02 — Capability · BC-270
Investor Relations
Give the people who own or might own the enterprise an accurate, consistent and timely picture of how it is performing and where it is going, so the valuation reflects the business rather than a rumor about it. Applies to public companies in full and to private ones with outside investors in part.
- IR
- Shareholder Relations
- Investor Communications
In scope
- Earnings releases, investor presentations and the guidance given to the market
- Relationships with analysts, institutional investors and shareholders
- The annual meeting, proxy process and shareholder voting
- Market intelligence on how the enterprise is valued and who holds it
Out of scope
- The audited financial statements and regulatory filings themselves (see BC-210)
- Board governance and company secretarial duties (see BC-120)
- Raising debt or equity capital (see BC-230)
Realized by · 0
- No product in the catalog yet.
Used in · 1
- Record-to-Report · 05 Report & Disclose via BC-270.10
Build it · 0
- Nothing in the library points here yet.
Decomposes into · 5
- BC-270.10Earnings & DisclosureTell the market what happened each quarter and what to expect next, in a disciplined process that gives everyone the same information at the same moment.
- BC-270.20Investor & Analyst EngagementBuild and maintain relationships with the analysts who cover the enterprise and the investors who hold or consider holding it, so its story is understood by the people who set its price.
- BC-270.30Shareholder Meetings & VotingRun the annual and special meetings at which shareholders exercise their rights, and secure the votes the board's proposals need through engagement rather than surprise.
- BC-270.40Shareholder Records & Equity AdministrationKnow who owns the enterprise, keep the share register accurate and deliver dividends and corporate actions to the right holders without error.
- BC-270.50Market Intelligence & Valuation InsightUnderstand how the market perceives and values the enterprise relative to its peers, and feed that view back to leadership and the board so strategy and messaging respond to it.