How to organise a successful Investor Day

September and the following months in the fourth quarter is a very popular period for Nordic companies to organise Investor Days and Capital Markets Days.

These activities are often very time and capital consuming for IR-teams and senior management. But investors and analysts are more and more prioritising these events, as it is a rare opportunity for them to meet and mingle with senior management. As Ben Maslen, Research Analyst, Bank of America, Merrill Lynch said at the Nordic IR Conference in June:

“Quality face time with management i.e. one-to-ones, CMD’s and other investor activities will be more important in the near future as electronic “noise” increases.”

The issue of best practice were discussed at #irchat a couple of weeks ago (#irchat is a weekly one-hour event held every Thursday at 17.00 CET on Twitter for IR professionals. Sheryl Joyce at Q4 Web Systems has summarised the discussions in a great blog post: Best Practices for Organizing an Investor Day

Below you will find an excerpt of her advices updated with my own thoughts.

1. What do you want to say?

– Just a general update, review a specific business area, site visit or launch a new strategy?

– Specify your purpose with the event in an agenda.

– Set an internal target and objective for your investor day.

2. Decide timing

– Avoid earnings seasons and if possible, the same date or week as your peers.

3. Train and prepare the speakers

– Prepare your speakers for the Q&A session.

– Give them a basic introduction of investor relations and frequently asked questions.

4. Broaden your audience

– Webcasts or audiocasts is a great way for non-attendees to be able to catch up.

– Another less costly alternative is to live-tweet the CMD, but do not forget to use hashtags# as it enables the audience to follow a conversation.

– If your company has a blog, why not summarise the highlights and the Q&A session in a post. It will most probably generate fewer questions from your investors and are also very time efficient for those that don’t have the time to look through the recorded webcast.

5. Do not forget do to a follow up

– A follow up survey conducted by an objective third party supplier will provide strategic feedback about your company as an investment case.

– Information from a feedback survey will enable you to act more proactively; identifying weaknesses and strengths in your investment case.

– Even more important is the fact that the results can be used internally when discussing and planning future IR-activities with management or the board making them prioritising the importance of engaging in dialogue with your investors!

Is there anything you would like to add? Look forward to your feedback.


About irinsights

Senior consultant at PR and Communications firm Springtime in Stockholm, Sweden. Focus on IR, social media & perception studies. Blog about trends and challenges for Scandinavian IR professionals, providing insights on how to use social media, corporate blogs and on-line communication to reach out to investors in a changing media landscape. Everything I post here is my personal opinion, and does not represent the views of my employer.
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One Response to How to organise a successful Investor Day

  1. Sheryl Joyce says:


    I really like the additional thoughts you provided. In particular summarizing the highlights and Q&A and posting this on your company’s blog. This information makes for good fodder and helps the investors who were unable to attend (and as you pointed out time constrained to view the webcast)a quick reference of the important points. I would add that it may be useful to also add a link to the transcript of the webcast. This is becoming a best practice here in Canada and investors find a lot of value and appreciate having access to something they can download and refer to at a later date.

    The highlights and Q&A should also be revisited shortly after the event is over to see if there are any issues that need to be addressed in the company’s messaging. Oftentimes the same questions (asked in different ways) denote a shortcoming in the information that the company is giving (or omitting) to the investment community.

    I also like your idea of following up with a survey – oftentimes companies only conduct these around quarterly earnings calls. So doing one after an investor day will help craft and polish messages.

    Again, thank you for referring to my blog post and sharing your additional insights!

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