tailieunhanh - Investor Relations A Practical Guide

Members of the Association of Private Client Investment Managers and Stockbrokers (APCIMS), who include wealth management and broking firms, provide a key role in facilitating investment in and providing liquidity for quoted companies, including Small and Mid-Caps, on behalf of private investors. According to the compeer 2009 uK Wealth Management industry report, at the end of 2008 the private client wealth management industry had £335 billion of investment assets under management. Just under 60 per cent of those investment assets were held in direct equities, a small drop from per cent in 2007. in terms of liquidity provision, the compeer. | London Stock Exchange Investor Relations A PRACTICAL GUIDE The aim of this guide is to provide practical assistance to companies on investor relations by examining best practice and key principles that might be considered when developing an investor relations strategy. The guide collates a wealth of expertise and insight from a series of corporate advisers quoted companies and investors who have each provided their current thinking on a particular aspect of investor relations. Collectively the guide addresses the definition of investor relations what companies aim to derive from their investor relations activities the range of stakeholders investor relations is aimed at and the advisers and tools available to companies that are planning to establish a successful investor relations strategy. The guide will be particularly relevant to management teams of both private companies who are considering a stock market flotation as well as companies whose securities are admitted to the London Stock Exchange s markets such as AIM and the Main Market. We trust readers will find this guide to be a valuable resource on investor relations best practice. London Stock Exchange March 2010 Contents Page 02 Contributors 03 Preface 04 Key Practicalities Section One What Investor Relations is and who it is aimed at 07 - Introduction to Investor Relations 10 - Institutional Investors 13 - Private Investors 17 - Analysts 21 - Media Section Two The Investor Relations team 27 - Company Management 29 - Registrar 32 - Corporate Broker 38 - Financial PR Firm 40 - Investor Relations Consultancies Section Three Building the Investor Relations programme 45 - Formulating the investment proposition 48 - Meetings 52 - Company Announcements 57 - Annual Reports 60 - Investor Relations Websites 64 - Electronic Shareholder Communications The Companies Act 2006 67 Contacts and Resources Contents .