Measuring and Evaluating Investor Relations will cover current developments in investor relations evaluation and measurement strategies across several sectors in this growing field.

The conference will provide an overview of major trends in the strategic, financial and corporate assessment of the role of investor relations.

Our programme includes: (a) case studies on investor relations programmes in listed companies like British Airways and Reuters; (b) perspectives on evaluating relations with institutional investors, on-line investors and private investors; (c) a range of critical issues including: the advantages of positive IR and shareholder communication programmes for meeting business needs and strategic objectives, measurements of corporate performance for building investor confidence, measuring financial relations and timing the results of the financial report for maximum effect, building in feedback and measurement results into on-going strategic reassessment, the role of employee relations, public relations and employee perceptions in projecting the right IR image, quantitative and qualitative measurement criteria for IR and on-line communications with investors.

Conference programme

8:30 Registration and Coffee

9:00 Chairman's Opening Remarks

Richard Carpenter

Richard Carpenter, Editor, Investor Relations Magazine


Charles Richardson

Charles Richardson, Director Corporate Affairs, 3i

  • The power of investor attitude on an organisation
  • Focusing on IR as a cost-effective approach in promoting shareholder confidence
  • Using IR as a management tool supporting specific business objectives
  • Addressing investors with clear and positive business messages and the resulting benefits to the company
  • Building evaluation into PI budgets
  • Using evaluation to assess impact on investors as well as measuring media coverage

    Timothy Marshall

    Timothy Marshall, Business Development Manager, Shareholder Communications plc

  • Understanding the shareholder in the retail sector
  • Keeping the shareholder adequately informed
  • Measuring the effectiveness of shareholder communication
  • Facilitating relations between institutional investors and shareholders
  • How to communicate effectively with shareholders during complicated transactions

    Michael Warren

    Michael Warren, Investor Relations Manager, Halifax plc

  • Tailoring IR to strategic business objectives
  • Communicating effectively for the investor profile
  • Ensuring the most cost-effective approach, with proper budgetary control
  • How IR which addresses selected audiences with clear business messages provides achievable targets
  • The need to build evaluation into IR budgets
  • 11:00 Morning Coffee


    Philip May

    Philip May, Managing Director, Prudential Portfolio Managers UK

  • Measures for corporate underperformance - from the institutional investor’s point of view
  • Corporate performance that inspires investor confidence
  • How do institutional investors look at the corporate IR?
  • Weighting for external criteria compared to corporate performance criteria
  • What keeps the investor on side?

    Elizabeth Nisbet

    Elizabeth Nisbet, Director, Schroders Investment Management

  • The impact of sound financial relations on the bottom line
  • A framework for comprehensive measurement of a company’s financial relations policy
  • Different audiences within the financial relations sphere
  • Dialogue and relationship-building with different finance audiences
  • Developing measurements for the right investor profiles
  • The type of data required for good IR measurement techniques
  • 12:40 Lunch


    Richard Punt

    Richard Punt, Principal, Deloitte and Touche

  • Measuring business performance: the markets’ view
  • Focusing on value creation
  • New initiatives in corporate performance measurement
  • Aligning management activity with market expectations
  • Impact on investor relations strategy and practice

    Richard Carpenter

    Richard Carpenter, Editor, Investor Relations Magazine

  • Ensuring IR is linked to corporate strategy
  • IR’s contribution to achieving corporate objectives
  • Measuring the effectiveness of IR - choosing the right criteria
  • Assessing measurement methods
  • The ultimate test - inter-company comparisons
  • The measurement cycle - analysing the results and revising the programme

    Jane Hurley

    Jane Hurley, Investor Relations Manager, Logica

  • Our goal of building investor confidence
  • What are the most effective communication methods for building investor confidence?
  • Key measurement criteria for investor communication tools
  • Is it possible to measure investor confidence realistically?
  • How to measure effective investor relations over time
  • Formalising the process by which measurements are taken into account in strategic revisions
  • 15:40 Afternoon Tea


    Simon Barber

    Simon Barber, Head of Communications, Public Health Laboratories Services

  • How important are in-house communications to external relations?
  • Evaluating internal communications in relation to company culture
  • Setting internal communications objectives and strategies - should they differ from external objectives?
  • Ensuring the continuance of contracts with a variety of clients through communications
  • Using internal relations to support and enhance the corporate image
  • Examining and evaluating in-house communication channels

    Thomas Clarke

    Thomas Clarke, Professor of Corporate Governance, Leeds Business School

  • What turns your staff into advocates for your business?
  • Link between employee and customer perceptions of the business
  • Employee share schemes - employee relations importance to IR
  • Linking staff commitment to business goals and Identifying drivers of commitment
  • Examining the role of measurement and tracking of staff views
  • What investors expectations are regarding company management culture and employee roles in the company
  • 17:00 Chairman’s Closing Remarks and Close of Day One

    8:30 Re-registration and Coffee

    9:00 Chairman's Opening Remarks

    Thomas Clarke

    Thomas Clarke, Professor of Corporate Governance, Leeds Business School

    9:10 CASE STUDY

    George Stinnes

    George Stinnes, Investor Relations Manager, British Airways

  • Background to the structure of IR at British Airways
  • Some theories and thoughts about measuring IR
  • Measuring IR success at British Airways
  • The role of feedback in measuring IR
  • The concept of continuous improvement applied to IR

    Jackie Holman

    Jackie Holman, Head of Investor Relations, Railtrack Group

  • How to determine when strategy needs reassessment
  • The role of measurement results in strategy adjustment
  • Anticipating strategic redirection
  • How to make advance preparations
  • Setting the revised IR criteria
  • Planning and implementation of a strategic re-alignment

    Tony Hobman

    Tony Hobman, Chief Executive, ProShare

  • Comparing private and institutional investors
  • How are relations with private investors measured?
  • Costs factors to consider in a strategy for private investors’ services
  • Communications with private investors
  • Meeting and exceeding the expectations and demands of different shareholders
  • Ways of enhancing private investor relations
  • 11:00 Morning Coffee

    11:20 IR WEBSITES

    Mark Hill

    Mark Hill, Managing Director, ir group

  • The growing market need for on-line investment
  • Critical success factors for IR websites
  • Most effective types of information provided for the investor on the IR site
  • Profile of on-line investors
  • Evaluation methods employed for on-line traffic
  • Using on-line communications to meet international investor needs
  • 12:00 CASE STUDY

    Roberto Rivero

    Roberto Rivero, Product Marketing Director, Primark (Datastream/ICV)

  • Investors on the web
  • The impact of international exposure over Internet of the company's IR resources
  • Analysing and measuring the perception of on-line investors
  • Communications strategy with on-line investors
  • Using on-line communications to optimal effect in investor relations
  • 12:40 Lunch


    Catherine James

    Catherine James, Group Investor Relations Director, Diageo

  • Developing and implementing IR objectives and strategy with the financial report
  • Differentiating between internal and external feedback
  • Managing and measuring the effectiveness of the release
  • The investor's response - was it anticipated?
  • Does the investor attitude reflect the business positively?
  • Utilising the analysis for the long-term development of IR strategies

    Bill Trelawny

    Bill Trelawny, Director of International Investor Relations, Citigate Dewe Rogerson

  • What companies are currently doing in measuring IR: some trends
  • Alignment of IR targets with overall IR objectives (and those of peer group)
  • What quantitative statistics can do for IR
  • What qualitative measurements can do for IR
  • Likely trends in IR measurement in Europe and the UK
  • 15:40 Afternoon Tea


    Robin Hepburn

    Robin Hepburn, Chief Executive, Ludgate

  • The importance of perceptions in investor relations
  • What have perceptions got to do with the bottom line?
  • How can investor perceptions be measured?
  • How can investor perceptions be managed?
  • Measuring relationships with your investors
  • Using results of measurements to improve the financial communications with investors

    Geoff Wicks

    Geoff Wicks, Director of Corporate Relations, Reuters Holdings plc

  • A framework and approach to develop a balanced IR measurement system
  • Linking IR measures directly to short and long term company objectives
  • Identifying key business attractions to shareholders
  • Establishing processes to develop, capture, report, analyse and act on IR measurement
  • Integrating IR measures with management incentive programmes
  • Developing an infrastructure to support IR measurement
  • 17:00 Chairman's Closing Remarks and Close of Conference


    Churchill Inter-Continental London

    30 Portman Square
    London W1A 4ZX
    United Kingdom

    Churchill Inter-Continental London



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    CPD stands for Continuing Professional Development’. It is essentially a philosophy, which maintains that in order to be effective, learning should be organised and structured. The most common definition is:

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