Digital Investor Relations Blog

How Financial Analysts Benefit From Visual Vocabulary

Posted by Tim Howard

Visual vocabulary is a key component of online brand identity and visual storytelling. Incorporating a visual vocabulary into your communication strategy has the potential to increase the appeal, comprehension and retention of the information you're presenting. The lives of financial analysts, who are sometimes under severe time pressures and constraints, can be made significantly easier through the adoption of a visual vocabulary by the companies they cover. 

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Why Your Investor Presentation Needs Color

Posted by Tim Howard

Our brains process visual information more efficiently than any other kind of data input. That goes for audio, flat text or spreadsheets. The way that information is presented can dramatically affect how much of it is stored in memory and the accuracy with which it can later be recalled. Even if you're not a graphic designer by trade, there is one simple element of design that you can master: color. 

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9 Tips For Investor-Focused Design

Posted by Tim Howard

Public companies create a huge amount of content every year that is intended for their investors. This includes press releases, conference decks, and a range of multimedia assets. There is a critical focus placed on the accuracy of every word used in these materials. But sadly, the same attention is not paid to the visual design. Save for the Annual Report format, investor-focused design has lagged far behind where it should be. Here are 9 ways your company can break that mold. 

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How To Use Compelling Graphics to Build Your Investor Base

Posted by Braden Maccke

 

Our series on using graphic design to illustrate data isn't over yet. We took a look at the reasons graphics are easier to understand than simple figures, and some of the most effective ways companies are illustrating data. Invariably, some of the very best investor presentations use graphics to get their strongest points across. We’ve looked extensively at activists and their media assaults designed to gain support among shareholder bases as they agitate for change.

Today we’re going to examine ways to use the same concepts that make investor presentations effective to build your investor base and become a consistent part of the ongoing conversation around the company’s industry. 

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How Cognitive Load Impacts Analyst Understanding

Posted by Braden Maccke

Computers are equipped with a hard drive that stores information for access at any time, and a random access memory or RAM that is used to store information that is used in active calculations. A human mind is similarly equipped with long term memories and cognitive memories. 

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DIY Financial Infographic Resources

Posted by Tim Howard

There are dozens of online graphic design resources available for creating financial infographics. Here are just a few of our personal favorites. Feel free to add yours in the comments section.

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Companies Who Use Infographics In Disclosures

Posted by Tim Howard

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We've been discussing data visualization and earnings information for the past month or so. Now that you understand the impact of graphic design on analysts and how to structure an earnings infographic, let's see some real-world examples of companies who are using infographics in disclosures of material information. 

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Graphing Data For Investors

Posted by Braden Maccke

There’s a fine line between illustrations that exist for their own sake and illustrations that usefully show key concepts. To keep from drawing cartoons, it’s important to start with the concept that is being illustrated, and build the graphic around it. IR Smartt is going to look at several common concepts that public companies try to get across to investors, and some common graphic outlines that illustrate them well. Graphing data for investors isn't always easy, but hopefully these tips give you a starting point. 

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The Story of the Value Gap

Posted by Braden Maccke

If you ask an activist fund manager about what their strategy is, there’s often talk of “value gaps” and strategy changes that might help close those gaps. They speak in measured, considered and convincing tones, explaining plainly that the business could be operated differently, and that their firm, money and expertise are here to make that happen. It's a daunting prospect for any IRO. Activist investors seem to have realized that there's huge potential to win support from your shareholders by highlighting value gaps. They exploit these gaps using clever graphic design and infographics and a range of online communication strategies.

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Planning Is No Match For Momentum of Activist Funds

Posted by Braden Maccke

Steven Solomon has written an excellent article for the New York Times [1] about the trend of Shareholder Activism that is sending jitters through pubco C-suites. He notes that as activist funds become more widespread, and activists successfully take the wheel of brand name public companies, it appears to be developing a sort of critical mass, allowing the activism movement to travel along apace. The momentum is quickening as boards realize that there is little to be done once a well-drilled team of activists has decided to mount an assault. 

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