• 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.

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  • Copyright 2012

The Washington View

Earlier today, Jeff Morgan, president of the National Investor Relations Institute (the IR professional organization), spoke to our local chapter. His presentation titled Financial and Regulatory Reform and other Critical IR Issues was a thought-provoking look at relevant items under consideration by Congress and the SEC.

He sees a high likelihood that all companies (not just the big “Wall Street” financial institutions) will be facing a myriad of governance and other changes by fall. Many of the expected changes have a direct bearing on the way investor relations is practiced, making the function even more critical. This is a topic on which I know I’ll be spending more time in coming weeks.

Thanks to Jeff for making time to visit Cincinnati and share his insight.

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