• 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

About InsuranceIR

Specializing in Investor Relations for Insurance Companies

InsuranceIR can strategize and support client investor relations programs that provide investors with credible, transparent and principled communications, including:

  • Developing the investment thesis, or the key value drivers to be shared with investors, and packaging the drivers to make thee message more accessible to investors.
  • Conducting and supporting outreach efforts (sharing of thesis) to reach targeted current and potential holders and followers.
  • Seeking feedback from investors and other audiences to evaluate reaction to the company’s investment thesis and outreach efforts and bring that feedback to management to shape appropriate message updates.

The tactics InsuranceIR recommends reflect recognized best practices and trends in investor communications, as well as a thorough understanding of:

  • Insurance investor needs
  • Requirements of other insurance company constituencies such as rating agencies and
  • Regulatory environment

In all instances, the objective is to reduce the risk associated with investor assessment of a company’s long-term potential, the key driver of valuation. All else being equal, investors possessing a greater comfort level with a company’s potential often will award a higher multiple relative to current, and their estimate of future, results.

Please email InsuranceIR to learn more.

Thank you for your interest,


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One Response

  1. I always knew that you were smart but you have really done well for yourself. I am so proud of you. God speed and thank you for all of the enjoyable reading throughout the years. I have been keeping up with your sucess and can only say that it is very impressive. Congrats heather for a great career. I know you deserve it for all of the hard work. I know i don’t deserve it but please kinda tell karl i think of him all of the time. (this is probably not the platform) but i have to try somehow. Love ya

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