Investor Relations Resources for PR People

NYSE investor relations best practices

Investor relations tips

Heavily impacted by social media and a downward spiraling economy, investor relations is a brand new challenge today.

We’ve got a full set of useful resources, tips and insights to help you meet these new IR realities. Everything from investor relations tips, issues and best practices to corporate responsibility, sustainability, IR trends and using social media to reach investors and shareholders.

Also, check the PR Library’s Corporate Communications, Strategic PR and News Media section for useful media links as well as The PR Coach Blog: This Just In…. Sites with a W are PR Coach “winners.” Note many links are PDF or PowerPoint documents so patience may be needed to view some resources.

5 Common Questions About Web Disclosure
IR expert Dominic Jones looks at new web disclosure challenges and offers excellent perspective.   W

5 Free Stock Chart Options for IR Websites
Very useful look at five free stock charts to enhance investor info.

5 Lists IR Twitter Accounts Should Have
Practical Twitter lists every IR pro should set up says IR Web ReportW

5 Tips for Talking to Shareholders
Investors are listening. Is your IR team ready to talk about corporate responsibility?

10 Steps to a Better IR Website
Dominic Jones recommends 10 ways to improve your IR website.

41% of Heavily Traded US-Listed International Firms Shun PR Wires
Companies are dropping newswires for social media solutions notes IR Web ReportW

60% of Financial Advisors in North America Using Social Networks to Drive New Business
Study show financial advisors are using social media to reach clients and prospects.  W

100 Best Corporate Citizens 2009
CRO magazine lists the corporate responsibility winners for 2009. Worth looking over? Transparency, the six comeback stories and three in the penalty box.

A Call to Arms for Investor Communications
Brian Rivel points to research and the key factors buy and sell-side analysts and portfolio managers care about most.

A Great Social Media Release Example
Q4
looks at Overstock’s social media release and how social media releases are gaining acceptance with regulatory changes.

AR Trends 2008
An excellent report on print annual report trends with many best practice tips and valuable insight.  W

Accounting Professors Find Social Media Improves Stock Liquidity
See how social media may benefit liquidity.  W

Activist Shareholders: More and More Active
Mark Harnett’s presentation looks at shareholder activists and best ways for IROs to respond effectively.

Protect Your Privacy

Advisory News Releases Catching On
Dominic Jones reports a new trend in disclosure press releases.  WW

American Association of Individual Investors
Non-profit AAII has more than 150,000 members who depend on its unbiased stock investment and personal investment information. Some free resources but memberships are inexpensive and great value. W

AnnualReportService.com|
ARS is the largest free directory of online annual reports on the web. It also provides print annual reports if you’re old school.

Australian Investor Relations Association
AIRA is an IR professional association promoting best practices. Some useful resources for non-members.

Australian IR Pros See Social Media’s Influence Rising
Social media impacting down under IR too.

Bear Market IR– Is It Different?
Dick Johnson offers 10 solid tips on handling IR in a bear market including the critical need to refocus on the business, not just the stock price.

Best Investor Relations Web Sites Named by IR Global
A terrific source for IR pros wanting see 2010 winners of best global IR sites, best online annual report, best financial disclosure and investor’s choice for best IR program and IR manager.  W

Best Practice for National IR Websites
This European study reviews and recommends an excellent set of best practices and guidelines for IR website repositories.

Best Practices for Conducting One-On-One Meetings with the Buy-Side
Practical investor relations tips.

Best Practices for Investor Relations – Quarterly Earnings Calls
Practical tips to ensure successful Q calls.

Best Practices for Organizing an Investor Day
Q4 shares practical tips for a successful investor day.  W

Best Practices in Investor Relations
Amid new rules, regulations and scandals, companies are searching for best practices in IR according to CFO magazine.

BetterInvesting
National Association of Investors Corp’s BI site helps its members become better investors by providing investor information, web-based tools, software, publications and an active online community. Well worth the modest membership.    W

Bloomberg
Financial and investment professionals depend on Bloomberg for news and global market information every day.

CRO Blog
Corporate Responsibility Officer blog is a companion to CRO magazine.

Canadian Investor Relations Institute
CIRI is a Canadian IR professional organization with many member resources.

CAROL
Get free online access to US and European company annual reports with registration.

CEO’s Online Video Mea Culpa Boosts Investment — Study
Case study shows video helps establish trust in management.  W

Click Here
When it comes to serving investors via the web, Europe leads the pack. Learn from the top ten investor relations websites.   W

Commission Guidance on the Use of Company Websites
Here’s the full, initial SEC guide on websites for investor relations and disclosure.   W

Conference Confidential
Here’s some solid advice on meeting the right investors on the analyst circuit.

Corporate Eye
The Corporate Eye blog provides insight and information on best practice in online corporate communications including IR.

Corporate Governance
This site is all about corporate governance and accountability. Many resources including news, forums, library and more.

Corporate Responsibility Reports
Looking for an easy way to read some of the best CSR and Sustainability reports? Access them at CRO magazine.  W

Cover Me
How can CFOs keep their companies in an analyst’s sights?

Disney’s Earnings Release Leak Shocks Stock
Critical lesson: careful of posting results early on website. Timing IS everything.

Does Bad PR Make For A Good Investing Opportunity?
Here’s a valuable analysis of the pact of bad PR on share prices.  W

Does SlideShare Pro Make Sense for Investor Relations?
Paid features may be just what IR pros need.

EDGAR: Filings and Forms
The SEC repository for filing information and search tools for other free filing and registration data.

EDGAR Online
EDGAR delivers online company data, public filings, financial and business news for subscribers. It has excellent info on compliance with new SEC regulations mandating interactive data or extensible business reporting language (XBRL).

Effective Investor Relations Sites? Part 30: Help Investors Understand Your Language
A glossary of terms can be helpful for investors unfamiliar with your industry.

Enough Information
A new ranking identifies the most transparent companies in Asia, but are they transparent enough asks CFO?

Examples of Small and Large Companies Using Social Media in Investor Relations
Here’s a look at two companies using social media in their investor relations program.

Expert Says – Back to Basics in IR
IR managers pay heed: the basics matter, even to experts.

Facebook Pages and Investor Relations
Domenic Jones looks at the pros and cons of Facebook for IR.

Four Steps and 20 Tools to Get You Started (and Keep You Compliant)
Useful online IR tips and tools from Aliza Sherman at IR AlertsW

Frankfurt Stock Exchange
One of Europe’s premier stock exchanges.

GE Uses Corporate Blog to Disclose Information to Investors
Q4 looks at how GE is reaching out to investors with its blog and the challenges of such transparency.

Give Your Investors Non-required Information
Do more than meet requirements. Add value and extra information to enhance investor experience and understanding.

Global Survey Finds IROs Split on Social Media
No early adopters here.

Google drops PR wire for earnings, but only Pac-Man irks investors
Dominic Jones at IR Web Report looks at the trend to drop newswires.

HP, CME Group, Ford Adopt StockTwits as an Official IR Channel
Social media for investor relations is picking up speed.  W

Hard to Say I’m Sorry
Some European companies are explaining sudden shifts in strategy better than others.

Hong Kong Exchanges and Clearing
HKEx is Asia’s premier stock exchange.

Hoovers
Comprehensive company information, news, insight and analysis along with research tools. W

How Expedia Uses Advisory Releases
Advisory releases are catching on writes Domenic Jones at IR Web ReportW

How More Companies Are Embracing Social Responsibility as Good Business
90% of companies are doing more to incorporate social responsibility into their business. The Wall Street Journal looks at the challenges of CSR and how companies are making it work.

How PR Can Help Solve the Executive Compensation Riddle
Sean Williams  offers eight ways PR can help communicate compensation information and avoid issues.

How to Attract and Keep Investors Engaged on Your IR Website
Practical insight, best practices and excellent examples.  W

How to Build a Powerful IR Monitoring Dashboard Using Stock Twits Desktop
Dominic Jones reviews Stock Twits Desktop and finds the free app to be a useful IR monitoring tool.  W

How to Fix the 80-second Disclosure Gap
Strategies to ensure simultaneous disclosure.

How to Present a Compelling Investment Proposition on Your IR Website
Ways to attract and keep investors engaged on your IR website.

IR 2.0 — A Menu
This is Dick Johnson’s excellent menu of IR 2.0 resources for those just starting to explore new technologies and social media for investor relations. Superb!   W

IR Best Practice: Annual Report Guidelines (Printed & Online)
Investor Relations Society (UK) offers thorough guidelines, checklist and tips for print and online annual reports.   W

IR Best Practice: Award Archive
Learn from the IRS (UK) archive of best practice award winners in many categories going back to 2001.   W

IR Best Practice: Presentation Guidelines – Key Principles
More IRS guidelines on presentations and best practice tips.

IR Best Practice: Web Guidelines
Investor Relations Society provides practical web guidelines including key principles, presentation style and content.

IR Cafe
Dick Johnson serves up “mental caffeine for investor relations professionals.” A blog worth reading. W

IR Magazine
Monthly IR magazine is a must read for investors and IR pros but requires subscription. To its credit has some available content and a free weekly blog and breaking news for visitors.

IR Web Report
IR Web Report
is one of the internet’s best investor relations resources. It is independent, rich in IR research and resources and well worth the price for its research reports. The free weekly blog is very valuable reading!  W W

IR Website Best Practice Guide
London Stock Exchange offers valuable IR website tips.  W

IR Website Best Practices Webinar
Learn five important barriers to effective IR websites in this extensive best practices presentation from IR consultants Q4.

IR Website Checklist
Dick Johnson shares a quick IR website checklist.

Institutional Investor
Magazine for institutional investors has some content available for non-subscribers.

Introducing StockTwits IR Beta
A new Twitter service opens for investor relations pros.  W

Investools
An impressive investor education site with comprehensive information and online trading tools for self-directed investors.

Investor Relations — A Practical Guide
London Stock Exchange produces this thorough guide to IR.   W

Investor Relations Information Network: Annual Report Resource Center
IRIN is a great place to access thousands of current and historical electronic annual reports for free along with company stats and third-party data.

Investor Relations (IR) on Corporate Websites
Web usability guru Jakob Nielsen’s research shows what investors want and expect from an IR website.   W

Investor Relations Musings
John Palizza is a thoughtful,veteran IR pro and his blog is devoted to the practice of investor relations.   W

Investor Relations: IPR Essential Knowledge Project
The Institute of Public Relations offers a thorough overview of the evolution of IR.

Investor Relations (IR) on Corporate Websites
Valuable summary of Jakob Nielsen study on how financial pros and individual investors view IR info and tips for improvement.   W

Investor relations on Twitter: 10 great examples
Dominic Jones shares 10 excellent uses of Twitter for investor relations.  W

Investor Relations Society [UK]
The IR Society has an excellent set of resources. Its IR best practices are superb and will help communicators in any market. See the web guidelines.   W

Knee-jerk Populism
AIG would be better served by putting their PR people on a transparency strategy, letting people know how they got in trouble and what they’re doing about it.

Learning to Make IR Videos
IROs should consider video training whether they’re in front of the camera or behind it.  W

Lessons Learned in Promoting CSR
CRO
surveys some of the most respected leaders in the field to see how they promote CSR achievements. Six best practices.

Let Investors See What You’ve Been Talking About
Adding investor presentations, video and other visuals can enhance investor websites.

Lies, Lies and Damned Statistics – Do Social Media Storms Really Affect Stock Price?
Laurance Buchanan says short-term impact sometimes felt but long-term inconclusive.

Looking At Company IR Home Pages
A view of what makes an effective IR Home Page.

London Stock Exchange
Many useful features and resources for investor relations pros.

Maintainers and Innovators in IR
Using video in investor relations.

Maintaining Control before Investors Amass Large Stakes in Secret
The challenge of monitoring share acquisitions by large investors.

Making Sense of the New IR Web Reality
Dominic Jones’ “Let’s Get Digital” presentation is a look at new social media approaches to investor relations.

Mark Hynes – Thoughts On Corporate Disclosure
Mark Hynes blogs on corporate disclosure, changing rules and best practices and their impact on IROs with a UK perspective.

MarkThisDate: A Great Tool for IR Website Calendars
IR Web Report reviews this practical IR calendar tool.

Microsoft Latest to Dump PR Wires for Earnings Releases
Trend continues as companies reduce use of newswires for results releases.

Monitoring Shifting “Premium Driver” Priorities
Do you know the key drivers for buy- and sell-side investment professionals? Brian Rivel identifies them from his research.

Montreal Stock Exchange
Canadian stock exchange and information.

Moving Beyond the Report
CRO
looks at best practices in communicating corporate responsibility activities.

My Top 3 “How to” Q&A for Social Media and Investor Relations
Darrell Heaps looks at why social media has an important role in investor relations.

Nasdaq Stock Exchange
Nasdaq is the US’s 2nd largest exchange with many IR features.

NYSE, NASDAQ Move to Scrap Compulsory News Releases
In the immediate future, disclosure requirements will be met using a variety of online tools.

National Investor Relations Institute
NIRI promotes professionalism in investor relations. It is the leading IR organization with extensive resources for members though many can be purchased by non-members.

New York Stock Exchange
NYSE is the world’s largest exchange.

Nokia Cuts PR Wire Earnings Release to 41 Words
Trend watch. Previous year’s earnings release was 6,800 words.  W

Online Annual Reports: Will We Ever Get Them Right?
Still lots of work to do on online annual reports writes Dominic Jones.

PR Newswire: Look at Us! We’re a Really Expensive Editing Service
Is PRN worth the money in this era of web disclosure Dominic Jones asks?

Perspectives on the European Buy-Side
Brian Rivel’s study on European portfolio managers and buy-side analysts and comparisons with US research provide valuable insight for IR managers.   W

Preferred Stocks and Investor Relations Websites
Here are some thoughts from Corporate Eye on how to handle preferred stocks in the IR mix.

Principles for Building Better Relations Between Listed Entities and Analysts
AIRA and FINSIA provide a set of guiding principles worth review.

Pro Investors More Likely to Use Social Media than Individuals, AIRA Finds
Encouraging news for IR pros.

Public Company Use of Social Media for Investor Relations – Summer 2010
An excellent report on IR by social media by Q4.   W

Q4 Blog
Q4 is a blog worth following for its knowledgable coverage of investor relations websites, web disclosure, IR 2.0, online reporting and XBRL.  W

Reaching Shareholders Online: Trends and Best Practices in Online Communications and Social Media in Corporate IR
David Hogan’s Slideshare presentation is packed with great online IR advice.  W

Reality Check: 90% of Investor Relations Websites Ignore Social Media
While IR pros are starting to use social media, they are not there by a long ways.|

Reporting Earnings, HP Style
HP uses old and new media including blogs and other social media.

“Return on Interaction” Measure of Success for Newport’s Social Media Program
Practical ROI suggestions to help measure investor relations and social media success.

Reuters
Business and financial news from around the world.

Revolution in the Boardroom
Watch for the new investor relations activists.  W

Setting the Debate Tone Via Investor Relations
Thoughts on IR strategies to help handle bad or difficult news proactively.

Slideshare Slip Leaves Barrick Exposed
Social media is a great IR tool, but the devil is definitely in the details as Barrick Gold Corp found out.

Social Investment Forum
SIF works to advance socially responsible investing.

Social Media Early Adopters Embrace Investor Relations, Study Finds
Q4 report shows Twitter important, Facebook use growing.

Social Media Readiness Checklist for Investor Relations
7 useful investor relations and social media tips.

Society of Corporate Secretaries & Governance Professionals
There are some useful resources for members of this organization.

Step by Step: How to Do an Advisory Earnings Release
Excellent investor relations tip.

Sustainability Reporting: Earth in the Balance Sheet
Sustainability reports usually offer plenty of eye candy but the trend is to require more analysis and reporting on the financial impact of sustainability issues.

System for Electronic Document Analysis and Retrieval (SEDAR)
SEDAR is the Canadian securities system for electronically filing and finding securities information.

Take Stock of Your Investor Relations Program
Katie Paine has IR measurement tips.

Talking It Over, and Over, and…
Institutional investors want more meetings with management than ever, and what they want to know most is your long-term strategy.

Tardy earnings tweeting reflects badly on IR professionals
Investor relations credibility tip from IR Web Reporter.

Tell It to Your Analyst: Notes on Finessing Industry Analyst Meetings
Steve Bennett offers tips on how to handle industry analyst meetings by avoiding four common mistakes.

Telling It Like It Is
How much should companies disclose in their annual reports difficult times? Pretty obvious writes Andrew Cave.

Ten Things That Happened This Proxy Season Worthy Noting
Broc Romanek’s list of ten developments sure to lead to more heated online shareholder activism next season. Excellent reading!   W

Ten Tips for Dealing With Regulation FD
NIRI offers 10 useful Regulation FD tips to keep you on track.

Ten Top Earnings-Call Questions
As the financial crisis makes companies water down guidance, analysts and investors hit CFOs with tougher questions.

Ten Ways to Defuse Shareholder Activists
The internet allows activists to build powerful campaigns. Here’s how to defend yourself. From Brunswick Group.   W

The FSA Gets Tough on Media Relations
IR UK news: Will FSA getting tough work?

The Impact of Effective Investor Relations on Market Value
This research study demonstrates the positive impact of effective investor relations on analysts and fund managers.

The Motley Fool
News, information, discussion boards, research and analysis and more. The Motley Fool continues to be a great resource for investors.   W

The Official Activists Investing Blog
Moderated by Hedge Funds Solutions, this is the definitive blog for activist shareholder information.

TheStreet.com
Stock quotes, financial market and Wall Street news, personal finance and investing advice.

The Ten Percent Rule
John Palizza writes that “superb” IR should generate a ten percent premium for your company stock price.

The Value of Investor Relations: A Delphi Panel Investigation
Does IR add value to the bottom line? This panel study identifies the impact.

Thomson Reuters’ Uncomfortable IR Website Findings
Study found IR websites are second-last among nine sources research analysts use. Much work to do for IR and PR managers.

To Make Investors Happy Hire a Woman as CFO?|
New research suggests certain actions by companies create more shareholder value when a woman, not a man, is at the finance helm.

Tokyo Stock Exchange
Japan’s stock exchange is an interesting visit.

Top 10 Mistakes CEOs and CFOs Make
Study by Thompson Reuters identified 10 critical mistakes executives make. This report is essential reading for IR pros and CEOs.   W

Toronto Stock Exchange and TSX Venture Exchange
Situated in Toronto, the TSE/TMX is Canada’s leading stock exchange. Many resources and features.

Trends in Media and Technology: From NIRI 2009
Q4
blog reports on NIRI 2009 conference presentation on social media trends.

Twitcam Can Make Executives Accessible to More Investors
May not be for all execs, but new service could extend IR reach using Twitter/webcam service.

US Securities and Exchange Commission
The SEC protects investors, regulates the market and facilitates market capital. Many useful resources.

Understanding IR in Global Markets
Investor Relations Society offers links to 28 international IR societies to help you keep tabs on key markets.

Unleashing the Power of the Modern Annual Report
Stuart Goldstein looks at the power of the annual report when produced creatively and strategically.

Webfilings Causes a Stir with Easy-To-Use Financial Reporting Tool
Financial reporting software makes it easy for companies to create multiple disclosure documents that automatically update when figures are changed in a single spreadsheet.

Well Communicated Corporate Purpose Can Impact Financial Performance
Financial performance can be increased by 17% with good corporate communications.  W

What Drives Analysts Crazy? Ten Best and Worst IR Practices for Working With Sell-Side Analysts
IR Global Rankings article is valuable reading if you’re targeting sell-side analysts.  W

What Makes Effective IR Sites? Part 21: Annual Reports – Give Readers a Choice in How to Access Them
Ongoing series of excellent IR tips and articles at Corporate Eye.  W

What Makes for Effective Investor Relations Sites? Part 22: Tell Investors When They Can Expect Things
More in Corporate Eyes terrific investor relations series.  W

What Makes for Effective Investor Relations Sites? Part 23: More on Strategy
Sharing corporate strategy is a smart investor relations move.

What Makes for Effective Investor Relations Sites? Part 28: Who Follows Your Company?
Practical IR website tips.

What Makes for Great Investor Relations?
Thoughtful post by John Palizza with his three keys for great IR: honesty, consistency and knowledge.

What Makes for Effective Investor Relations Sites? History Provides Context
History helps provide better investor information.

What You Need to Know to Measure Investor Relations
This IPR study looks at the IR role, its communication channels and ways to measure success.

XBRL Cheat Sheet
Inside Investor Relations provides six answers when your CEO asks what you’re doing about XBRL.

Zacks Investment Research
If you’re looking for investment research, Zacks has what you need.

Photo Credit: Russ Allison Loar via Flickr