data, contacts—and channels them into an effective, working structure. This type of targeted approach establishes momentum for the investor relations program by continually providing the investing public with complete and accurate information to properly value the company’s stock.

In addition to providing investor relations consultation for management, HIR tailors IR and communications programs to meet individual company needs. We conduct both ongoing, full-service programs as well as strategic communications projects to value-add to existing corporate programs.

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Core Targeting/Outreach Program

Building investment community interest in your company

In order to achieve a proper valuation in the stock market, strategic investor relations marketing is key. Public companies need exposure to high-quality investors who can build an initial position and then support the stock during downturns in the market. In proactively marketing our client companies to Wall Street, we identify and contact professional investors who have long-term investment horizons. We target portfolio managers, analysts, brokers, and money managers based on their investment criteria (such as value, growth, or market capitalization) as well as those who have demonstrated an interest in peer companies.

As part of a proactive outreach program, HIR coordinates the following activities:

• Research your company and the overall industry
• Analyze the stock ownership of your company and peer companies to determine available investment opportunities
• Identify new, key potential investment community followers for your stock
• Target the best markets for investment interest and schedule one-on-one and select group meetings in those money management centers
• Provide post-meeting follow-up, including detailed surveys from the investment professionals visited
• Supplement management’s in-person IR meetings with targeted Web meetings/conference calls with potential investors and analysts
• Organize analyst tours of company facilities to broaden investors’ understanding of the business
• Identify appropriate investment conferences and solicit presentation opportunities for management
• Market your story to the investment community through our daily discussions with Wall Street contacts
• Maintain a comprehensive database of investment community contacts for your firm

Conference Call Coordination

Cost-effective and efficient exposure to a broad investor audience

HIR coordinates all aspects of investment community conference calls, for both quarterly earnings calls as well as teleconferences to discuss major, strategic corporate developments. Our conference call coordination includes the following:

• Set up appropriate protocols for the event
• Schedule the call and Webcast with the teleconference provider
• Draft and disseminate the press release announcing the event
• Personally invite key investors and analysts to join the call
• Script management’s opening remarks
• Prepare potential questions and review appropriate responses with management
• Maintain quality control of both the teleconference and Webcast
• Provide management with post-call feedback from attendees and recommendations for future calls

Perception Studies

Determining investor opinion about your company

Knowing what your shareholders are saying about your company is a key part of a solid investor relations program. Investor perceptions drive the IR message and help identify areas of investment interest as well as aspects of your story that may be confusing, or misunderstood by investors.

HIR canvasses these investor perceptions about your company, providing the following services:

• Conduct detailed conversations with analysts, shareholders and prospective shareholders to determine the current perception of your company within the investment community
• Provide a comprehensive report to management summarizing investor opinions and including detailed comments from our conversations with investors and analysts
• Recommend next steps for the company’s investor relations program
• Conduct pre-earnings perception studies

Financial Communications

Improving the flow of information to Wall Street

HIR helps clients achieve clarity and consistency in their communications to Wall Street. We implement myriad financial communications activities, including:

• Message development
• Presentation design and development
• Public speaking/presenter training
• Press release writing, editing and dissemination
• Fact sheet design and production
• Annual report production and coordination

Shareholders’ Meeting Support

Ensuring a smooth, worry-free annual meeting

Planning and arranging a shareholders’ meeting can be a daunting task. HIR will manage all the details of your annual meeting so you can focus on the bigger picture. Our shareholders’ meeting support includes:

• Event planning and arrangements
• Proxy mailing coordination and distribution
• Proxy solicitation assistance

IR Web Site Management—CustomIR Platform (CIR)

Enhancing your Internet relationship with investors

CustomIR is an integrated online system featuring best practices in investor Web site content and online communications tools. CIR incorporates robust IR content, Corporate Governance, enhanced disclosure, a dynamic Internet-based contact manager, and broadcast e-mail and fax distribution. Developed by a former Institutional Investor-rated Wall Street analyst, this powerful IR management software tool provides complete financial and investor content for your IR Web site as well as a dynamic contact manager to closely track new and existing investment community followers of your company. In addition, CIR includes Web authoring capability, real-time automated posting of SEC filings, automated distribution of investor e-mails and faxes, and user tracking and identification. HIR implements and manages the CustomIR platform for client Web sites, updating content on an ongoing basis. In addition, we measure and analyze IR Web site usage, and produce activity reports for management on program results and effectiveness.