1. Investor relations
Project support overview

2. We’ll help you to tackle your critical challenges
Sample projects
Illustrative questions finance leaders seek to answer
Develop a shareholder targeting strategy
What does our ideal investor look like?
What are the characteristics that we should use to prioritize one investor over another?
Plan and execute an investor or analyst day
What does the normal investor day look like in terms of budget, timing, location, etc.?
What are progressive things we can do to make our day more engaging and interesting?
Survey investor perception
How are investors thinking about our recent [acquisition/leadership change/product]?
What do investors want to see us talking more/less about in the near term?
Build an activism preparedness plan
What are the key areas where we’re vulnerable to activist investors?
Who within our organization should be involved if we face an activist campaign?
How can we make our quarterly earnings presentation more compelling?
What are ways that we can make our website more engaging and easily navigable?
Enhance investor communication channels

3. Tailored expertise and resources deliver impact in the areas crucial to your success
Benchmark the IR function
Upgrade the IR function
Stay ahead of the latest trends
How does my IR program stack up?
How do we improve our IR program fast and right?
How do I maintain a progressive IR program?
Compare the content and structure of your IR presentations to these examples
Analyze the scope of IR activities by reading our IR Benchmarking Scope Report
Assess investor perception by surveying the investment community using our Message Absorption Diagnostic
Evaluate the quality of your investor materials using our presentation review
Measure the quality of your IR website using our web audit service
Establish a comprehensive investor targeting strategy with this Ignition Guide
Improve internal IR reporting using these sample and customizable dashboards
Begin delivering compelling presentations using our step-by-step guide
Understand the ways other companies structure earnings calls to get the most out of your quarterly communications with this research excerpt
Deliver a progressive and engaging investor event by learning about analyst day innovations
Stay on top of trends and expectations related to MiFID II using this white paper
Anticipate the long-term impact of passive investing trends by reading this research brief on how passive investing impacts IR
Reconsider common misconceptions related to earnings guidance by reviewing our analysis on guidance
Incorporate infographics into your materials and disclosures by reviewing these tips and examples
Learn how other IR leaders are telling a compelling growth story and why it matters, with this research report

4. Your first 90 days as a client (Illustrative)
Month 1
Month 2
Month 3
Compare the content and structure of your IR presentations to these examples
Understand the ways other companies structure earnings calls to get the most out of your quarterly communications with this research excerpt
Begin delivering compelling presentations using our step-by-step guide
Incorporate infographics into your materials and disclosures by reviewing these tips and examples
Deliver a progressive and engaging investor event by learning about analyst day innovations
Learn how other IR leaders are telling a compelling growth story and why it matters, with this research report
Kick off this initiative with your service associate; discuss your challenges and align key resources
Review progress with your service associate and create a forward engagement plan
Review progress to ensure continued delivery of the right resources at the right time
Discussion: What do other companies’ investor materials and events look like?
Discussion: What can we do to improve the quality of our disclosures?
Presentation Review Results Delivery: What is separating our presentation materials from best-practice examples?
Discussion: How can we achieve best-in-class across all of our investor communication channels?
Discussion: How can we remain consistent in our messaging without getting stale?
Building Effective Presentations
The Strategic Impact of Investor Relations
Written Research
Service Associate Support
Analyst & Advisor Inquiries
Live Events

5. We cover a range of key finance and technology initiatives to equip you for success
Your service will be designed to help you deliver the underlying projects and initiatives that are crucial for accomplishing your biggest Finance challenges.
Budgeting
Cost Management
Facilities Management
Finance IT
Finance Organizational Structure
Finance Roles and Responsibilities
Finance Strategy
Finance Talent
Forecasting
Functional Analysis
Growth and Innovation
Internal Controls
Investor Relations
Management Reporting
Metric Selection and Dashboard Design
Portfolio Planning
Real Estate Functional Management
Real Estate Customer Relationship Management
Robotics
Shared-Service Customers
Shared-Service Fundamentals
Shared-Service Performance Measurement and Improvement
Shared-Service Strategy
Shared-Service Talent
Tax Operations
Workplace Strategy

6. Deliver your critical Finance priorities
We’re ready to help you excel against your critical finance challenges.
Get in touch to discuss how we can fast-track your success.