The Corporate Director Podcast How to make investor relations a competitive advantage
Apr 16, 2025
Kevin Roy, Managing Director at S&P Global, explores how to leverage investor relations for a competitive edge. He discusses the evolving role of IR post-pandemic and its impact on company valuations. Key topics include the importance of credibility and responsiveness in building trust, along with the increasing relevance of ESG and AI in shaping investor strategies. Kevin also addresses the cautious approach in today’s IPO market and how strategic messaging is essential for effective communication between management and investors.
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Prioritize Shareholder Engagement
- Companies should prioritize shareholder engagement regardless of overall strategy.
- Maintaining open, continuous communication channels with investors is crucial in any market condition.
IR Drives Valuation Premium
- Best-in-class IR programs significantly increase company valuation and reduce share price volatility.
- The premium on valuation and volatility reduction has grown from 8% to over 30% post-pandemic.
IR's Evolving Role and Impact
- Investor Relations roles have shifted towards professionals with buy-side and sell-side analyst backgrounds.
- IR's credibility, trust, and responsiveness strongly influence active portfolio managers' investment decisions.