10 ways to ease XBRL detailed footnotes tagging
This is a guest post by David J. Price, chief financial officer and chief operating officer, EDGAR Online, Inc. Mr. Price joined EDGAR Online as Chief Financial Officer on July 6, 2010 and became Chief Operating Officer on May 13, 2011. Prior to that, he was Executive Vice President, Finance, Chief Financial Officer, Treasurer and [...]
5 ways IR departments are improving their earnings calls
AS EARNINGS season comes to a close, public companies continue to demonstrate an increasing focus on using their earnings calls to be more social, interactive, and transparent.
Designing investor presentations
Professional presentation designer Jan Schultink worked for almost a decade with McKinsey & Company advising Fortune 500 CEOs about strategy. In this guest post, he provides advice on how to design investor presentations that create a strong impact.
Consider pre-releases — even when there’s no surprise
RESULTS pre-releases can help companies gain mindshare ahead of the busy quarterly reporting season, allay investor concerns and speculation — and help keep investors focused on strategic long-term plans.
Should you send holiday cards to analysts and investors?
ONE of the hottest discussions over the past week in the Investor Relations Executives Group on Linkedin asks whether investor relations pros send out holiday cards to their covering analysts and biggest shareholders.
European fund managers, analysts offer IR tips
AT THE first CA Cheuvreux Investor Relations Summit in London last week, 170 IR officers from around Europe got to hear directly from research heads and fund managers about what they’re looking for from investor relations departments.
For insurance IROs, reserve adequacy is elephant in the room
LOOMING behind the various predictions of a turn in commercial lines pricing at some point in 2011 or 2012 is an “elephant” many companies find hard to discuss – reserve adequacy.
Companies shifting IR tactics to be more social, transparent
AS EARNINGS season comes to a close it’s become increasingly apparent that public companies are focusing more heavily on their investor relations (“IR”) efforts. What explains this phenomenon?
Simple tip: linking to PDFs
ONE of the most common usability problems we see in our reviews of investor relations websites are improperly written links to PDF and other non-Web format documents. In fact, only 20% of the more than 500 companies whose sites we’ve reviewed in the past six months are consistently writing PDF links properly. When you don’t [...]
Nothing to see, but much to ponder at XTO Energy
AS PART of a continuing theme that many corporate websites are becoming increasingly irrelevant to investors due to poor management and a lack of a clear communication strategy, I offer two screenshots. The first is from the events calendar page on XTO Energy Inc.’s (NYSE:XTO) investor relations website, which is hosted by Thomson Financial on [...]
Pros like it plain, too
A COMMON misconception among those who compile and write company disclosures is that clear and simple language only matters if your company has a lot of retail investors. But that’s not true. Professionals appreciate plain language just as much as lay people. In fact, they probably appreciate it more because they have to do a [...]
IBM’s plain(ish) pay report
IF YOU’RE looking for an example of a plain English compensation discussion and analysis, take a look at IBM’s effort. Running this rather lengthy report through the Juicy Studio Readability Tester, it still scores better than any of the CD&A’s in our recent survey of 40 early proxy statements. Here are its core results: Gunning [...]
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