- Organisation and set up of unit
- Regulatory and legal set up
- Coordination of planning activities
- Creation of segment reporting
- Preparation of best in class web site and contents
- Analysis and review of investor base, underweight and overweight analysis with peer group
- Peer analysis and industry search
- Exercise aimed at planning yearly investor marketing trips targeting different types of investors (Value, GARP, Income, Index , Hedge Funds, SWF, etc.)
- Direct mail & email programme
- Support preparation of a new Strategic Plan, company positioning and equity story preparation
- Benchmarking Analysis on Peer Group
- Full preparation of Analyst/Capital Markets Day normally jointly with company broker/advisors
- Advice on presentation materials, script and Q&As
- Collateral material development (industry data, ad hoc presentation for conferences, etc.)
- Strategic Plan and equity story: company positioning and equity story preparation
- Overall management and preparation of full financial communication
- Investor targeting
- Support to management training (legal, MAR, Regulatory, etc.)
- Pre/post corporate event sounding board carried out on the basis of carefully selected investors and analysts (equity and fixed income) in order to understand what investor perception is and how it could be improved
- Perception studies pre and post earnings calls
- Creation of a “one voice” corporate identity which defines a strategic path along a multi-year strategic plan disseminating the company’s mission and values
- Focus on efficient corporate communication to nurture all internal and external stakeholders
- Support IR team in keeping updated Share ID fundamental to start shareholder and bondholder engagement
- Support IR team in coordinating internal and external communications along with Media Relations team
- Support in drafting an action plan in case of activist investors threat a company on some specific topics: M&A related matters, governance, operations or management change, as well as on business strategy and capital allocation or return
