Case Study

Planning and Measuring an International Roadshow - Optimizing Management Time and IR Resources During International Investor Outreach

Planning and Measuring an International Roadshow - Optimizing Management Time and IR Resources During International Investor Outreach

Pages 3 Pages

The client’s CEO and CFO are frequent travelers to Europe and Asia for business and have heard from peers and brokers that the sector is attracting new money from abroad. Due to limitations in public filings, they do not have a clear picture of their international shareholding. The CFO has participated in non-deal roadshows (NDRs) that the investor relations team has conducted in the past but has not seen any measure of the effort or results. The CFO wants to be able to: Ensure that they are meeting the right investors Measure both effort and results of the meetings MiFID II gave this project added impetus as the client faces a future in which international outreach may rely less on the sell-side. IPREO’S APPROACH In order to establish a reliable benchmark, a deep-dive researc

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