Investor Day Advisory
Ensure Your Next Investor Day Is a Success
An investor day is the most prominent event on a company’s IR calendar. Our Investor Day Advisory Solution helps you plan, execute and measure your investor day to ensure—and clearly demonstrate—success.
From event logistics, to the invitation list, to the communication and slide deck messaging strategy, to the executive presentations and Q&A, our Investor Day Advisory Board will work hand in hand with your IR and executive teams to successfully navigate this extensive process.
Key Features
The Investor Day Advisory Solution provides research, data, analytics and expertise to cover the core stages of a successful investor day, including planning, execution and measurement.
Plan
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Pre-Event Perception Study
Prior to the event, we collect direct feedback from investors and sell-side analysts to help you understand market sentiment regarding the investment story and formulate the communications strategy and key messages.
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Invitation Targeting Analysis
Using a unique algorithm that calculates an investor's capacity to buy and likelihood of purchasing additional shares, we perform targeting analysis to determine the optimal combination of current investors, prospects and sell-side analysts for event invitations.
Execute
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Advisory Board
Our experts partner with you in the months leading up to the event to provide support for critical aspects of the investor day and ensure a successful outcome.
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Presentation Advisory
We assist with the planning and execution of your investor day presentation by identifying key messages, outlining topics to cover and recommending which executives should be responsible for delivering the message.
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Q&A Advisory
We identify the most likely questions and prepare a Q&A document that aligns with key messages for the event.
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Full-Day Session
We facilitate a full-day session to prepare the team for the event. During this session, your management team is led through a full rehearsal for the presentation and Q&A.
Measure
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Post-Event Perception Study
We conduct a perception study following the event to gather direct feedback from investors and sell-side analysts, measure the effectiveness of the event and analyze market feedback.
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Board Reporting
We present a full event recap and report to the board and your team. Our report measures event performance against objectives and KPIs and shares insights from the post-event perception study.
IR Strategy and Advisory Services
Related Solutions
Capital Surveillance
Analyze stock, bond and beneficial ownership and analyze investor motives.
Investor Targeting
Identify, target and engage investors who are compatible with your investment story.
Perception Analytics
Understand how your investors and analysts perceive your company and what they expect going forward.
Corporate Governance
Benchmark and report on your ESG performance and target ESG-focused investors.
Research and Analysis
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