IR Website Best Practices Session 2 - January 14, 2010

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IR Website Best Practices Session 2 – January 14, 2010 Presented by Catherine Crofton Vice President, Sales & Marketing

description

This presentation was a follow up to a webinar Catherine conducted on this topic in April 2009 in which she discussed five common barriers that block potential investors from understanding a company’s investment story. This time, her presentation focused on how to build investor confidence through effective online communications. In particular she outlined some critical improvements to consider making to the IR website in 2010 including: 1. Providing immediate entry points to all users 2. Providing a company snapshot (industry) 3. Detailing the market opportunity 4. Communicating a clear strategy 5. Emphasizing why leadership is suited to execute strategy 6. Summarizing ‘Why Invest?’ proposition 7. Using technology to engage & increase accessibility 8. Broadening reach, increasing accessibility & engagement and protecting shareholder value via social media

Transcript of IR Website Best Practices Session 2 - January 14, 2010

Page 1: IR Website Best Practices Session 2 - January 14, 2010

IR Website Best PracticesSession 2 – January 14, 2010

Presented by Catherine CroftonVice President, Sales & Marketing

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Q4 Web Systems – Introduction

Web platform to manage IR websites and communications

Complete CMS control with workflow and collaboration

Customizable best practice templates & implementation

Automated news posting and dissemination

Detailed website records and audit trail

Social media and XBRL integration

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Methodology

CICA Corporate Reporting Awards experience

Investis Quarterly

IR Global Ranking

UK IR Society

IR Magazine Awards

http://www.q4websystems.com/Solutions/IR-Website-Best-Practices/default.aspx

Link for previous IR Website Best Practice presentation:

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“Never invest in a company that you don’t understand”

Warren Buffet

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Top Improvements for 2010:

1. Provide immediate entry points to all users√

2. Provide a company snapshot (industry)

3. Detail market opportunity √

4. Communicate a clear strategy

5. Emphasize why leadership is suited to execute strategy √

6. Summarize ‘Why Invest?’ proposition √

7. Use technology to engage & increase accessibility

8. Broaden reach, increase accessibility & protect shareholder value via social media

√ These items have been covered in greater detail in our previous presentation:

http://www.q4websystems.com/Solutions/IR-Website-Best-Practices/default.aspx

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Provide immediate entry points to key content for all users

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Consider relationship to all audiences

1. Potential investor

2. New investor

3. Longer term investor

http://www.q4websystems.com/Solutions/IR-Website-Best-Practices/default.aspx

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IR Index Page

http://www.danskebank.com/EN-UK/IR/Pages/investor-relations.aspx

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Provide a snapshot of your company

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At-a-Glance

http://www.bce.ca/en/investors/investmentoverview/investingbce/

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At-a-Glance

https://www.credit-suisse.com/who_we_are/en/at_a_glance.jsp

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At-a-Glance

http://www.shell.com/home/content/investor/shell_at_a_glance/

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At-a-Glance

http://www.matrikon.com/corporate/investors/corporateinfo/index.aspx

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Fact Sheet

http://www.basf.com/group/corporate/en/function/conversions:/publish/content/investor-relations/images/BASF_Factsheet_Q3_2009.pdf

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Detail your Market Opportunity

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Market Opportunity

http://www.potashcorp.com/investor_relations/industry_overview/2008/our_business/global_development/

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Communicate a Clear Strategy

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Strategy

http://www.basf.com/group/corporate/en/investor-relations/strategy/index

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Strategy

http://www.basf.com/group/corporate/en/investor-relations/strategy/cost-of-capital/index

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Strategy

http://www.basf.com/group/corporate/en/investor-relations/strategy/cost-of-capital/profitable-growth/index

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Strategy

https://www.credit-suisse.com/who_we_are/en/strategy.jsp

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Strategy

http://www.shell.com/home/content/aboutshell/our_strategy/dir_our_strategy.html

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Strategy

http://www.shell.com/home/content/aboutshell/our_strategy/update_2009/update_2009/

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Scenarios – how we adjust our strategy

http://www-static.shell.com/static/public/downloads/brochures/corporate_pkg/scenarios/shell_energy_scenarios_2050.pdf

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Strategy

http://www.imperial-tobacco.com/index.asp?page=50

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Strategy

http://www.imperial-tobacco.com/index.asp?page=50

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Strategy

http://production.investis.com/laird/about/strategy/

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Emphasize why leadership is suited to execute strategy

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Leadership – Communicating Board Skills

http://www.nexeninc.com/Governance/Board/Board_Bios.asp

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Summarize your‘Why Invest?’ proposition

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Why Invest?

http://www.potashcorp.com/investor_relations/why_invest/six_keys/

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Use technology to engage & increase accessibility

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Strategic use of Flash Animation

http://www.potashcorp.com

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Customization – IR Index Page

http://www.eni.com/en_IT/investor-relation/investor_landing_struttura.shtml

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IR Index Page

http://www.eni.com/en_IT/investor-relation/investor_landing_struttura.shtml

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Customization – 'My Page'

http://www.aviva.com/index.asp?pageid=3

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Investor Surveys

http://basf.surveyworkshop.de/index.php?m=survey&id=60&t=4

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Interactive online annual reports

http://www.envisionreports.com/enerplus/2009/25ma09048/index.html?voting=true

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Sorting & filtering

http://www.adidas-group.com/en/investorrelations/events/default.aspx

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Interactive Financials

http://ri.embraer.com.br/Embraer/PlanDinamicas.aspx?ln=en

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Social Media Broaden reach, increase accessibility &

protect shareholder value

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Twitter use for IR - by Sector

See full report:

http://www.q4blog.com/2009/11/18/report-reveals-175-increase-in-adoption-of-twitter-for-investor-relations-during-q3/

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More issuers integrating social media

http://ri.embraer.com.br/Embraer/Show.aspx?id_canal=/BeJwfoNTmJjiSdRbjMMcQ

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More issuers integrating social media

http://www22.verizon.com/socialmedia

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More issuers integrating social media

http://www.att.com/gen/press-room?pid=5000

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More issuers integrating social media

http://news.commvault.com

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TVI Pacific - Small Cap Social Media ROI

Objective Increase web traffic Improve liquidity Increase share price 35 % institutional target

Tactics Website redesign Twitter Facebook YouTube Flickr

Connect with us:http://www.tvipacific.com/Investors/Investor-Connect/default.aspx

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Results

Website visits up from 100/mth to 4,000/mth Social channels

Twitter 78 followers Flickr 1331 photos viewed YouTube 603 views Slideshare 625 views (440 on slideshare, 185 embeds on TVI site)

Average daily trading increase of 55% Share price $0.06 before launch to $0.11 today

Read more about this on our blog:

http://www.q4blog.com/2010/01/11/tvi-pacific-shares-roi-of-using-social-media-for-ir/#more-1536

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Proactive vs. Reactive use of Social Media

Proactive Early on Twitter,

YouTube and SlideShare

Front run issues with activists

Shapes the discussion Mitigates value

erosion

Reactive Late adopter Activist shaping truth

online and impacting media

Stock value eroded Moved aggressively to

execute on social media

Still working through issues

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Q&A

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Thank you!

Contact: Catherine Crofton1-877-426-7829 ext. [email protected]

http://twitter.com/CCrofton

www.q4blog.com

http://twitter.com/q4websystems