Essentials of Investor Relations

Introduction:

Investor relations are the communication of relevant and necessary information by which the investment community can consistently make an informed judgement about the fair value of a company's shares and securities.

The profession of Investor Relations (IR) has developed rapidly in recent years. Through this course, we aim to provide the key concepts and practices in IR with a range of practical tools, applications, and research. Topics include regulations, compliance, communications, and IR practices.

Targeted Groups:

• IR professionals
• Sustainability and ESG managers
• Board directors
• Communication and PR Managers.
• Financial analysts

Course Content:

Unit 1: Introduction to Investor Relations

• Key Responsibilities and Internal Stakeholders
• External Audiences for IR
• External IR Advisers

Unit 2: Financial Markets

• Global Financial Markets
• Primary and Secondary Markets
• Equity Market Investors
• Debt Investors
• The Growing Importance of ESG Investing
• Other Market Participants

Unit 3: Corporate Entities and Governance

• Legal Definition of a Company
• Share Capital
• Auditors
• Corporate Governance Codes
• Investor Industry Bodies and Regulatory Reviews

Unit 4: Market Conduct

• Market Regulation
• Market Misconduct
• Regulatory Announcements
• Publication of Announcements
• Sponsors, Prospectus and Listings Rules
• Classification of Transactions
• Takeover Panel
• The AIM Rules

Unit 5: Reporting

• Periodic Reports – what they contain.
• Annual Report
• Sustainability / ESG disclosure and non-financial information
  • Appendix I: Leading global sustainability/ESG frameworks
  • Appendix II: Sustainability/ESG materiality and data gathering.
  • Appendix III: Additional information on non-financial and sustainability regulatory disclosures

Unit 6: Accounting, Valuations, and Investment Principles

• Accounts
• Key Financial Ratios
• Financial Modelling and Consensus
• Investment Appraisal and Valuation
• Valuing a Company
• Relative Valuation Methodologies
• Absolute Valuation Methodologies
• Portfolio Theory

Unit 7: Effective IR in Practice

• Managing the IR Program and Annual Cycle
• Shareholder Profiling and Targeting
• IR Engagement – Principles in Practice
• Investor Communications