Corporate access Archive

Jul 03, 2020
IR teams take advantage of flexibility offered by virtual outreach
IR teams are taking advantage of the flexibility offered by virtual outreach to broaden their investor targeting and include a more diverse mix of executives in meetings with the buy side.  Despite the lack of constraints, however, geography remains a key consideration in how companies approach their IR activities, with most sticking to roadshows focused on a particular city or region.  Overall, there has been a downtick in meeting activity year on year bet...
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Jun 12, 2020
Gaining access: Q&A with Victoria Redgrave of Fidelity Investments
FMR Investment Management UK is the London-based arm of Fidelity Investments, founded in Boston in 1946. With assets under management of $3.2 tn, Fidelity Investments operates a brokerage firm, manages a large family of mutual funds and provides fund distribution, investment advice, retirement services, index funds, wealth management, crypto-currencies, life insurance and securities execution and clearance. The London office opened in 2006, and Victoria Redgrave has...
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Jun 11, 2020
How the corporate access landscape has changed since Covid-19
In mid-March, British Telecom’s (BT) IR team was getting ready for Citigroup’s Communications Services Conference. The week before the event, around the time the IR team would normally be drafting remarks, BT’s CEO Philip Jansen announced that he had tested positive for Covid-19 and was self-isolating. In a sign of what was to come, Jansen agreed to participate in the event virtually, dialing in from the comfort and safety of his own home, while nursing a fever. ...
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Jun 02, 2020
Tech talk: Surge in video meetings won’t beat physical contact
It’s no secret that what investors want is to meet their holdings face to face. And even though we’ve come a long way since you needed expensive, specialist equipment to run a video meeting, companies have continued to travel the world on roadshows and city-hop for meetings. Then Covid-19 forced country after country to lock down, and in-person meetings became impossible. Time for alternative tech to step in. ‘We’ve gone virtual,’ Adrian Rusling, founder o...
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May 28, 2020
Should corporate access be a designated job within IR team?
Demand for direct engagement between firms and investors is on the rise. Amid structural changes on the sell side, accelerated by Mifid II, IROs are facing increased workloads. This is causing a shift in focus for recruiters working on some IR-related searches. ‘There has been an emphasis on corporate access [since the roll-out of Mifid II],’ says Debbie Nathan, director of IR and communications at Carter Murray, a global recruitment agency. ‘The broader chang...
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May 27, 2020
IR in the time of Covid-19: Event highlights
While IR is always put to the test during a crisis, the Covid-19 outbreak has ramped up the challenge. The huge uncertainties caused by the virus have left corporate forecasts in tatters, and lockdown measures have forced firms to jump into virtual engagement at the deep end. Amid this disruption, panelists at IR Magazine's virtual event shared strategies for maintaining consistent communications with inves...
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Mar 30, 2020
From trading venues to meeting venues: stock exchanges focus on corporate access
The corporate access industry is in flux. With the sell side facing disruption, companies are looking for new ways to get management in front of the right investors – and one group responding to this need is stock exchanges. Over the last few years, the world’s exchanges have bolstered the number of events, roadshows and IR tools they offer to the market. Of course, there’s nothing new in stock exchanges providing corporate access services. For decades, the wo...
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Mar 18, 2020
Buy-side corporate access leaders praise IR flexibility amid Covid-19 disruption
US corporate access co-ordinators on the buy side are not expecting in-person meetings to resume until mid-April at the earliest, as the industry strives to understand the effects of Covid-19. The demand for corporate access remains the same, with banks moving their conferences to a virtual format, and issuers and investors initiating direct contact. The earliest that in-person meetings could resume is mid-April, according to one corporate access professional at a l...
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Feb 04, 2020
Inside IBM’s year-round engagement efforts
For IBM, shareholder engagement is nothing new. Evan Barth, senior counsel at the company, says that when he joined IBM in 2008, there was already a robust proxy season engagement plan in place – long before the term ‘shareholder engagement’ was mainstream. In March, once the proxy statement has been filed, IBM’s in-season engagement efforts kick in. In 2019 the firm engaged with more than 100 institutional investors, representing more than 70 percent of the...
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