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Westwicke Blog

The Westwicke Blog is designed to deliver information and insights into the ever-changing world of healthcare communications.

Beyond Bullet Points: 4 Design Tips to Make a Memorable Investor Presentation

Posted on October 2nd, 2019. Posted by

Memorable Investor Presentations

Creating a presentation for an audience of investors is a balancing act. On the one hand, there are specific pieces of information that investors want to see in a certain way, and if you don’t provide that information, they’ll wonder what you’re trying to hide. On the other hand, investors see so many presentations every month — hundreds of slides, thousands of charts, and an endless barrage of bullets and sub-bullets — it’s no wonder that so few make a lasting impression.

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3 Tips for Optimizing Time Dedicated to Meeting with Investors

Posted on September 24th, 2019. Posted by

Optimizing Time Spent Meeting with Investors

Face-to-face meetings with key members of the institutional investor community can be critical to your company’s success in the public markets. However, it can often be challenging for companies to reach the right institutional accounts and appropriately balance these IR activities with the many other demands on management’s time.

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4 Pieces of Advice for Successful Earnings Calls

Posted on September 12th, 2019. Posted by

4 Pieces of Advice for Successful Earnings Calls

Earnings calls are your opportunity to communicate your company’s story to the world. These calls give analysts and investors insight into the progress you’re making on financial metrics and clues about future performance. It’s critical to make these calls count.

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Start Planning Now: Tips for Your 2020 Investor Relations Strategy

Posted on August 27th, 2019. Posted by

IR Plan for 2020

It may seem a bit early to start creating an investor relations plan for the coming year, but considering there are several major external factors primed to drive structural change and market volatility, it’s critical to start planning now. After all, there is a major U.S. election in November 2020, a recent inversion in the yield curve that may be a predictor of an approaching economic slowdown, an ongoing trade war, and plans for investor conferences organized by corporate access teams at major buy-side institutions that cut out the investment banks.

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4 Strategies to Target the Right Investors

Posted on August 21st, 2019. Posted by

Dart Board Bullseye

Reaching the right investors is crucial to expanding your shareholder base and raising your corporate profile. By developing an effective investor-targeting strategy, you can hone in on the institutional investors who are more likely to commit to companies like yours.

Finding those investors begins with a focused and thoughtful approach. Here are a few steps to help you identify a strong circle of promising, high-priority investor targets.

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5 Ways to Implement the Results of a Perception Study

Posted on July 30th, 2019. Posted by

5 Ways to Implement the Results of a Perception Study

One of the most critical aspects of being able to effectively communicate with Wall Street is to understand how it views you, your company, and your story. A solid understanding of the lens through which you are viewed can give you the foundation to develop a strategic communication plan. Unfortunately, Wall Street doesn’t sit down as a group to develop a single view on your company — each sell-side analyst and investor develops his or her own unique opinion that is influenced by a wide variety of factors.

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5 Ways to Improve Your Press Release Review Process

Posted on June 25th, 2019. Posted by

Your PR Review Process

When your company issues a press release, it shouldn’t catch anyone in your company by surprise. If it does, your leaders won’t be able to properly prepare for incoming analyst questions — and that could be disastrous. That’s why it’s essential to have an established internal process for issuing public information. If you don’t have a process — or find that it often breaks down and becomes ineffective — here are five strategies to implement.

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6 Core Elements of an Effective IR Plan

Posted on May 16th, 2019. Posted by

6 Core Elements of an Effective IR Plan

The relationships you build with investors are crucial to your overall business strategy. But as you develop a strong investor relations (IR) plan, consider the following core elements that will help you build a credible reputation with the right audience. From fine-tuning your messaging to nurturing shareholder relationships to selecting the right partner, the investments you make now, will pay off over the long-term.

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How (and How Often) to Conduct a Perception Study

Posted on March 15th, 2019. Posted by

How (and How Often) to Conduct a Perception Study

“Honesty is the first chapter in the book of wisdom.”
— Thomas Jefferson

Just as honesty fuels wisdom on life’s great matters, candid thoughts from outsiders can prove invaluable for corporate executives seeking to learn how key market participants view their company. A perception study can play a vital role in gathering these opinions.

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5 Ways Experience Drives Strategic IR Best Practices

Posted on February 26th, 2019. Posted by

Investor Relations

At Westwicke, an ICR Company, we know what constitutes investor relations (IR) best practices for one important reason: as former investors, bankers, analysts, and salespeople, we have the experience to understand information flow dynamics on Wall Street and the proven strategies. We have discussed specific best practices of a good IR strategy at length – sometimes in broad strokes and other times in greater detail. Every once in a while, however, it is important to pick your head up out of the trees and view the forest to get a sense of the prevailing buy-side perspective on IR and confirm that your intuition is in fact correct. I recently came across a global buy-side survey conducted by Rivel Research Group that underscores our qualitative expertise on IR strategy with quantitative measures. It is important for management teams of publicly traded companies to consider these buy-side perspectives as they approach IR.

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ICR ACQUIRES WESTWICKE PARTNERS

Westwicke will operate as ICR’s healthcare practice and integrate ICR’s capabilities. Read more in the press release announcement.

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