12.1 - Build investor relationships
PCF ID: 11010 | Elements: 4 | Metrics Available: N | Benchmarkable: 0
Definition
Creating a strategic management responsibility for integrating finance, communication, marketing, and securities law compliance. Allow the most effective two-way communication among the organization, the financial community, and other constituencies. Enlist the investor relations function to provide market intelligence to corporate management.
Overview
This process group covers build investor relationships within the broader context of Manage External Relationships.
Process Hierarchy
Processes
| ID | Process | PCF ID | Sub-elements | Metrics |
|---|---|---|---|---|
| 12.1.1 | Plan, build, and manage lender relations | 11035 | 0 | N |
| 12.1.2 | Plan, build, and manage analyst relations | 11036 | 0 | N |
| 12.1.3 | Communicate with shareholders | 11037 | 0 | N |
12.1.1 - Plan, build, and manage lender relations
PCF ID: 11035
Definition: Building and managing relations with bankers or lenders through strong products/services strategies that bankers would want to invest in. Foster a receptive environment for low rates of interest, easy access to loans, etc.
12.1.2 - Plan, build, and manage analyst relations
PCF ID: 11036
Definition: Creating and maintaining long-term relations with analysts. Involve analysts in strategy and product decisions in order to elicit valuable information.
12.1.3 - Communicate with shareholders
PCF ID: 11037
Definition: Practicing regular, transparent communication with shareholders through annual shareholders' meetings, quarterly earnings calls, shareholders letters, one-on-one emails or calls, etc.
Change Summary (v7.2.1 vs v6.1.1)
Changes indicated by:
+XXXXX- New element added-XXXXX- Element removedcXXXXX- Element changedNEW- Newly introduced
Complete Element List with Definitions
All 4 elements
| ID | Name | Definition |
|---|---|---|
| 12.1 | Build investor relationships | Creating a strategic management responsibility for integrating finance, communication, marketing, an... |
| 12.1.1 | Plan, build, and manage lender relations | Building and managing relations with bankers or lenders through strong products/services strategies ... |
| 12.1.2 | Plan, build, and manage analyst relation... | Creating and maintaining long-term relations with analysts. Involve analysts in strategy and product... |
| 12.1.3 | Communicate with shareholders | Practicing regular, transparent communication with shareholders through annual shareholders' meeting... |
Back to: Category 12.0 - Manage External Relationships | APQC PCF Overview | Full Glossary