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Description
Some Key Findings from the Executive Alert: - 97% of respondents report attempting to manage shareholder expectations.
- IROs determine the expectations of their shareholders through informal methods (in-person, phone calls, emails), by reviewing sell-side research, comparing company stock metrics to peers, and perception surveys.
- Respondents report attempting to set shareholder expectations for company financial performance, economic-related issues, product-related issues, regulatory, and corporate governance-related issues.
- With regard to timeframes, the most common goals set were for the current year (61%), followed by three to five year goals (31%), two year goals (9%), and five years or longer (4%). (Participants were permitted to select more than one response.)
- IRO respondents reported that the near-term goals their companies provide are more detailed and specific, as opposed to the more strategic, broad, and general nature of any long-term goals provided.
- In addition to metrics, respondents specified other information provided in order to manage shareholder expectations including qualitative findings, product strategy, marketing information, and revenue.
- The CEO, CFO, and IRO are all (81% each) equally involved in determining messaging for managing shareholder expectations.
- Respondents provided specific activities that have been most successful in managing shareholder expectations, and identified activities to avoid.
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