Pareto supports listed companies by helping them establish effective communication with investors and capital markets participants. They examine a company's current investor relations program and identify ways to improve existing communication channels and materials to better convey the company's message. Pareto works to translate a company's language into one understood by capital markets and help carry the company's message to investors. The goal is for the company to receive optimal results from the information they provide to investors and other audiences.
2. To play your instrument right
Active investor relation is the “Formula We build and improve those channels, you thereby communicate; to whom is
One” for listed enterprises. which bring out the message to the this work addressed, and, what are the
public. results?
Only if you are in control of your investor
relations you will benefit by appropriate First we examine your current investor In most cases, these results offer a first
evaluation of your securities. relation program: analysis and thereby show substantial
differences between the results you
PARETO supports your enterprise by What kind of actions do you take in order wished you had between you and your
helping to establish the appropriate com- to encourage your investors in their in- investors and the actual conditions.
munication with investors and capital vestment decisions; or to gain new inves-
market participants. tors; what kind of information do Here, one can already start the optimi-
zation of the instruments used so far.
Often it is sufficient to improve existing
instruments, which can be achieved
without complex investments and costs.
It always depends on how well one is able
to play his instrument!
3. The tone makes the music!
Business success in a highly competi- tion supplied by you – such as business It always depends to find the right tone!
tive environment with a clear perspec- reports, press clippings, ad hoc messa-
tive is strongly welcomed at the capital ges, sales folders, news letters or even
markets. speech notes. This preparation of target
group related documents will help you to
This is your success as the leader of your reach your addressees directly, whether
enterprise, this is where you put your en- private or institutional.
ergy, and this is what you communicate
to your investors. However, not every
investor will understand this as clearly as
you do.
Often, you do not speak the language
the capital markets speak; they can’t
understand you.
We translate your language into that set
understood by the capital market partici-
pants and help to carry your message to
the investors.
For this, we put together your investor
relation materials based upon informa-
4. Set the right tone!
Important audiences for your investor
relation activities are analysts, journa-
lists, banks and placement xxxxxx.
This audience does not necessarily own
your shares, but general statements of
these multipliers decide on the invest-
ments in your stock. But not only your
stock is evaluated; an array of other
competitive investment opportunities is
taken into account.
Pareto develops the communication
with these target groups and helps you
to identify the hidden signals, which are
relevant for the long-term evaluation
in this extremely complex competitive
environment.
Finding your cue at the right place to hit
the right tone!
5. Who pays,
determines the song to be played.
In the capital market the currency infor- In the capital market the currency infor- As you can tell, these simple examples
mation reads, and comes first from you. mation reads, and comes first from you. show how much influence you can have
Thus you pay in many places. But you Thus you pay in many places. But you on the results of your information you
also always obtain the full equivalent, also always obtain the full equivalent, provide.
and pay you in the correct places? and pay you in the correct places?
We would like to support you – so you can
Pareto helps you to use information in Pareto helps you to use information in decide what kind of music is to be played.
such a way that you receive optimal such a way that you receive optimal
results for it. results for it.
The bottom line is: what kind of investor The bottom line is: what kind of investor
would your enterprise like to focus on? would your enterprise like to focus on?
Private investors are to be addressed Private investors are to be addressed
differently than institutional investors; differently than institutional investors;
also large regional differences come in also large regional differences come in
to play. to play.
If you address private investors, there If you address private investors, there
is no need for extensive business re- is no need for extensive business re-
ports filled with business terminology. ports filled with business terminology.
If you want to approach investors from If you want to approach investors from
Edinburgh or Geneva, you must travel to Edinburgh or Geneva, you must travel to
those places and talk to them. those places and talk to them.
6. Develop the perfect pitch!
The capital market is an orchestra and pitch for the hidden signals of the capital
includes an audience. market.
The better you understand the individu-
al tone and its performance within the
group, the better you can be an active
part of orchestrating it!
Pareto helps you to recognize the co-
herences and to consider these in your
investor relation plans.
Whose agent is the broker? This is the
crucial question. Why does the analyst
perform a study of your company, why
is institutional sales interested in a road
show covering your enterprise, and what
is the reason for the investor to buy your
stock? You must have a precise con-
ception, before you enter into talks with
capital market participants.
Pareto helps you, to find the correct
answers - thus developing the perfect
7. To make a bumm note sound right!
Rarely does an orchestra play perfectly, Have you observed conspicuous move- Often it requires some external as-
often there are dissonances. ments with your stock? Do you need to sistance in order to repair the discussion
prepare for critical topics at your next threads, to bring up new ideas and to
There is a need to recognize these dis- general meeting? Or are you caught in prevent problems from sprawling;
cords and to handle them accordingly. crossfire of influences or, which limit
Pareto helps you to identify these dis- your room for maneuver? You need to Pareto supplies you with brand new tools
sonances in time and to deal with them solve these problems, within a tight and instruments, with new ideas, as in-
appropriately. corridor between legislator and investors termediary and as a mediator - to make a
demands. bumm note sound right!
8. Each performance is expensive.
That’s right: presently, you spend a lot always with the pretension of a measu-
of money on your investor relation. First, rable positive effect for your enterpri-
there are direct costs. Employees, who se. This is the benchmark that can be
take care of this part of the business in measured. The road track of Pareto in-
your enterprise: acquisition and prepa- vestor relation experts has already proved
ration of information; the production of - to orchestrate the music successfully!
annual and interim reports, the stockhol-
ders meeting, etc. That’s a lot of money
you are spending. But have you every
discussed the indirect costs? Does your
share price resemble the effort you have
put in to these endeavors? What kind
of impact does the stock price have on
the attitude of your house bank? How
do your investors respond to your stock
quotation?
Pareto investor relations help you to
analyze and evaluate the initial position.
We examine if you can achieve the same
effects at less cost, before we suggest
increases concerning range and the opti-
mal structure your investor relations -
9. Pareto investor relation -
the score of your orchestra
Imagine you are forced to determine the to the fact that they are governed by
guidelines for an orchestra, to perform legislature.
in front of an unknown audience. Badly Accordingly, the press releases are done
enough you must rely on musicians you by the specifications. That’s it. Unfortu-
haven’t picked yourself. This describes nately, results are measured by the price
most scenes of Investor relation. At least of stock. Does the stock price really
you are in possession of the notes, due resemble the true substance and poten-
tial of your company? How many press
articles did you have in financial and
economic publications this year? How
many talks took place with analysts and
investors?
It all turns around the right accentuation
and the ideal application of your ba-
ton. Media, coverage, private investors,
funds. With our long established con-
tacts to press and financial communities
we can help you reach your goals.
Ask us about how we fine tune your
orchestra!
10. Pareto Investor Relations
COMMUNICATIONS + INVESTOR RELA- ADVERTISING CAMPAIGNS TV · Print SALES AND DISTRIBUTION Set up of
TIONS requirements analyse · concep- · Radio · Business to business · Multi- marketing and sales office · legal hand-
tion · needs analysis · strategy · annual media · web design · Direct marketing · ling · identification of key accounts ·
planning · consulting on individual pro- promotions development of and implementation of
jects · full service · public relations · IPO sales strategy
consulting · m & a consulting · interim EVENTS + EXHIBITIONS shareholders’
management meetings · analysts’ presentations · road
shows · lectures ·seminars · moderation
MEDIA WORK by-line articles · ad hoc · showroom design · AGM
· interviews · press releases ·press kits
· ghost-writing · crisis communications
·financial results press conferences
BROCHURES letters to shareholders ·
quarterly reports ·annual reports · image
brochures ·fact books · product and ser-
vices brochures ·newsletters · employee
newspapers and customer magazines
