Components of an Effective Investor Day

Every month, Ipreo reaches out to our network of financial professionals to get their insight into issues that affect the marketplace, and to provide our Corporate clients with a little glimpse into the minds of the investment community.

Among our most essential resources are the buy-side analysts and portfolio managers we work with, colleagues who are in the trenches every day, dealing firsthand with the challenges and complexities of the industry. We look to them for their opinions and insider viewpoints on the essential topics of the day, in order to both stay abreast of the ever-changing landscape and to stay ahead of the challenges and concerns of our clients.

Recently, Ipreo asked select buy-side analysts and portfolio managers what they feel are the most important components of an effective corporate investor day. Nearly everyone seemed to have a different answer, ranging from wanting more board level representation at the meeting to hearing from the individual segment heads to near-term guidance projections. But while the answers varied widely, the most common answers revolved around more time for candid Q&A which would lead to greater transparency and clarity.

Read everything they had to say in Ipreo’s latest Hot Topic: Components of an Effective Investor Day.