1) The presentation discusses developing a needs-driven approach to online investor relations by segmenting audiences and understanding what information and functionality each group needs.
2) It recommends providing clear signposting, archives, webcasts, and contact details for analysts, as well as practical guidance and appropriate share data for individual investors.
3) It also suggests considering the use of social media and mobile sites but cautions that social media requires understanding to avoid potential risks from viral stories.
8. Your needs (for example) Professionals who know the company Providing the best possible service, to make them feel comfortable and well informed Complementing personal contact Providing information they cannot get from Reuters, Bloomberg etc Researching professionals Providing as much background as possible Encouraging personal contact ‘ Selling’ your company as an investment Individual shareholders Improving service level while cutting your costs Replacing personal contact Making it rational to use the web rather than print and phone Depositary receipt holders Providing self-service where possible Providing appropriate contact level Explaining the company
9. Their needs (for example) Professionals who know the company Results, with archive Financial calendar Webcasts Investor tools Researching professionals Risk factors Strategy M & A information Contacts Individuals shareholders How to manage shares AGM practical information Tailored FAQs Electronic delivery Depositary receipt holders Historic dividend info Link to transfer agent site Tailored FAQs Direct purchase options All (shared) Share information
14. 2003 2006 2010 Potash Corp, based in western Canada, moved away from an investor focus, then back again. It provides an exceptional service to analysts
59. What else can you do? And how can Bowen Craggs help you?
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62. The most successful organisations align their web strategy with the overall business vision, strategy and goals. They measure success and continuously improve. We can help you to turn websites into powerful tools that polish the reputation, increase sales, satisfy investors, impress journalists, improve customer service, raise the quality of recruits and much, much more . Our deliverables are typically crystal clear documents and management presentations that combine deep analysis with actionable recommendations.
63. For more information please contact: Dan Drury Director [email_address] +44 7786 707434 Sign up for David Bowen’s free bi-monthly column: www.bowencraggs.com/best-practice/commentaries Or contact David Bowen dbowen@bowencraggs.com
Alerts & other tools: Bayer marks events with an exclamation mark (!). Clicking on this triggers a pop-up window asking for an email address, and saying that a reminder will be sent a set time in advance. Six options, from one day to one month, are given. The Reminder link in the Service menu on the IR home page allows reminders to be deleted or the advance period adjusted. http://www.investor.bayer.com/en/service/event-reminder/
Providing press releases and other material to subscribers – can be convenient http://www.roche.com/media/media_releases/rss_feeds.htm
Twitter very popular in the US and growing in Europe. A complement to and possible replacement for email or RSS feeds. Can be either investor-specific or combined with more general feed. Twitter.com/riotinto Twitter.com/shell
http://investor.qualcomm.com/results.cfm
Alerts & other tools: Aviva has a news service, giving latest share price and news. It appears as a pop-up on the site, or can be sent to PDA or mobile. http://www.aviva.com/index.asp?pageid=932 m.siemens.com Nestlé iPhone app
www.slideshare.net/Pfizer
Company background: The Petrobras IR Overview includes Risk Factors. This has four ‘chapters’ on specific factors, and eight on risk management policy. Most companies tuck their risk information away in the annual report. Petrobras is unusually open in putting them on the main site, and also giving so much detail. http://www2.petrobras.com.br/portal/ingles/InvestorRelations.htm
Company background: ENI has a Strategy section http://www.eni.com/en_IT/investor-relation/strategy/strategy.shtml
Company background: GE’s ownership profile (under Stock information) classifies holdings in the stock by investment style (GARP, Broker dealer, Hedge fund etc). http://www.ge.com/investors/stock_info/ownership_profile.html
Company background: BMW provides unusual detail on analysts’ estimates. Clear chart showing overview; click through on titles to see the breakdown of forecasts by investment house. http://www.bmwgroup.com/e/nav/index.html?../0_0_www_bmwgroup_com/home/home.html&source=overview - ..>Investor Relations> BMW AG Share and Debt > Shareholder structure. Clear and attractive charts show headline figures at a glance. ..>Investor Relations > BMW AG Share and Debt > Analysts’ estimates
Industry background: PotashCorp appeals directly for investment by explaining the industry . ‘ Why Invest?’, the first link in IR left hand menu, includes links via Our strategy and thence to information on the potash, phosphate and nitrogen strategy. http://www.potashcorp.com/investor_relations/why_invest/six_keys/
Welcoming tone: Aviva has an exceptionally welcoming home page in its Shareholder Centre, using a ‘task-centred’ approach to navigation. http://www.aviva.com/index.asp?pageid=49
Sites have varying amounts of information for shareholders. http://www.ing.com/group/showdoc.jsp?docid=075333_EN&menopt=ivr|shf|dvp http://www.btplc.com/Sharesandperformance/Shareholders/Dividends/Dividendinvestmentplan/Dividendinvestmentplan.htm
Shell’sAnnual Review www.annualreview.shell.com
Background and educational material: Education center within IR makes use fo YouTube videos. http://www.intc.com/education.cfm
Background and educational material: BP’s Learn about Investing section is a substantial educational resource http://www.bp.com/genericsection.do?categoryId=144&contentId=2002492