June 10th, 2018
The surge of ESG-related (environmental, social and governance) integration into the portfolio management process is demanding more attention from companies...
We empower companies to make the most of every communications
opportunity that impacts equity valuation.
An effective investor relations program is critical to optimizing a company’s stock valuation over the long term. To achieve this goal, companies need to go beyond tactical compliance in today’s investment environment.
A robust investor relations program is critical for optimizing a company’s stock valuation over time. It is especially true for small-cap companies, which are getting less attention from the sell-side.
A clear and concise positioning strategy helps attract analysts and portfolio managers by highlighting the investment merits of a company’s stock and addressing potential obstacles to the investment.
Insight into investors’ thoughts about a company and its stock are critical to building an effective financial communications program. Understanding investors’ views helps to identify any gaps in perception.
Accurate Shareholder Analysis Drives Investor Relations Strategy The rise of passive investors in the market has profoundly changed many companies’ shareholder base makeup. To optimize investor messaging and engagement, companies must understand how to best communicate and identify with active…
An investor day is an excellent forum in which to deliver an in-depth view of a company’s business strategy and path for increasing shareholder value. Properly executed, an investor day generates ROI.
Clermont Partners approaches transaction communications from the position of evaluating value, success and continuity over the long term, with an informed, research-based focus.
Hardly any public company today is immune from shareholder activism. Now a bona fide asset class, investors are pouring money into funds dedicated to pursuing an activist agenda.
A company is unprepared to manage communications about an emergency or controversy that prompts significant news coverage and public scrutiny. Such events have the potential to damage a company’s reputation.
Clear, Research-Driven Positioning Deployed in Communications Materials The cornerstone of a compelling narrative is a clear positioning and messaging strategy that crystalizes a company’s investment thesis. Executed successfully, the narrative attracts investors willing to bid up the stock price as…
Unique Fundamental Analysis Identifies Best-Fit Targets Clermont Partners uses a unique approach to investor targeting and engagement that delivers a stronger ROI than quantitative online targeting services or relationship-based (aka ‘fee-based’) corporate access meetings arranged by the sell side. We…
May 31st, 2018
ESG PANEL EVENT HIGHLIGHTS Leveraging environmental, social and governance (ESG) ”screens” as part of the investment process is...
CFO Magazine – How to Quench Investors’ Thirst for ESG Information CFO Magazine published an article highlighting the findings from Clermont Partners’ ESG Survey along with advice on proactively communicating ESG metrics.
June 13th, 2018
IR Update Feature Article: What Do Investors Really Think About GAAP By Victoria Sivrais IR Update published a feature article written by Victoria Sivrais, Founder at Clermont Partners, covering the emerging importance of Non-GAAP reporting.
May 7th, 2018
MAY 18, 2018 – CHICAGO ESG CONSIDERATIONS, FINANCIAL PERFORMANCE, INVESTMENT RETURNS In order to reduce portfolio risk and enhance long-term investment returns, institutional investors are increasingly integrating environmental, social, and governance (ESG) factors into their investment decision-making. How are investors…
April 23rd, 2018
Truth in Financial Reporting: Is Your CEO Lying? The Directors & Boards article discusses artificial intelligence and the results from Clermont Partners’ recent survey, More Active Investors Rely on Non-GAAP vs. GAAP Reporting in Analyzing Stocks.
February 23rd, 2018
Investors Speak: Down With GAAP! CFO Magazine reports on Clermont Partners’ recent study and webinar, “The Rise of Non-GAAP,” and discusses the significance of non-GAAP metrics to investors.
December 18th, 2017
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