02 — Capability · BC-270.20
Investor & Analyst Engagement
Build 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.
- Analyst Relations
- Buy-Side and Sell-Side Engagement
In scope
- Investor meetings, roadshows and conferences
- Analyst coverage and consensus tracking
- Investor inquiries and the investor website
Out of scope
- Customer and partner communications (see BC-420)
Decomposes into · 4
- BC-270.20.10Investor Meetings & RoadshowsPlan and run one-to-one meetings, conferences and site visits with current and prospective investors, matching executive time to the holders that matter.
- BC-270.20.20Analyst RelationsKeep covering analysts informed within disclosure rules, track their models and consensus, and understand where their view diverges from management's.
- BC-270.20.30Investor Inquiry HandlingAnswer questions from investors and the public consistently and within the limits of what has been disclosed, and record what was asked.
- BC-270.20.40Investor Website & MaterialsKeep the investor section of the website, the fact sheet and the investor presentation current, accurate and consistent with every other channel.