Investor Relations Audit

A detailed examination of your investment case and its delivery, with recommendations to enhance all aspects of your IR programme

Our dedicated global team of IR professionals take a fresh, objective view of the content and structure of your key information materials and your overall approach to reporting and engagement. We optimise your narrative and test the appropriateness of KPIs and other metrics, benchmarking these against your investment peers and wider market practice.

Our analysis looks at your current disclosure levels, guidance policy, level of integration of sustainability narrative into ongoing communications, effectiveness of delivery of key messages during results calls and investor presentations, and your overall approach to investor targeting.

The results of this analysis will be integrated into a detailed recommendations report, to support suggested next steps and changes needed to enhance all aspects of the IR programme (which we can also assist you with, as required).

Our dedicated global team provides services across the full IR spectrum, from training to advisory, operating a fully outsource IR function for equity and debt issuers, and support for private companies to ensure ‘a state of readiness’ well ahead of any potential liquidity event.