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Report: Ipreo Hot Topic Summary Report- Characteristics Of Effective One-on-One Investor Meetings

Report: Ipreo Hot Topic Summary Report- Characteristics of Effective One-on-One Investor Meetings

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“What are the characteristics of an effective one-on-one investor meeting?”

Ipreo asked select buy-side analysts and portfolio managers what they considered to be characteristics of an effective one-on-one investor meeting. Some investors responded that clear communication, honesty, preparedness, and deep knowledge of not only the company, but the investor as well were appreciated during meetings. Other investors stated that it is more a matter of who you are meeting with and their position in the decision making process rather than the characteristics of that person in the meeting.

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