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Investor Day Advisory

Learn more about Investor Day Advisory
Get in Touch
Get in Touch
Ensure that your next Investor Day is a success with our comprehensive solution.

An Investor Day is the most prominent event on a company’s IR calendar. Our Investor Day Advisory Solution helps you plan, execute and measure your investor day to ensure—and clearly demonstrate—success. From event logistics, to the invitation list, to the communication and slide deck messaging strategy, to the executive presentations and Q&A, Our Investor Day Advisory Board will work hand-in-hand with your IR and executive teams to successfully navigate the extensive process.

Learn more about our investor day planning and investor relations advisory solutions
REQUEST INFORMATION

Investor Day Advisory Solution

The S&P Global Market Intelligence Investor Day Advisory Solution provides research, data, analytics, and expertise to cover all aspects of the core stages of a successful Investor Day: Planning, Execution, Measuring

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Pre-event Perception Study

Gather direct feedback from the market to formulate Investor Day key themes
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Invitation Targeting Analysis

Determine optimal mix of current and prospective investors for event invitations
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Advisory Board

Partner with experts for support across all aspects of Investor Day planning
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Presentation Advisory

Assist with planning and development of presentation and key messages
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Q&A Advisory

Identify and prepare for Q&A
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Full-Day Session

Simulate a full rehearsal for event presenters/speakers
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Post-Event Perception Study

Gather direct feedback from the market to measure event effectiveness

 

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Board Reporting

Present full event recap
LEARN MORE

Plan

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    Pre-Event Perception Study

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    Prior to the event, we collect direct feedback from investors and sell-side analysts to help you understand market sentiment regarding the investment story and formulate the communications strategy and key messages going into an Investor Day

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    Invitation Targeting Analysis

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    Using a unique algorithm that calculates an investor's capacity to buy and likelihood of purchasing additional shares, we perform targeting analysis to determine the optimal combination of current investors, prospects and sell-side analysts for event invitations.

Execute

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    Advisory Board

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    Our experts partner with you in the months leading up to the event to provide support for critical aspects of the investor day and ensuring a successful outcome.

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    Presentation Advisory

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    We assist with the planning and execution of your investor day presentation by identifying key messages, outlining topics to cover and recommending which executives should be responsible for delivering the message.

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    Q&A Advisory

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    We identify the most likely questions and prepare a Q&A document that aligns with key messages for the event.

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    Full-Day Session

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    We facilitate a full-day session to prepare the team for the event. During this session, your management team is led through a full rehearsal for the presentation and Q&A.

Measure

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    Post-Event Perception Study

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    We conduct a perception study following the event to gather direct feedback from investors and sell-side analysts, measure the effectiveness of the event and analyze market feedback.

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    Board Reporting

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    We present a full event recap and report to the board and your team. Our report measures event performance against objectives and KPIs and shares insights from the post-event perception study.

See More Services for IR Strategy & Advisory

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    Situational Analytics

    Gain insight into the ways your company’s business strategy could impact valuation and market performance.

    Learn More >

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    Investor Relations Roadmap

    Take your IR initiative to the next level with access to industry-leading advisors and best-in-class data and technology.

    Learn More >

Explore more of our integrated suite of IR solutions for corporate issuers

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Capital Surveillance

Analyze stock, bond and beneficial ownership and analyze investor motives.
Learn More

Investor CRM

Streamline IR activities with BD Corporate, our powerful, easy-to-use workflow solution.
Learn More

Investor Targeting

Identify, target and engage investors who are compatible with your investment story.
Learn More

Perception Analytics

Understand how your investors and analysts perceive your company and what they expect going forward.
Learn More

Corporate Governance

Benchmark and report on your ESG performance and target ESG-focused investors.
Learn More
Research and Analysis
Case Study Feb 21, 2023

Shareholder Intelligence Case Study: Delivering a successful ownership analysis

Whitepaper Jun 23, 2022

A New Report -- Retail Investors: A Changing Landscape

Blog Mar 12, 2022

Only 5% of Corporate Issuers Surveyed are Satisfied with their Investor Meeting Intelligence

Media Notes Jun 23, 2021

IHS Markit Announces July Launch of Investor Relations Capital Access Platform

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