THE RIGHT TECHNOLOGY IN INVESTOR RELATIONS: WHAT TO DO ONLINE?THOMSON REUTERS

Alex Ménage

Head of Business Development Corporate ServicesRapidly Developing Economies

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AGENDA

• Introduction

• Investor Relations Website

• Video & New Media

• Mobile Technology

• Social Media

• Bringing Technology Together

INTRODUCTION

• Investor Relations teams use technology to: – Share their investment story

– Enhance investor communication

– Improve their workflow

– Discover best practices

– Understand their Investors and Global Financial Markets

• Technology needs to be ‘joined up’

• Fast growing trends that we observe: – Use of video in IR and Corporate Communications

– Mobile technology

– Social media

IR WEB PRESENCE IS KEY FOUNDATION

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• First port of call for investors - reduces call traffic and demands on team

• A poorly structured website with little information will put investors off

• Regular, dynamic updates allow you to keep your IR audience up to date

• Allows you to track visitors

RAPIDLY GROWING USE OF VIDEO

• Builds trust and credibility

• Improves reach

• Engages Investors

• Important source of innovations

• Sets your IR program apart from peers

RAPID GROWTH IN MOBILE IR

• 34% of European Corporates believe their target audience accesses their website via an iPad or another tablet

• 22% intend to add support for smartphones or create a iPad/tablet app during 2011

• 18% would like to add iPad/tablet support to their online annual report

• Shift from only voice + email to internet + apps broadens scope of possibilities

MOBILE PRODUCTIVITY FOR IR

• IRO’s frequently on the road

• Staying on top of newsflow is challenge

• Need to keep up to date with stock, peers, analyst research

IR ATTITUDES TO SOCIAL MEDIA

• Many Investor Relations Officers (IROs) don’t use social media as part of their IR program

• Many IROs believe it will grow in importance

Sectors where Social Media becoming more important

Semiconductors

Medical Technology & Services

Telecommunications

Retail

Luxury Goods

INVESTOR RELATIONS CONCERNS• Compliance issues

– Ensure information is in official release

– Consider social media as an extension of your communication resources

• Am I reaching investors and analysts? – Reaching retail investors and private client advisors

– Getting message out to investment community quickly and fairly

– Institutional investors and analysts use social media more than many think

TOOLS FOR IR: SOCIAL MEDIA

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WHAT SHOULD IROS BE DOING?• Policy & procedure

– Implement company policy regarding disclosure of work related information

– Make employees aware of policy

– Ensure employees are aware of relevance of their comments, use privacy controls

• Monitor social media– Tools available to scan social media

– Review popular customer, supplier blogs

– Watch for the ‘jump’ from online only to market

BRINGING TECHNOLOGY TOGETHER

• Technology needs to be integrated

• Webcasting

• Website traffic

• Social media

• Share ownership

• Investor targeting

• Mobile tools

• Roadshow activity

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DESKTOP TOOLS: MEASURING THE IMPACT OF YOUR MESSAGE

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News ImpactTrack how news mentions of your company are impacting your stock price.

Industry InfluencersIdentify the top online influencers in your industry

Social MediaMonitor the sentiment about your company across traditional and social media.

Analyst AssessmentKnow what sell-side analysts are saying about your company in their research, news and blogs, and how they are expected to revise their estimates.

Smart TargetsIdentify your top investor opportunities & risks

Website/Webcast TrafficMonitor traffic to your IR Website and latest webcast

DESKTOP TOOLS: MEASURE THE IMPACT OF YOUR INVESTOR MANAGEMENT PROGRAM

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Webcast TrafficMonitor traffic to your latest webcast

News ReachHow are investors reaching your website

Website TrafficUnderstand the volume and location of visitors to your IR website

CONCLUSION

• Rapid pace of change in Investor Relations and technology

• Mobile, video, social media usage are growing fast

• Increasing demands on IR officers and management teams

• Technology can be an enabler, allowing IR teams to:

• Communicate investment story more effectively

• Track investors and analysts

• Monitor feedback

• Understand global financial markets

Questions?