Taylor & Francis Group’s Post

𝐀𝐧𝐚𝐥𝐲𝐬𝐭𝐬 𝐰𝐚𝐧𝐭 𝐭𝐡𝐢𝐬 𝐨𝐧 𝐒𝐥𝐢𝐝𝐞 #𝟏 IROs, your analyst and investor audiences are busy professionals -- here's a simple tip: get to the point, and don't make them wait. Always kick off your presentations to analysts and investors with "Key Takeaways." Set clear expectations upfront about what you're going to share. 👇 Watch our video to see how this works, whether you're gearing up for Investor Day or planning on elevating your Quarterly Earnings. ▶ Watch the video: https://bit.ly/443DZpC Think about it - wouldn't more interactions be productive if they started with a "Key Message" upfront? P.S. I've added a link to more useful IR resources + real-life examples below. . . #InvestorRelations #IROs #InvestorRelationsPresentations #InvestorCommunications

Did you know fpPathfinder's popular Master List Of Goals checklist was inspired by a real-life Morningstar study? Listen to the experts talk about the research behind the guide and see how one advisor puts theory into practice 👨🔬– https://buff.ly/43AMwA6

Just sent out our annual recap to our valued partners and investors! 🚀 In 2024, we're committed to keeping our key stakeholders well-informed by sending monthly reports. Our aim is to maintain transparency, build trust, and assess our progress without getting bogged down in daily minutiae.🤩 These reports will be brief yet packed with context, focusing exclusively on crucial metrics, events, and actions—saving everyone precious time. 🎯 @Matilde Collin's handy template has been instrumental in streamlining this process. You can access it in the comment section below.⬇️

🔎 Interested in tools for analysing the socio-economic context and conducting #SWOTanalyses for #CAP Strategic Plans? Check out our #Tools4CAPfactsheet Nº1! 💡 Discover innovative methodologies and tools essential for inclusive stakeholder engagement and robust socio-economic analysis. This resource offers valuable perspectives and best practices, providing insights into the tools application and impact on policy-making. 👉 https://bit.ly/3UgTPKw

It’s our mission to empower the alternatives industry with the highest quality data and analytics – so it’s an honor to be identified as the market leader and the most used benchmarking service by investors globally. Find out more about Preqin's benchmarking capabilities: https://okt.to/56FyAB #privatemarketbenchmarks #privatemarketperformance #alternativesassets

4. Transparency and Trust: Trust is the cornerstone of stakeholder engagement. We’ll discuss how transparency in financial storytelling builds trust and credibility. https://buff.ly/49krmJ3

Investor Relations (IR) professionals face evolving challenges — from managing analyst models to deciphering complex estimates data, crafting persuasive financial narratives, tracking revisions and maintaining competitiveness. Discover how Visible Alpha can help you tackle these challenges and simplify your IR workflow with our tailored solutions. https://hubs.li/Q02Dz3cF0 #InvestorRelations

Don’t let your business success rest on luck and guesswork! Let us do some proper analysis to understand new markets, clients and competitors to inform your investment and business plans in 2024 😃 #growth #businessplanning2024 #marketanalysis

Read the first article in our four-part series called “Full Speed Ahead”, which examines key focus areas that can help institutional investors optimize back-office operations. http://ms.spr.ly/6042lVX18