- Facilitate effective two-way communication between the company, the financial community, and other constituencies, which ultimately contributes to the company's securities achieving fair valuation.
- Build confidence in the company's ability to create measurable value. Convey management's long-term strategic vision to create a credible proposition for delivering shareholder value in the future.
- Develop and maintain relationships of trust with current and potential shareholders and analysts. Effective investor relations can build confidence in an organization, increase its base of long-term investors and reduce its overall cost of capital.
- Maintain a clear, consistent communication program that highlights the metrics and goals that are most salient to the business, and builds credibility by setting milestones and reporting on them.
- Maintain productive relationships with analysts that cover the company in research.
- On an ongoing basis, seek relationships with new investors and analysts whose strategies are aligned with the company's fundamentals and growth prospects.
- Implement an investor communications and outreach program that is optimized in terms of efficiency, thereby affording the C-suite more time to operate and build the business.
- Achieve a level of trading liquidity that is appropriate given the company's public float.
- Establish a trusted point of contact to provide information to investors and analysts in a timely manner and engage in dialogues as appropriate.
- Fulfill responsibilities to shareholders through fair disclosure of information and bilateral communication.
- Conduct ongoing research into third party views and expectations of the company. Utilize the research to assess the effectiveness of the investor relations program, and adapt the program as appropriate.