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Your market valuation depends in large part upon the long-term
loyalty of your shareholders. Beyond actual shareholder returns,
however, many factors affect shareholder loyalty, as indicated
in the table below.
| Factors affecting
Shareholder Loyalty |
Financial |
- Composition of financial returns between dividends
and capital appreciation
- Perceptions of upside potential and risk
|
Investor Communications |
- Quality of annual report, 10K and 10Q and
reports, financial statements, and annual meeting
- Quality and frequency of other shareholder
communications
- Investor relations services, both online and
off-line
|
Image and Compliance |
- Brand awareness and equity
- Corporate community service, social service,
and citizenship
- Compliance with Sarbanes-Oxley Act and other
regulatory mandates
- Investor awareness of corporate initiatives.
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- How your company is performing on
these and related factors
- Which factors are the strongest drivers
of your shareholders’ loyalty
…thereby enabling your organization to prioritize and
take the most important steps to strengthen your company’s
market valuation.
- Institutional shareholders
- Hard-to-reach individual shareholders.
- Fund managers
- Brokers
- Industry securities analysts.
CustomerSat Investor Relations feedback solutions can be
particularly valuable and tailored to the events listed below.
| Event |
CustomerSat Investor Relations
solutions enable you to: |
Before or after an acquisition
or merger |
- Identify and address shareholder concerns
- Identify and select best investor relations
practices between the two companies
|
After a major change in
share price |
- Identify and address shareholder concerns
- Distill the right messages to your financial
community and investors
|
When contemplating a move
from one stock exchange to another |
- Determine which exchange offers the most value
to your shareholders
- Ensure that the benefits of changing exchanges,
as perceived and valued by investors, outweigh
the costs
|
As part of initiatives
to attract retail or other investor groups to
your investor community |
- Determine the right Investor Relations services
for the targeted investor groups
|
At any time |
- Define and refine dividend strategies
- Gauge investor reaction to new financing events
- Invest in the investor relations services
that will have the greatest impact
- Assess and ensure compliance with Sarbanes-Oxley
Act and other regulatory mandates
- Improve the effectiveness of annual reports,
annual meetings, financial statements, and other
shareholder communications
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For shareholders whose feedback indicates they need immediate
attention, CustomerSat solutions can notify the right Investor
Relations staff through real-time alerts for immediate follow-up,
use Action Management to open cases with an assigned manager
and deadline, or both.
CustomerSat can ensure that the feedback you gather is from
representative cross-sections of your shareholders even if
your shares are very widely held and you do not have shareholders’
contact information. Through its authorized online sample
partners, CustomerSat can provide targeted lists of potential
shareholders with email addresses who have given their permission
to be contacted for feedback.
CustomerSat Investor Relations solutions start with consultations
between your organization and CustomerSat Professional Services,
experts in feedback process design, analysis, and implementation.
- Contain the right performance metrics
for your organization
- Conform to rigorous CustomerSat design
principles
- Conserve and optimize your shareholders’
time in providing feedback
- Integrate seamlessly with your IT
systems
- Deliver secure results that are immediately
actionable to the right individuals.
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