Today, many corporate and financial executives are forced into a defensive game of rigorous financial controls, Sarbanes-Oxley compliance and a circumspect approach to disclosure.

Of course corporate financial integrity and the resulting confidence it inspires among investors is a good thing. Yet in today’s conservative accounting climate, management can underestimate the value of proactive investor communications strategies that assure full value, liquidity and an orderly market for the company’s shares.

Effective investor relations is primarily focused on strengthening and solidifying your relationships with existing shareholders. Frequent and memorable communications (combined with reinforcement from trusted third parties) is the basis of lasting, confident investor relationships. When existing shareholders are well informed and confident with your business model and long-term strategy they are more likely to resist any short-term selling pressures and hold shares until their investment objectives have been met.

Investor relations also helps market your company to new shareholders to expand and diversify the investor base. The products being marketed are intangible: your business model, your strategy, your management team. Just as with tangible products, a stock price contains information that signals “quality” to an investor. However, without full disclosure and communication of the intangible assets and hidden value of a company, valuations based only on reported numbers are incomplete and often wrong.

SPS Group recognizes this essential yet unique financial marketing role and is organized to assist the CFO with focused, cost-effective IR programs that treat IR as both a marketing function as well as a compliance responsibility.

Let SPS Group join your team to strengthen and expand your investor relationships.

Why Should You Engage SPS Group for Your IR Program?

SPS Group works with you and your team to first develop and hone your story.  We apply a rigorous, outsider skepticism combined with creativity and enthusiasm to create a series of compelling, memorable, well-organized messages: an investment thesis tailored to suit the needs (and priorites) of shareholders, portfolio managers and equity researchers. 

We then apply proven, quantitative tools to identify likely shareholders for outreach. Our recommendations are based on an analysis of 13F filings from the funds trades to infer a buying pattern than precisely matches your stock's performance.  We do not "pay" for meetings by granting access to management for frivilous or other, dubious reasons. 

Next, we train you (and your staff) on professional presentation techniques that maximize message retention.  We then apply sound targeting strategies to elevate investor interest. 

To assure a smooth, trouble-free experience, we professionally organize all the logistics for one-on-one briefings with portfolio managers, analysts and other investors. And finally, we provide you with a detailed follow-up summary of all meetings to ensure a lasting, strong relationship with the investment community.

This professional service is performed by skilled, experienced professionals available to you at a fraction of the cost of maintaining a full-time staff in a similar functional capacity.