Running An Effective Investor Relations Department: A Comprehensive Guide 9780470630303 在线下载 pdf mobi 2025 epub 电子版

　　The ultimate guide to investor relations

Your one-stop resource for everything pertaining to your

company's dealings with the investment community, Running an

Effective Investor Relations Department provides investor relations

professionals with essential day-to-day information. From creating

and properly communicating a company's investment story, to dealing

with both the sell side and buy side of the investment community,

to providing guidance, and the form and frequency of that guidance,

this authoritative resource covers it all.

Addresses every possible area of the investor relations

profession

Includes chapters covering disclosure, forward-looking

statements, guidance, event management, and twenty other

topics

Other titles by Bragg: The Vest Pocket Controller, Accounting Best

Practices, Sixth Edition, and Just-in-Time Accounting, Third

Edition Practical and thorough, this book

Preface.

About the Author.

Chapter 1 Managing Investor Relations.

　Why Have an Investor Relations Department?

　Investor Relations Objectives and Goals.

　Investor Relations Tools.

　Investor Relations Budget.

　Float Management.

　Managing Bad News.

　Responding to Rumors.

　Summary.

Chapter 2 Investor Relations Officer Position.

　Key Aspects of the IRO Position.

　IRO Job Description.

　Investor Relations Team.

　IRO as Management Representative.

　Summary.

Chapter 3 Creating the Company Story.

　Creating the Story.

　Packaging the Story.

　Strategic Credibility.

　Clarifying and Mitigating Risk.

　Company Reputation.

　Matching the Company to the Story.

　Duration of the Story.

　Coordination with Public Relations.

　Summary.

Chapter 4 Event Management.

　Conference Call.

　Road Show.

　Non-Deal Road Show.

　Annual Meeting.

　Plant Tour.

　Annual Analyst Meeting.

　Analyst and Industry Conferences.

　Podcast Dissemination.

　Video Dissemination.

　Blog Dissemination.

　Event Disclosure Issues.

　Practicing for Events.

　Summary.

Chapter 5 Public Communications.

　Constructing a Press Release.

　Dealing with the Media.

　Dealing with Electronic Message Boards.

　Investor Relations Advertising.

　Summary.

Chapter 6 Publications.

　Fact Sheet.

　Annual Report.

　Product Pipeline Report.

　Company-Paid Research Reports.

　Independent Research Reports.

　Welcome Kit.

　Videos.

　Other Publications.

　Information Tracking Systems for Publications.

　Legal Liability.

　Summary.

Chapter 7 Investor Relations Web Site.

　Basic Investor Relations Web Site.

　Intermediate Investor Relations Web Site.

　Advanced Investor Relations Web Site.

　Web Site Layout.

　Hyperlink Liability.

　Sample Web Sites.

　Summary.

Chapter 8 Management Discussion and Analysis Section.

　MD&A Reporting Requirements.

　SEC Guidance.

　Examples of Enhanced MD&A Disclosure.

　A Case for Full Disclosure.

　Summary.

Chapter 9 Disclosure.

　Form 8-K.

　Disclosure of Non-GAAP Information.

　Regulation FD.

　Disclosure Policy.

　Disclosure Procedure.

　Ensuring Compliance with Disclosure Rules.

　Disclosure During an Initial Public Offering.

　Summary.

Chapter 10 Forward-Looking Statements.

　Basis for Class Action Lawsuits.

　Private Securities Litigation Reform Act.

　Forward-Looking Statements.

　Legal Liability for Past Statements.

　Summary.

Chapter 11 Providing Guidance.

　Whether to Provide Guidance.

　Form of Guidance Issued.

　Frequency and Timing of Guidance.

　Aggressiveness of Guidance.

　Guidance Policy.

　Summary.

Chapter 12 Dealing with the Sell Side.

　Analyst's Perspective.

　Finding the Right Analyst.

　Dealing with Analysts.

　Negative Analyst Report.

　Dealing with Brokers.

　Pump and Dump.

　Dealing with Investment Bankers.

　Dealing with Sell-Side Specialists.

　Summary.

Chapter 13 Dealing with the Buy Side.

　Types of Investors.

　Dealing with Institutional Investors.

　Travel Requirements for Meetings with Institutional

Investors.

　Dealing with Individual Investors.

　Dealing with Investment Clubs.

　Dealing with Foreign Investors.

　Investor Presentation.

　Managing a Private Investment in Public Equity.

　Accredited Investor.

　Dividend Reinvestment.

　Direct Stock Purchase Plans.

　Summary.

Chapter 14 Dealing with Credit Rating Agencies.

　Credit Rating Agency Relationship.

　Summary.

Chapter 15 Dealing with Short Sellers and Activist Investors.

　How Short Sellers Operate.

　How to Handle Short Sellers.

　Monitoring Short Sellers.

　Dealing with Activist Investors.

　Summary.

Chapter 16 Dealing with the Board of Directors.

　IRO and the Board of Directors.

　Investor Relations Board Packet.

　Summary.

Chapter 17 Major Stock Exchanges.

　Listing Process.

　American Stock Exchange.

　Overview of the NASDAQ.

　NASDAQ Capital Market.

　NASDAQ Global Market.

　New York Stock Exchange.

　Comparing the Stock Exchanges.

　Summary.

Chapter 18 Monitoring the Market.

　Monitoring through Internet Services.

　Monitoring through Individuals.

　Surveying Investors.

　Locating Investors.

　Monitoring through a Stock Surveillance Service.

　Monitoring through a Stock Transfer Agent.

　Bloomberg Terminals.

　Electronic Message Boards.

　Activity Caused by Trading Strategies.

　Summary.

Chapter 19 Blue Sky Laws.

　Blue Sky Law Requirements and Implications.

　Blue Sky Advice for the IRO.

Chapter 20 Proxy Solicitations.

　Proxy Solicitation Concepts.

　Online Proxy Voting.

　Proxy Distribution Process.

　NYSE Rule 452.

　Summary.

Chapter 21 Dividends and Stock Buy-Backs.

　Transition to a Dividend.

　Dividend Policy.

　Stock Buy-Back Alternative.

　SEC Conditions on Stock Buy-Backs.

　Disclosure of a Stock Buy-Back Program.

　Odd-Lot Shareholdings.

　Summary.

Chapter 22 Outsourcing Investor Relations.

　Skill Set of an Investor Relations Consultant.

　Managing the Consultant Relationship.

　National Investor Relations Institute.

　Summary.

Chapter 23 Investor Relations Metrics.

　Internal and Financial Metrics.

　Peer Metrics.

　Company-Specific Metrics.

　Metrics Consistency.

　Explaining Results.

　Summary.

　Index.

　　STEVEN M. BRAGG, CPA, has been the chief

financial officer or controller of four companies, as well as a

consulting manager at Ernst & Young and an auditor at Deloitte

& Touche. He received a master's degree in finance from Bentley

College, an MBA from Babson College, and a bachelor's degree in

economics from the University of Maine. He is also the author of

Accounting Best Practices, Sixth Edition and Cost

Reduction Analysis: Tools and Strategies, both published by

Wiley.

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书籍介绍

The ultimate guide to investor relations Your one-stop resource for everything pertaining to your company's dealings with the investment community, Running an Effective Investor Relations Department provides investor relations professionals with essential day-to-day information. From creating and properly communicating a company's investment story, to dealing with both the sell side and buy side of the investment community, to providing guidance, and the form and frequency of that guidance, this authoritative resource covers it all. Addresses every possible area of the investor relations profession Includes chapters covering disclosure, forward-looking statements, guidance, event management, and twenty other topics Other titles by Bragg: The Vest Pocket Controller, Accounting Best Practices, Sixth Edition, and Just-in-Time Accounting, Third Edition Practical and thorough, this book offers the world-class guidance you need to effectively manage your investor relations department.

• 作者：555 发布时间：2018-10-06 23:05:18

  坦白讲，凌叔华的小说技法极好，比冰心好，不知道和丁玲比怎么样。

• 作者：鳗鱼 发布时间：2011-11-27 15:42:56

  这么好的一本书啊竟然没有人评论过。。。极其全面的分析了作为IRO的职责以及对面临的各种问题的解决方案。非常好的一本书。那个词怎么说来着？醍醐灌顶啊。

• 作者：飞的鼠 发布时间：2019-01-07 18:20:20

  很不错的一本书，偏向实务操作。可惜的地方是作者主要以美国市场为基础，没有怎么多谈英国资本市场，不过这可以理解的。

• 作者：月月大鸟 发布时间：2022-08-11 08:13:34

  一带一路必须五通:政策沟通、设施联通、贸易畅通、资金融通、民心相通。中欧班列货源组织:运营公司自主组织，其他货代组织。中欧班列三种组织形式:政府主导型，政府支持型，民营合资型。

• 作者：凭栏望海 发布时间：2024-02-15 13:15:34

  想想自己小时候也总是编故事，这书挺符合孩子心理的，对孩子们多些理解，呵呵，孩子这样的奶奶多来几大儿……

• 作者：冰原上的狼 发布时间：2022-06-28 13:16:15

  马老总这次不在豆瓣上买点水军？

• Her early leaf's a flower

  作者：鳗鱼 发布时间：2011-11-27 16:12:09

  奇怪豆瓣怎么都还没有这本书的评论，那我来写一个。

  三个月前看完了第一遍，一直没写评论是因为觉得有好些部分还需要进一步的咀嚼。最近这周百忙之中重点复看了几章，结合实际的工作，觉得真是很有用处。

  这本书成书就在一年前（2010年8月），书中的内容还是非常新的，描述到的具体事例以及背景常识也就不会令人感到陌生遥远。对于我这样的新手来说是一本极好的工具书，且由于IR本身存在与PR重叠的部分，读起来也不会令人感觉枯燥。

  作者用认真严谨的讲解了从IR部门负责人的角度出发，如何在投资者和公司之间建立健全有效的沟通机制，双向的将彼此了解的关键信息反映给对方，最终实现公司股价长期实现优势增长。这个目标说起来只有一两句话，实施起来却是对内对外一个漫长的协调沟通的过程。

  不过这本书有一个阅读前提，即读者是了解IR这个功能是从CFO的工作职能下分裂出来的——在许多的公司，IR这个功能在企业早期一直是有CFO负责，如：向投资者编绘公司的故事等，在时机成熟后将具体执行事务交由IR Manager处理。据我自己的了解，目前国内在美上市的企业编制的IR，年纪都很轻，大致也是这样的原因。不过每家公司的具体情况不同，应一事一议。

  我在这里摘取所有章节的名称如下，供大家参考，在决定是否买一本来学习的时候，先从大标题了解下IR：

  1. Managing Investor Relations;

  2. Investor Relations Officer Position;

  3. Creating the company story;

  4. Event Management;

  5. Public Communications;

  6. Publications;

  7. Investor Relations Website;

  8. Management Dicussion and Analysis section;

  9. Disclosure;

  10. Foreward-looking Statement;

  11. Providing Guidance;

  12/13. Dealing with the sell/buy side;

  14. Dealing with Credit rating agencies;

  15. Dealing with short sellers and activist investors;

  16. Dealing with the board of directors;

  17. Major stock exchanges;

  18. Monitoring the market;

  19. Blue sky laws;

  20. Proxy Solicitations;

  21. Dividends and stock buy-backs;

  22. Outsourcing Investor Relations;

  23. Investor Relations Metrics;

  直到这两个月，开始亲手处理IR事宜，从最简单的建立IR网站、与IR Agency的合作开始，结合着之前全程参与F-1的drafting积累的经验，这本书的内容就像映画一样，如此妥帖的配合着我的日常工作。

  当然，对于从业者来说，这本书只是一个起点，更多的知识还需要在日常的工作中不断的细心积累，才能不掉队啊~

• 勘误

  作者：明誠弘毅whuer 发布时间：2015-03-29 16:11:52