What makes a great investor meeting?
Investors and analysts revealed some of the secrets behind great investor meetings when they voted for the IR Magazine Awards – US 2017. As well as saying which companies hold the best meetings, they explained why the winners had impressed them.
On the night of the awards, UnitedHealth Group came out on top in the best investor meetings category, followed by Schlumberger and Discover Financial Services. Below is a selection of comments from investors and analysts about the top five ranked companies in this category.
1 UnitedHealth Group
‘UnitedHealth offers a thorough investor day where it really explains everything well and lays out the strategy by business sector. The firm also gives us earnings guidance expectations and it is responsive to calls any time we need to set up meetings’ – sell side
‘Schlumberger makes a great effort to provide access to the management team: the operational heads as well as senior management. The firm highlights everything, not just the financials’ – sell side
3 Discover Financial Services
‘At meetings, Discover Financial has a good balance of disclosure and observing the law’ – sell side
=4 JPMorgan Chase & Co
‘The investor relations team at JPMorgan does a fabulous job on both the investor day and in ongoing dialogue with the sell-side community. Moreover, it understands the importance of making not just senior management but also business heads available for investors, and the people are generous with their time’ – sell side
‘I always learn something new at Sherwin-Williams’ meetings’ – sell side