• 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

Just for Insurance IROs

We have extended the deadline for the insurance IRO perspective assessment* to July 15, so act now.

The assessment takes just a few minutes to complete on line (at no cost). The project is a chance for those of us communicating with insurance investors (update: IROs and others with IR responsibilities) to:

  • Learn about the challenges and opportunities our peers are seeing in 2010 and beyond and how our perceptions compare.
  • Discover ways to leverage our personal strengths, improve our effectiveness and enjoy greater satisfaction in our IR roles.

And for NIRI members, I’m curious if you have any interest in an eGroup for property casualty and life IROs (using the new capabilities on NIRI’s website). Since the conference, there’s been an uptick in eGroup traffic.  A dedicated eGroup might be a useful forum for sharing insights as we deal with our industry’s unusual challenges. I would be happy to set one up, if there is interest.

* The perspective assessment project is being conducted in conjunction with Jeanne Hollister Lebens of JML Coaching LLC. Jeanne is using the ChangeWorks!™ assessment tool to gather the data. (Note that individual responses are confidential although aggregate data may be released, shared or published).

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