IRM (Investor Relationship Management)

Transcription

1 Targeting: Como conhecer e gerenciar sua base de acionistas? IRM (Investor Relationship Management) Sandra Matsumoto, Client Relationship Manager Agosto de 2009

2 Managing your Investors 2

3 Institutional Investors Who and Where Investors mutual funds, pension funds, insurance companies, asset managers, banks System (IRM) Enter and manage interactions with both the Buy-Side and Sell-Side Investors & Analysts Investor influencers sell-side community, investment banks, third-party research, media, IR team Brokers Seattle, WA WA Helena, MT Minneapolis, MN Milwaukee, WI Chicago, IL AUM San San Francisco, CA CA Los Los Angeles, CA CA San San Diego, CA CA Phoenix, AZ Denver, CO Omaha, NE Dallas, TX TX St. Louis, MO New York, NY Philadelphia, PA Baltimore, MD Louisville, KY Charlotte, NC Memphis, TN Houston, TX St. Petersburg, FL Fort Lauderdale, FL 3

4 International Investors West Coast Brandes Capital Group Colonial Newport Denver Inv. ADV Dresdner RCM Founders Franklin Group Hotchkis & Wiley Invesco (Denver) Janus (Denver) LGT AIM Montgomery Newport Pacific Nicholas Applegate Pacific Mutual TCW Mid-West AMEX IDS Northern Trust Northwest Mutual State of Wisconsin Strong Capital Waddell & Reed San Francisco Los Angeles Texas AIM Texas ERS Texas Teachers Dallas Huston US Global USAA Van Kampen Boston Batterymarch Boston Company Fidelity Mgmt. Harvard Mgmt. Keystone Mass Financial Oechsle Pioneering Mgmt. Putnam Advisors State Street Wellington Mgmt. South East Franklyn/Templeton Hansberger Jacobs AM Mercator Suntrust Bank New York Alliance Capital American Century Ark Asset Mgmt. Brown Brothers CSAM Citigroup Federated Global Fiduciary Goldman Sachs GE Jennison JP Morgan AM Kingdon Capital Lazard Asset Mgmt Lexington MSAM Neuberger & Berman Omega Oppenheimer Funds Sanford Bernstein Scudder TIAA/CREF US Trust Warburg Pincus Mid-Atlantic Delaware Dupont EMIC Franklin Mutual Invesco (Atlanta) Marvin & Palmer Miller Anderson MLIM Prudential State of New Jersey T. Rowe Price Vanguard 4

5 Managing your Investors Tool to maximize value of the IR programs Prospect for New Investors Prepare for Roadshows o Manage IR contacts o Generate contact and institution profile reports Track and Report on IR and Management Activities o Who a company s investors are and why o Where management should be dedicating its time to enhance shareholder value 5

6 Managing your Investors Access to robust and timely, global contact data and insightful and helpful customer service Global, multi-asset class contact database o 75,000 qualified and updated contacts; 56,000 buy-side equity contacts; 14,000 hedge funds contacts; 13,000 sell-side contacts. o 100+ People in the US, Europe, and Cape Town actively researching, collecting and analyzing Contact data Industry Leading Customer Service o 24 hour/7 day a week support by a staff that not only understands the data but the workflow of an IRO o Multi-lingual research and services staff help to conduct research and support clients around the world 6

7 The IRM Platform 7

8 Overall Features 8

9 Overall Features 9

10 The Source: 13-F Form Name of the company 10

11 Prospect Feature Target peer/industry group holders that are not invested in your company 11

12 The Profile Overview 12

13 The Profile Holding Snapshot Target institutional investors by location region, country, city 13

14 The Profile Holding Position Check investors' interest in Brazil 14

15 The Profile - List of Funds - Detailed list of funds - Understand your real/current shareholder base - Merge the positions 15

16 The Profile - List of Contacts - Send an from the list - Download the complete list of contacts - Integrate CRM data 16

17 The Profile - List of Activities and Meetings Activity Input Meetings Input 17

18 The Profile Report - Create custom, managementready Investor Profiles - Historical position - Peer list historical position - Industry top holdings - Creates both: institution and contact profiles 18

19 The Profile Report Activities and Meetings - Review meeting history (phone and interactions) - Active IR record - Notes on topics discussed during interactions with the investment community 19

20 The Profile Report - Contact 20

21 The Profile Report Export VCard Merge with outlook system 21

22 The Profile Report Tracking Actions Track your interactions with investors, analysts and key constituents 22

23 Final Remarks - Shareholder base diversification - Follow institutional investor holding trends; - Follow peers institutional investor holdings; - Become more pro-active/analytical in IR activities; and - Need for discipline to maintain system updated. 23

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