Noemi Gloria Distefano’s Post

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. 

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... 👀 📈 )

Read Edward Russo’s latest blog recapping our recent webinar, "Welcome to the Era of Bespoke Fee Calculations", to learn more about streamlining investor fee calculations. https://lnkd.in/eQGBVPdq 

Dive into the past, present, and future trends shaping investor relations in our latest article: https://lnkd.in/dB5XCx2y

🌟 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

How to effectively capture and interpret investor sentiment: Advice from IR experts Pekka Rouhiainen, Mark Kinarney, Martin Ziegenbalg and Irina Zhurba In this article, these leading IROs discuss the complexities of interpreting investor sentiment from events like non-deal roadshows and conferences and provide effective strategies to help IR teams overcome these obstacles. One key challenge highlighted in the discussion comes from Pekka Rouhiainen, VP of IR at Valmet, who notes: 'I have immense respect for brokers and the vital role they play in connecting investors and companies. However, when information passes through intermediaries, there can sometimes be a loss of clarity or certainty in the communication chain'. Click below to learn more in our deep dive:

Ready to see how you can earn 28% annual returns? Join us on July 31st at 4 PM PT for an insightful webinar. Discover the strategies that make our investors successful. 📅 Save the Date! Register here: https://lnkd.in/gUEaucqy #Webinar #InvestorWebinar #ExclusiveEvent #BenReinberg #Alliancecgc

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

We like to focus on areas of the investing universe where everyone else is not, learn more in our latest Investor Memo "Fish the Ocean Not the Pond." #valueinvesting #internationalvalue Click here for our prospectus: https://lnkd.in/eckXGMEy

Join Avantis Investors’ next Office Hours webcast with Philip McInnis, Chief Investment Strategist, and Jeromey Thornton, CFA, Senior Investment Director. They'll address several recent questions from investors, including these (and more): What impact will duration have if we see the Fed cut rates in the near term? Can the largest stocks continue leading the equity market? What is the benefit of diversification across asset classes and global markets? Register for Feb. 28 at 2 p.m. ET: https://amcen.co/3uNgpAc. #InvestmentInsights #Advisors #Investing #InvestorEducation