Professional Documents
Culture Documents
Controller Investor Relations Role
Controller Investor Relations Role
Provides company information to investors to help them make informed buy and sell decisions.
and to enhance shareholder value
*Why do it?
-
New products/services
Management changes
Acquisitions
Reorganization/restructuring
Investor Relations Message Recipients
*Who uses this message
1. Small investors
2. Security Analyst
3. Bond Holders
Large institutional investors:
1. Manulife
2. Sunlife
3. JP Morgan,
4. BDO
5. BPI
Credit Rating/ Bond rating Agencies:
1.
2.
3.
Reuters,
Bloomberg
Standard and Poor
Financial Pres./Media
1.
2.
3.
Business Inquirer
Financial Times
Washington Post
2.
For providing long term prospects of the company, assigning specific persons specializing in
related field of subjects or line of work to discuss and answer should be allocated.
Ex:
Status of Market penetration Head of Marketing
Stategic Planning Head of Operations
Long term objectives and long range outlook President
Important research and development Head of Research
3.
Providing Guidance
Company guidance - Information that a company provides as an indication or estimate of its
future earnings. Guidance is an "expected results" issue from a company to shareholders and
market watchers as to how they envision a future period turning out. Such guidance will
typically include revenue estimates, along with earnings, margins and capital spending
estimates.
This information can be retrieved by attending Corporate Analyst/Briefing, or can be extracted
from media and Company Broker Agency.
Structural Presentations:
1.
2.
3.
4.
Controller
Information Resource person the resource person of financial data by the executives.
An Interpreter explains to executives the financial reports as well as decipher them to
financial institutions when asked to do so.
A Communicator relays and present financial information to entitled groups in absence of the
Chief Financial Officer.
A Reviewer reviews accuracy and completeness of quarterly, annual reports, news releases
and investor relations activity concerning accounting/financials.
Chief Financial Officer
1.
2.
3.
Principal Communicator
Principal Spokesperson or Contact for Large institutions
Principal Reviewer
Chief Executive Officer
1.
Preside over major meetings with security analysts, large investors, and the like and present
the background and related information on such important matters as:
(a) Company mission, purpose, goals and objectives, and so forth
(b) Competitive position of the company
(c) Major operating accomplishments in recent periods
(d) Direction company is headed
(e) Any forthcoming major events that can be announced (management
changes, acquisitions, divestments, etc.)
2.
3.
5.
1.
4.
a.