Enhancing investor understanding

Communicating effectively with your investors provides a double benefit: it helps investors to better understand your business and investment proposition and it helps you to better understand what investors of all kinds value most about the companies they invest in.

With today’s technology and multiple information channels, investors believe that there is simply no excuse for a business not communicating with its shareholders. Investors ‘vote with their feet’ and the retail community is active on bulletin boards when they feel ignored or unappreciated. Today, a company’s IR commitment is not just related to its size. In fact, an established, effective IR effort can help smaller or newer companies to grow through support for fund raises from a loyal (and proselytising) shareholder base.

Mandatory disclosure requirements represent a bare minimum in terms of what your shareholders and prospective shareholders expect - the more they understand a proposition, the more likely they are to invest and maintain or increase an investment.

Tavistock understands what your investors want and can help you provide it, in a transparent and timely fashion. We can help you set a standard of communications and help you maintain it.

This includes clear, understandable, consistent, regular messaging and the setting of expectations; helping investors to find the information they are looking for; helping investors to understand the financial and operational KPIs you have set and why; but more importantly, helping them to understand the overall strategy to achieve your objectives. It is about communicating with your shareholders via whichever format or media they prefer, be that phone calls, written statements and announcements, interactive websites, digital and social media, video content or physical presentations.

Tavistock does not provide investment advice, but can help provide investors with all the information they need to form an opinion.

We can work alongside your internal Investor Relations team, or provide you with a reliable ‘virtual’ investor relations function, predicting, fielding and replying to investor queries on your behalf.  Or even helping your team micro-manage large set piece events such as Capital Markets Days.

In addition, we can coach new members of your team in presenting to investment audiences and for new, growing companies, we can help you design an effective Investor Relations function from scratch.

“The team’s IR experience has been gained in broking, fund management, in-house roles and private client wealth management firms.  All of this expertise is brought to bear on our clients’ particular needs – we do not offer a ‘one size fits all’ service.”

We would like to hear from you

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Annabel de Morgan
Associate
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Gareth Tredway
Associate Director
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James Collins
Consultant
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Simon Hudson
Director
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Edward Lee
Consultant
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Lulu Bridges
Director
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Kirsty Allan
Consultant