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- Investor Relations - the fundamentals
Investor Relations - the fundamentals

This one day programme is designed to equip those new to Investor Relations or new to Investor Relations in London with the fundamental tools and techniques to manage Investor Relations effectively for their organisation.
Course overview
Effective, fair and trustworthy communications between a company and its stakeholders can have a major impact on the reputation and value of a company. Within this communications mix Investor Relations plays a crucial gatekeeper role, balancing the external informational needs of the finance and investment industry together with the internal needs of the Board and management team.
This one day programme is designed to equip those new to Investor Relations or new to Investor Relations in London with the fundamental tools and techniques to manage Investor Relations effectively for their organisation.
Why attend?
This ONE DAY course will provide delegates with:
- An understanding of the evolution of the role of IR as a result of the developments in the financial markets
- An overview of the rules governing IR in the UK
- Typical information requirements requested from IR teams by institutional investors and analysts
- Organisation of an effective Investor Relations office
- An Investor Relations work plan
- Tips for managing internal information flows
- Best practice informational needs and presentations for analysts and institutional investors including:
- dedicated framing session with institutional investor from investment firm
- workshop session to prepare an analyst and investor presentation
Who should attend?
This one day course has been designed to appeal to the following professionals:
- Newly appointed Investor relations managers
- Communication and PR Managers of listed and listing companies
- PR and IR consultants
- Financial analysts
CPD points: This programme attracts 6 CPD points.
8:30 - 8:55 – Registration and coffee
9:00 Welcome and introduction to course objectives
The legal framework
- Overview of the main UK Company rules and laws that impact a listed company and duties in terms of internal and external information flows (Market Abuse, Transparency , Insider Trading etc...)
Organising the IR office
- Involved resources
- Placing the IR Office within the company structure
- Structuring the communication flows within the company and with the CEO, senior management team and the Board
How to prepare an IR plan
- The IR mission
- The role of IR Manager
- The IR targets: institutional and retail investors
- Strategies and programmes
Communicating Value to the Market
- The key messages an Institutional Investor expects to receive
- Tools and timing of communication
- The relevant assets for a company valuation from an institutional investor viewpoint
Targeted Investor Relations
- Targeting different types of investors
- Attracting new and overseas investors
- The value of IR online
- Cross-cultural communications
Running the Reporting Calendar
- How to organise meetings with the financial community
- Tools and timing of investor communications Guidelines to compiling best practice investor and analyst presentations -
Framing Session: Presentation from global investing firm on what investors want to see in IR materials
Practical Session: Delegates will be divided into sub-groups and will prepare an investor and analyst presentation
17:00 Close