• 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

Holding Our Breath?

Second quarter went by in a flash. And from what I’ve seen, insurance companies did a credible job of minimizing surprises (an important component of managing uncertainty).

But as I settle back to consider what’s next, I have to say it feels like we’re all holding our breath. We all seem to be waiting for “something” to happen on any one of a number of fronts — pricing, reserve adequacy, yields, etc.

I encourage using this lull, which is likely to be brief, to look seriously at strategic messaging.  Companies can protect management credibility and avoid unnecessary surprises by using third-quarter disclosures as part of any transition in business strategy, metrics or performance targets.

This also is a good time to look at the business description in the 10-K.  SEC filed documents are among the most important resources for institutional holders. In addition, the SEC is stressing consistency between those materials and other communications.

My plans for the coming weeks include attending an industry conference in New York and watching closely for SEC commentary on proxy rules and other topics.  I’ll post insights.

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