FINANCIAL COMMUNICATIONS:
THE FRB VALUE ADDED STORY
BRINGING SHAREHOLDER FOCUS TO COMMUNICATIONS
MAXIMIZING EQUITY AND
BRAND VALUE
REDUCING COST OF CAPITAL
Create a Loyal Following
Individual investors tend to vote with management on proxy issues and hold shares for longer periods than other investors. Are they an important part of your investor relations efforts?
There are an estimated 84 million individual investors in the U.S. This means about 50% of American households own equity – as direct shareholders or through mutual funds or pensions. In this group, stocks account for 41% of all financial assets and 27% of total assets. It's not surprising that recent data indicates 57% of public companies increased the quality and quantity of their outreach efforts to these investors in the past three years.
Financial Relations Board can help you join this group.
When you need an innovative and results-driven approach to attract and keep individual shareowners, contact us.
Individual investors tend to vote with management on proxy issues and hold shares for longer periods than other investors. Are they an important part of your investor relations efforts?
There are an estimated 84 million individual investors in the U.S. This means about 50% of American households own equity – as direct shareholders or through mutual funds or pensions. In this group, stocks account for 41% of all financial assets and 27% of total assets. It's not surprising that recent data indicates 57% of public companies increased the quality and quantity of their outreach efforts to these investors in the past three years.
Financial Relations Board can help you join this group.
- We create messages targeted at individual investors and put them in formats designed to attract their attention, including investor fact sheets, Web sites, presentations, advertising and direct mail programs.
- We arrange meetings with retail professionals, including group meetings with brokers and in-house presentations at target brokerage firms, so you can vividly present your story.
- We develop perception studies to evaluate individual investor perspectives on key issues for your company, and make recommendations on your course of action.
- We create employee investor outreach programs to tap this often-overlooked group.
- We improve shareholder communications with tactics that include investor appreciation programs.
When you need an innovative and results-driven approach to attract and keep individual shareowners, contact us.
