• Why Investor Relations?

    For more than 40 years, the CFA Institute has advocated for efficient capital markets that are ethical, transparent, and provide investor protections. One of the Institute’s guiding principles states: “Investors need complete, accurate, timely and transparent information from securities issuers.”

  • Why InsuranceIR?

    Insurance companies face unique challenges when communicating with investors and InsuranceIR is uniquely suited to help with industry-specific support.

    The primary purpose of this blog is to offer specific ideas on how insurance companies can achieve that objective.

    The supporting pages offer information on InsuranceIR's capabilities and how firm principal Heather J. Wietzel can help your company improve your investor communications.

  • Pages

  • Copyright 2012

What This Slide Is Supposed To Show …

I’m still reviewing presentation handouts from AIFA, looking for ideas on how companies can best tell their stories.

The process is reminding me that all too often the best information is hidden behind a comment that begins, now “what this slide is supposed to show” is …

If you find yourself with that line in the remarks for your investor presentation, you probably have a slide in the deck that has great information on a complex topic. But it is a slide that is not gaining you the value it deserves.

To resolve this problem, consider supplementing the work of your communications team on the presentation with input from your marketing or sales group. Those individuals are communicators who know your company (from a slightly different perspective). Asking them to look at your investor presentation with you once or twice a year can give new insight to help you effectively shape these complex points.


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