Quarterly Guidance vs. Long-Range Strategy Disclosures

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.

This past January, we asked select buy-side analysts and portfolio managers about the increasing trend of companies moving towards a longer-term, strategy-based disclosure, and discontinuing the traditional quarterly guidance that’s been widely practiced in the past. As usual, responses were mixed. Many of the investors surveyed balked at the idea of less disclosure, while some respondents were okay with it, as they find quarterly guidance to be rather “worthless.”

Find out what else they had to say on the subject in Ipreo’s Hot Topic: Quarterly Guidance vs. Long-Range Strategy Disclosures