Tag Archives: investor relations

Page 1 of 212

The eyes have it

Make no mistake. Institutional investors are watching—and taking aim—at companies with less-than-stellar governance practices. That, in turn, puts IR professionals in the line of fire
By Chaya Cooperberg
May 19th, 2017

If it wasn’t already clear, both passive and active institutional investors continue to demonstrate to public companies that they care about good governance. Over the past year, the world’s three largest asset managers—BlackRock, Vanguard and State Street—have bulked up their … Continue reading

Posted in Views | Tagged , , , , , , , , ,

One voice for many audiences

Transformative events like mergers or acquisitions often hinge on an integrated approach to investor relations. But the value of coordinated communications for a company’s brand is evident every day, in every area of the operation
By Chaya Cooperberg
December 19th, 2016

A merger or acquisition often involves a long courtship. The announcement of the transaction can feel anti-climactic after months, or even years, of cultivating the relationship. For public companies, though, a pitch-perfect announcement is critical to earning the approval of … Continue reading

Posted in Views | Tagged , ,

Bringing investor relations into the boardroom

As boards—not to mention regulators and other stakeholders—put greater emphasis on board diversity and shareholder engagement, the need for IR professionals at the table is growing
By Chaya Cooperberg
August 1st, 2016

Here’s a question for boards to consider: is it time to add an investor relations expert to your slate? IROs are indeed starting to take on director roles in corporate North America, and with good reason. In this era of … Continue reading

Posted in Views | Tagged , , ,

IR: a lifeline in hard times

As companies in our energy economy struggle for survival, everything is on the table. That’s also why there’s a strong case to be made for continuing to invest in investor relations
By Chaya Cooperberg
May 30th, 2016

Last summer, I advertised for a mid-level position on my investor relations team, based in Toronto. The responses rolled in, with the calibre and seniority of applicants higher than I anticipated. More than half of the résumés were from Western … Continue reading

Posted in Views | Tagged , , , , ,

Getting boards engaged with shareholders

The practice of investor relations is beginning to reach beyond the corporate office and into the boardroom. How and when should directors meet with the Street?
By Chaya Cooperberg
December 15th, 2015

Long the domain of corporate executives, investor relations is starting to extend beyond the C-suite into boardrooms as shareholders seek access to independent directors and a clear process for interaction on issues of governance. Some of the world’s largest institutional … Continue reading

Posted in Views | Tagged , , ,

Why there are virtually no virtual AGMs

Some U.S. companies now have online-only annual meetings, and our regulatory framework allows for it, but shareholder opposition is vocal
By Chaya Cooperberg
July 28th, 2015

When Hewlett-Packard held its first virtual-only annual meeting in March, it did so to give more shareholders the opportunity to participate. What it got in return was vocal shareholder opposition. Accessed online via video webcast, the meeting was technically well … Continue reading

Posted in Views | Tagged , ,

Ready for your screen test?

Sustainability—social, ethical and environmental—is becoming financially material. Companies that aren’t making it a key part of their investor relations strategy could be risking more than they know
By Chaya Cooperberg
May 16th, 2015

“How many women are on the senior executive team?” the portfolio manager asked. It was his third question at a one-on-one slot with our company during a sprawling, multi-sector investor conference in February. The meeting came toward the end of … Continue reading

Posted in Views | Tagged , , , , ,

Spare the paper, boost the engagement

Notice and access is making slow progress in Canada since it was approved in 2013. But wherever it’s applied, shareholders show they are ready for new channels for proxy communication
By Chaya Cooperberg
October 30th, 2014

In a recent conversation with four other investor relations officers, each representing a sizeable Canadian public company, the topic of notice and access came up. Of the five of us, only two were early adopters of the process introduced in … Continue reading

Posted in Views | Tagged , , , , ,

Gearing up for an analyst day

There are many good reasons to hold an analyst day, and just as many not to. Here are some signs that your company may be ready—and some tested advice on making it a success
By Chaya Cooperberg
August 27th, 2014

After more than a half-dozen years leading investor relations at a large-cap industrials company based in Toronto, I finally recommended to our executive team last year that we hold the company’s first analyst and investor day this past spring. Why … Continue reading

Posted in Views | Tagged , ,

Is everybody out there?

What’s the biggest way social media and online culture is changing how companies communicate? Exclusivity is history.Whatever message you’re delivering, know that every shareholder, stakeholder and critic is within earshot
By Jim Middlemiss
August 24th, 2014

When Bombardier Inc. launched the maiden flight of its CSeries jet last September, the company broadcast the three-hour-plus event in a live, bilingual webcast that was more Canada AM than a traditional corporate video. Held outdoors at the Mirabel airport … Continue reading

Posted in Features, Special Reports, Top Stories | Tagged , , , , , , , , , , ,

Taking the measure of your IR team

Though it’s tempting to do so, boards and management shouldn’t look at company share price to evaluate the performance of their IR department. There are many more accurate indicators to choose
By Chaya Cooperberg
April 21st, 2014

In many companies, the fiscal year typically kicks off with exercises in goal setting, as employees commit to objectives in hope of recognition and reward come review time. For investor relations professionals, working within the dynamic and often volatile environment … Continue reading

Posted in Views | Tagged , , ,

Tough times? It’s IR as usual

Insider: David Garofalo
February 26th, 2014

Who David Garofalo, president and CEO HudBay Minerals Inc. (TSX:HBM), one of Canada’s few mid-tier mining companies, producing gold, copper, zinc and silver, with projects in development in North and South America. Involvement Garofalo, who was appointed CEO at HudBay … Continue reading

Posted in Insider | Tagged , ,

Tell one, tell all

Channels for public company communications may be evolving as the use and utility of social media explodes, but the big lesson of 2013 is that the same strict rules of disclosure still apply
By Chaya Cooperberg
December 13th, 2013

Looking back on the year in investor relations, the buzz was all about social media. In the U.S., the Securities & Exchange Commission’s approval, with certain caveats, of tools such as Twitter for public company disclosure stirred debate. The mid-summer … Continue reading

Posted in Views | Tagged , , , ,

The end of shareholder ownership surprises?

Proposed amendments to the CSA’s ownership disclosure “early warning system” would create a level field for all investors and help companies prepare for activists
By Chaya Cooperberg
September 16th, 2013

Much of the investment community takes a breather during the summer. Trading volumes thin out while arteries out of the city clog. Yet this year, even as the longer, warmer days brought a respite from harried investor portfolios, some new … Continue reading

Posted in Views | Tagged , , ,

Analyst coverage a moving target

Cuts to equity research at the big banks are pushing certain deals—and company coverage—to mid-tier and boutique outfits. And it could mean a few new stops on your next road show
By Chaya Cooperberg
June 18th, 2013

Even as equity markets in the U.S. and Canada have rallied in the wake of the recession, equity research analysts who earn a living researching and recommending stocks have not fared as well. The mammoth U.S. banks such as Goldman … Continue reading

Posted in Views | Tagged , , , ,
Page 1 of 212