LEADERSHIP & STRATEGY
WHAT MAKES A LEADING INVESTOR RELATIONS TEAM ?
To ensure that an investor relations department provides value to the organisation , those within the team need to change to be – as in , need to be consistent , clear and honest with their communication . However , leading experts within investor relations explain that while these are the fundamentals to drive true value within an organisation , it is vital for a investor relations department to :
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• Have a financial orientation . “ 15 or 20 years ago , you could probably successfully work in IR with a strictly communications background . Now , though , you must have that financial background ,” explains Regina Nethery , VP of Investor Relations for Humana
• Foster deep knowledge of the company , industry and sectors , as well as constructive dissatisfaction . “ You should never assume that what ’ s worked in the past is appropriate for the present or future ,” says Chris Jakubik , VP of Investor Relations at Kraft Foods
• Know who the go-to sources are . “ Don ’ t worry about organisational layers or protocol and deal directly with the people who have the information you need ,” adds Dexter Congbalay , VP of Investor Relations at Mondelez International
• Know the ‘ three ‘ Ts ’: timeliness , transparency and trust . “ The investment community values an IR organisation that demonstrates its commitment to building relationships based on trust and candor ,” says Charles Triano , SVP of Investor Relations at Pfizer
Source : Deloitte
AUGUST 2020