Summary: Investor Relation teams can now see broker events, industry earnings dates and IR events, both local and international in one view.
Uses: Event planning.
Available for: Investor Relations teams with a standard Closir subscription.
How does it work? Brokers conferences and IR events are visible under Conferences tab. Industry earnings dates are visible under Events tab. Both views are sortable by various categories. Furthermore, under the ‘Events’ tab users can create and save bespoke watchlists (e.g Oil & Gas Russia).
IR teams can also express interest or register for certain events using the right hand side menu bars. If a company selects ‘I am attending’, it will then export to the IR calendar. Selecting ‘I am interested’ in feature will send this request to respective organisers.
Visibility: Both companies and investors can see events on Conferences and Events pages.
User quotes: “Having all events, especially broker conferences, in one place is very helpful”
Closir team comment: We have heard from many IR teams that it would be useful to consolidate various events that are relevant to the everyday life of an IR team. In addition to just creating a list, we connected events to organisers who will receive requests about any companies interested in attending them.
Summary: Investor Relation teams can capture interest for meetings from institutional investors directly via their IR websites using our plug in.
Uses: Investor Targeting. Roadshow planning. IR Website enhancement.
Available for: Investor Relations teams with a premium Closir subscription.
How does it work? Closir embeds a plug in to company’s IR calendar on its website that reflects its events and roadshows. The calendar has a ‘request meeting’ button. Investors click to request their interest in meeting a company while they travel. Closir filters this information and presents you only qualified institutional investors.
Visibility: Our connected calendar is designed to sit within IR pages and is publicly visible to everyone.
User quotes: “We wanted to capture more information from our IR website, especially the information about which investors are interested in meeting us when we travel. In this regard this feature does the job. We use this aggregated information to supplement our meeting schedules with new investors.”
Closir team comment: We always found the IR calendar section on company IR websites to be fairly static and ‘one way’. We wanted to give investors visiting the IR websites ability to express interest in meetings or road shows, and thus providing an extra layer of intelligence for company targeting efforts.
A public calendar switch makes your Closir calendar available to the public via an external link. You can easily add or edit events on your calendar.
Investors have the option to express interest in meetings on your travel. This information is filtered by Closir team and aggregated in one place.
The calendar can then be embedded into your IR website calendar. You can track investor interest in your roadshows real time by logging back into the Closir platform.
Over the summer we spoke to over 50 institutional investors to find out a little more about what tools they currently use on a daily basis in their investment decision process. A portfolio managers desktop would likely include a combination of the following platforms:
- Financial data providers (for real-time prices, company fundamentals – both current and historic, public filings data, research reports, technical charts)
- Sell-side analyst support (research reports, recommendations)
- Screening tools (some through data providers, some internal)
- Financial news terminals (international and local)
- News and social media aggregation tools (including RNS)
- Sell-side analyst consensus consolidators
- Expert networks (communities of industry professionals on the ground)
- Macro research tools
- Portfolio risk analytics and valuation tools
Where does investor relations fit in?
Although the tools listed above provide investors with key fundamentals and perspectives on the company, there are a number of other areas where information that is critical to the investment decision is often more difficult to find. We have put together a checklist that summarises the areas that investors have told us are most important, and where investor relations can make an impact. To request this check list contact any of our team (firstname.lastname@example.org) and they will be happy to share it with you.
Helping investors to fill in the gaps and reduce the noise is central to what Closir does. Based on the feedback above, we’ve built a simple, standardised template for companies that investors can access easily view, compare and integrate into existing research processes. View your current profile by logging in to Closir.