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Capability Library


Managing and creating investor relations

Managing and creating investor relations

Related Terms:

Managing and creating investor relations involves developing and executing communication strategies that effectively communicate with investors, analysts and other stakeholders to drive investor confidence, credibility and trust. Investor relations channels may include earnings calls, investor conferences, annual reports, and investor newsletters.

Beginner competence definition

A beginner in managing and creating investor relations has a basic understanding of the company’s investor relations channels and goals. They can assist in executing investor relations plans with guidance from more experienced team members. This includes tasks such as scheduling earnings calls and updating the investor website.

Intermediate competence definition

At an intermediate level, a communications professional is able to lead the development and execution of investor relations strategies that align with the company’s overall business objectives. They can develop and implement comprehensive investor communication plans, manage communication channels, and develop messaging that promotes the company’s performance and strategy to investors. They can also measure the effectiveness of investor relations using metrics such as analyst ratings and shareholder feedback.

Advanced competence definition

At an advanced level of competence, a communications professional can provide strategic counsel to the company’s leadership on investor relations and strategy. They are able to lead cross-functional teams in developing and executing comprehensive investor communication plans that drive investor confidence, credibility, and trust. They can also leverage emerging trends and best practices in investor relations to optimize impact and drive results. Additionally, they have advanced skills in financial communication and financial analysis.


Managing and creating customer communications


Managing and creating social media and online communications

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