MZ Insights’ Post

Gain deeper insights into investor decision-making processes, explore how advisors can equip their clients to navigate turbulent phases and identify proactive measures during challenging times. Don't miss out, book now: https://lnkd.in/eU3dBsy5 #financialresilience #coachingclients #financialservices

An insightful read on why obtaining a 'good level' of investor feedback is crucial in IR. 📖 (plus a bonus reference as to how QuantiFire Limited is enabling companies to obtain a better quantity and quality of this ongoing feedback... 👀 📈 )

🌟 Did you miss our recent Investor Forum webinar? You can now watch it on-demand! 🎥✨ Gain insights into the crucial roles of Boards and Subcommittees in shaping company strategies and ensuring financial stability. 💼💰 Learn how to assess Board effectiveness, understand potential risks, and evaluate overall governance for informed investment decisions. You don't miss want to miss out on this valuable knowledge! Catch the webinar on the SIAS YouTube channel at https://bit.ly/4a1VGbq #sgsiasorg #InvestorForum #CorporateGovernance #InvestmentInsights

🔴Lunchtime drop!🔴 In my latest deep-dive for IR Magazine I speak to four leading IROs and asked them what methods they use to capture insights from their shareholder base, whether they trust the feedback they receive and more. Thanks to the four incredible IROs featured in the article for their expertise: Mark Kinarney from Lantheus Irina Zhurba from Mister Spex Martin Ziegenbalg from DHL Pekka Rouhiainen from Valmet To read the piece for free, click on the link down below > create an account on IR Magazine > enjoy! #investors #buyside #perspectives #news #investorrelations #irchat #finance #business #ndrs #corporateaccess #sellside #brokers

These 7 small changes will make a big impact on your investor presentation — so you can be sure it makes a favorable impression on investors and analysts. https://hubs.la/Q02rGw1_0

Gain deeper insights into the investor decision-making processes, explore how advisors can equip their clients to navigate turbulent phases and identify proactive measures during challenging times. Don't miss out, book now: https://lnkd.in/eU3dBsy5 #financialresilience #coachingclients #financialservices

Great article. It is interesting to see Boston referenced as a location where firms have strict no-feedback policies. Many of QuantiFire’s clients do get plenty of feedback from investors in Boston. The main issue here is really with ‘no-broker feedback policies’ rather than no feedback per se. We have found that location is not the most important variable for investors’ willingness to give feedback through direct or independent channels. 

My colleagues in the shareholder value advisory team just released the 25th edition of the Investor Pulse Check: a series uncovering insights on what investors are thinking, doing, and expecting in today’s uncertain market. Read the latest insights here: https://lnkd.in/dngFhMRA

𝗠𝗼𝘀𝘁 (𝗾𝘂𝗮𝗿𝘁𝗲𝗿𝗹𝘆) 𝗶𝗻𝘃𝗲𝘀𝘁𝗼𝗿 𝗹𝗲𝘁𝘁𝗲𝗿𝘀 𝗮𝗿𝗲 𝗽𝗼𝗼𝗿𝗹𝘆 𝘄𝗿𝗶𝘁𝘁𝗲𝗻. Only a handful of firms observe that an investor letter serves 3 clear purposes: → Have a personalized check-in with 𝘆𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 → Share empathy about how external events affect 𝘆𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 → Explain what you are doing to help 𝘆𝗼𝘂𝗿 𝗰𝗹𝗶𝗲𝗻𝘁𝘀 Even fewer firms succeed in these objectives consistently enough to drive the outcomes you want. When you write your Q2 investor letter in the coming weeks, make sure you return to first principles to secure the outcomes you want. https://lnkd.in/eagZQgYR

Check out this video to see what we're focused on at the CIRO / OCRI Office of the Investor! It's a quick way to learn about our Blueprint and the important work we are doing to understand and inform investors and elevate their voice at CIRO.