In The News

Targeting: Is Our Company’s Program Common Practice or Best Practice?

NIRI Annual Conference, San Diego

Tuesday, June 7, 2016 | 1:30PM – 2:30PM | Room: Grand Hall D

When you ask IROs what targeting means to them, you will get a wide range of answers. At the core, targeting is one of the most essential elements of an effective IR program and IR dedicates a lot of time and resources to it. In addition, IROs often have to educate their management teams on the buy-side’s deliberate and lengthy decision-making process. This reality lends itself to the question IROs often ask: is our targeting program common practice (the way we’ve always done it) or best practice (what the buy-side defines)? Explore how the targeting landscape is changing since investors only have so much bandwidth and are following over 120 companies on a given day.

  • Learning Objective 1: What are the most common ways in which public companies proactively reach out to targeted investors?
  • Learning Objective 2: How can you determine what metrics are most appropriate for your company?
  • Learning Objective 3: How can the application of both quantitative and qualitative practices help make your program more effective?

NIRI Annual Conference, San Diego

Rivel Research Group and Valuation Metrics Develop Innovative New Approach to Targeting

Partnership Creates “Next Evolution” of Critical Investor Relations Function

NEW YORK – June 3rd, 2016 – Rivel Research Group, a global leader in investor market research and analytics, today announced its partnership with Valuation Metrics, a provider of sophisticated behavioral targeting technology tools for linking investors with companies. The partnership enables Rivel Research Group to bring best practices of qualitative insight and predictive quantitative analytics in its targeting offerings to clients.
Read More

When It Comes to ROIC, Investors May Not Be Buying the Company Line

A survey suggests companies need to do a better job selling their plans to improve returns on invested capital

Investors are clamoring for companies to disclose their return on invested capital, but they aren’t exactly buying the story companies are trying to tell with the metric. In a survey this spring by investor relations experts Rivel Research Group, ROIC once again scored as the most important financial metric for global investors that companies can talk about…

Read entire article

The Hottest Metric in Finance: ROIC

General Motors placated activist investors with help of return on invested capital

Last year, General Motors Co. fended off a group of activist investors with the help of an esoteric financial metric to which it had previously paid little heed.

Read entire article

Rivel Research Group to Present at AIMSE 39th Annual Marketing & Sales Conference

Asset Manager Perception Studies Provide Specific Drivers and Insight Beyond Performance Surrounding Target Market’s Asset Allocation Decisions

NEW YORK – April 29, 2016 – Rivel Research Group, a leader in global investor research and analytics, today announced that it will be presenting the results of the recent AIMSE perception study at the upcoming AIMSE 39th Annual Marketing & Sales Conference on May 2nd. The conference is taking place at the Ritz-Carlton Hotel from May 1-3 in Orlando, Fla. 

Commissioned by AIMSE in late 2015, the study involved unattributed interviews with more than 70 AIMSE members and potential members. The objective of the study was to provide the board with insight on where current opportunities exist to bolster AIMSE’s overall value proposition to its members.

Read More