Class 9 Flashcards
1
Q
What is investor relations?
A
- a strategic management responsibility
- integrates finance, communication & marketing
2
Q
what are 5 responsibilities of investor relations?
A
- CEO messages
- outreach
- website
- site tours
- quarterly reports
remember cows-q
3
Q
What are disclosure requirements?
A
- plain, fair, timely disclosure is a legal requirement subject to serious penalties by the Canadian Securities Exchange Commission
- shareholders can sue for misleading info
4
Q
What does OSC stand for? and what is it?
A
- Ontario Securities Commission
- OSC is a regulatory board that enforces compliance with the provisions of the Securities Act.
- they make rules to prevent misconduct and maintain integrity in the markets
5
Q
What are the 4 IR roles?
A
- Strategy: establish annual objectives and strategies
- Financial Reporting: prepare communications material
- Acquisitions: liase with bankers, regulators
- Feedback: develop feedback channels to listen to what stakeholders are saying
6
Q
What are 5 key IR audiences
A
- financial media
- retail
- regulators
- brokerage analysts
- institutional shareholders/bondholders
7
Q
What are the 6 key IR channels?
A
- website
- annual report
- quarterly calls
- analyst outreach
- investor presentation
- media
remember waq-aim
8
Q
what is common between IR and PR?
A
- Takeovers
- product recalls
- rationalizations
- lawsuits
- CSR
9
Q
What are IR skills in the knowledge area?
A
- communication
- marketing
- finance
- merger
10
Q
What are IR skills in key capabilities?
A
- writing
- media relations
- surveys
- coaching
11
Q
what is CIRI?
A
Canadian Investor Relations Institute
12
Q
what is the good, bad & ugly of IR?
A
- Good: direct access to CEO & board
- bad: IR is repititive
- ugly: IR practitioners can go down with the share price
13
Q
List some annual report writing tips
A
- define your audience
- work out your style
- create a narrative
- empathize
- communicate first, then comply
- explain the bad as well as the good
- repeat yourself
- learn from others but don’t imitate
14
Q
what do publicists in NY and LA usually do?
A
- developing biographies of actors
- preparing digital media kits
- researching possible story angles
- maintaining social media
- setting up media interviews
15
Q
what are the two staffs LA firms usually have?
A
- planters: distribute stories about individual clients
- bookers: place clients on talkshows
