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UTILISING TECHNOLOGY IN IR Linda Jackson, Thomson Reuters

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UTILISING TECHNOLOGY IN IR Linda Jackson, Thomson Reuters

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    1. UTILISING TECHNOLOGY IN IR Linda Jackson, Thomson Reuters

    2. 2 AGENDA Introduction Webcasts – audio and video Webcast feedback Websites Website feedback Additional webcast tools Pod/Vod casts Blogs Social networking sites Flash demos Next generation platforms Questions

    3. 3

    4. 4

    5. 5 VIDEO WEBCAST FEATURES

    6. 6

    7. 7 DUAL LINK UP EXAMPLE

    8. 8 INVESTOR FEEDBACK

    9. 9 WEB STATISTICS Stream Reporter Summary Presentations Portals Countries (heat map) Providers Viewers by time During live By hour By day By month Technical Browser Player version Platforms Available bandwidth Resolutions

    10. 10 BENEFITS OF AN IR WEBCAST Reaches a wide audience – including investors who can’t travel to presentations Identifies interest in your stock – investors you may know and may not know Time and cost effective Meets regulations on fair disclosure Ensures company appears ‘cutting edge’ Saves management time; investors who have seen the webcast don’t need recap of entire presentation and can cut to main points Peace of mind: IR results is a very demanding time, IROs have peace of mind that we will take care of everything for them. Timeliness: IRO needs to be focused on communications with investors, not if their website is working or carrying out updates. Cost effective: The website can be supported 24/7 by an experienced global team Global knowledge: Why reinvent the wheel by having in-house developers create tools just for your site when you can leverage our platform and the tools that we develop for over 2,700 clients around the worlds We can advise on best practise, through our experience with Global IR teams We can help distribute the message Meet disclosure requirements. In some markets, companies are required to have IR websites and post certain information on this site. Dynamic and Interactive components TR have an integrated workflow ‘one stop shop’ and have build on the experience of supporting 2700 sitesPeace of mind: IR results is a very demanding time, IROs have peace of mind that we will take care of everything for them. Timeliness: IRO needs to be focused on communications with investors, not if their website is working or carrying out updates. Cost effective: The website can be supported 24/7 by an experienced global team Global knowledge: Why reinvent the wheel by having in-house developers create tools just for your site when you can leverage our platform and the tools that we develop for over 2,700 clients around the worlds We can advise on best practise, through our experience with Global IR teams We can help distribute the message Meet disclosure requirements. In some markets, companies are required to have IR websites and post certain information on this site. Dynamic and Interactive components TR have an integrated workflow ‘one stop shop’ and have build on the experience of supporting 2700 sites

    11. 11 WEBSITE TOOLS This package is designed for the company who does not want to outsource their entire website but needs to partner with someone for interactive and dynamic components of their site. This includes tools and feeds like Share Quote & Chart Investment Calculator Historic Price Look-up Regulatory Announcements Press Releases E-mail Alerts First Call Estimates Fundamentals Xml feeds – for press and quotesThis package is designed for the company who does not want to outsource their entire website but needs to partner with someone for interactive and dynamic components of their site. This includes tools and feeds like Share Quote & Chart Investment Calculator Historic Price Look-up Regulatory Announcements Press Releases E-mail Alerts First Call Estimates Fundamentals Xml feeds – for press and quotes

    12. Tools and Feeds Example Rusal (Russia) 12

    13. 13 Standard Website This is a comprehensive, best practice website that most (75%) of our clients globally buy. This includes all that is in the tools and feeds package, plus more static information (i.e. home page, board and management bios, investor FAQ’s & contacts) Head is a great example of a standard website that uses most of our features. You can navigate through the quickjump dropdown on the right of the page. You can mention that you can tell our sites because they normally have a phx in the url. This is a comprehensive, best practice website that most (75%) of our clients globally buy. This includes all that is in the tools and feeds package, plus more static information (i.e. home page, board and management bios, investor FAQ’s & contacts) Head is a great example of a standard website that uses most of our features. You can navigate through the quickjump dropdown on the right of the page. You can mention that you can tell our sites because they normally have a phx in the url.

    14. 14 IR Online Although most clients fit in our standard package we do have a flexible enough platform to offer bespoke solutions. The CCS specialist would work with the client to understand their communication objective and come up with a bespoke estimate based on the number of pages that we will be developing and hosting. Customisation on case by case. Host corporate section of entire website Although most clients fit in our standard package we do have a flexible enough platform to offer bespoke solutions. The CCS specialist would work with the client to understand their communication objective and come up with a bespoke estimate based on the number of pages that we will be developing and hosting. Customisation on case by case. Host corporate section of entire website

    15. Standard IRWebsite Example Ghabbour Auto (Egypt) 15

    16. Standard IRWebsite Example Emirates Integrated Telecommunications Company (U.A.E.) 16

    17. Standard IRWebsite Example Dubai Islamic Bank (U.A.E.) 17

    18. 18 FEEDBACK Peace of mind: IR results is a very demanding time, IROs have peace of mind that we will take care of everything for them. Timeliness: IRO needs to be focused on communications with investors, not if their website is working or carrying out updates. Cost effective: The website can be supported 24/7 by an experienced global team Global knowledge: Why reinvent the wheel by having in-house developers create tools just for your site when you can leverage our platform and the tools that we develop for over 2,700 clients around the worlds We can advise on best practise, through our experience with Global IR teams We can help distribute the message Meet disclosure requirements. In some markets, companies are required to have IR websites and post certain information on this site. Dynamic and Interactive components TR have an integrated workflow ‘one stop shop’ and have build on the experience of supporting 2700 sitesPeace of mind: IR results is a very demanding time, IROs have peace of mind that we will take care of everything for them. Timeliness: IRO needs to be focused on communications with investors, not if their website is working or carrying out updates. Cost effective: The website can be supported 24/7 by an experienced global team Global knowledge: Why reinvent the wheel by having in-house developers create tools just for your site when you can leverage our platform and the tools that we develop for over 2,700 clients around the worlds We can advise on best practise, through our experience with Global IR teams We can help distribute the message Meet disclosure requirements. In some markets, companies are required to have IR websites and post certain information on this site. Dynamic and Interactive components TR have an integrated workflow ‘one stop shop’ and have build on the experience of supporting 2700 sites

    19. 19 BENEFITS OF IR WEBSITE 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 constant benchmarking against other sites Allows you to track visitors Cost effective Cutting edge Peace of mind: IR results is a very demanding time, IROs have peace of mind that we will take care of everything for them. Timeliness: IRO needs to be focused on communications with investors, not if their website is working or carrying out updates. Cost effective: The website can be supported 24/7 by an experienced global team Global knowledge: Why reinvent the wheel by having in-house developers create tools just for your site when you can leverage our platform and the tools that we develop for over 2,700 clients around the worlds We can advise on best practise, through our experience with Global IR teams We can help distribute the message Meet disclosure requirements. In some markets, companies are required to have IR websites and post certain information on this site. Dynamic and Interactive components TR have an integrated workflow ‘one stop shop’ and have build on the experience of supporting 2700 sitesPeace of mind: IR results is a very demanding time, IROs have peace of mind that we will take care of everything for them. Timeliness: IRO needs to be focused on communications with investors, not if their website is working or carrying out updates. Cost effective: The website can be supported 24/7 by an experienced global team Global knowledge: Why reinvent the wheel by having in-house developers create tools just for your site when you can leverage our platform and the tools that we develop for over 2,700 clients around the worlds We can advise on best practise, through our experience with Global IR teams We can help distribute the message Meet disclosure requirements. In some markets, companies are required to have IR websites and post certain information on this site. Dynamic and Interactive components TR have an integrated workflow ‘one stop shop’ and have build on the experience of supporting 2700 sites

    20. 20 ADDITIONAL WEBCAST FEATURES

    21. 21 PODCAST/VODCAST ITV was first client to use Enahnced Podcast (audio and slides) with TR in 2006. To ensure viewers had access to their content regardless of location. They have also adopted Vod cast the presentations are chunked into downloadable sections. This allows analysts and investors to side load onto mobile devices then watch and listen as they need. ITV was first client to use Enahnced Podcast (audio and slides) with TR in 2006. To ensure viewers had access to their content regardless of location. They have also adopted Vod cast the presentations are chunked into downloadable sections. This allows analysts and investors to side load onto mobile devices then watch and listen as they need.

    22. 22 RSS FEED RSS feeds allow users who want to subscribe to timely updates from favored websites or to aggregate feeds from many sites into one place, by using an rss reader. Its an easy way to be informed of a results announcement and get access to the presentation. RSS feeds allow users who want to subscribe to timely updates from favored websites or to aggregate feeds from many sites into one place, by using an rss reader. Its an easy way to be informed of a results announcement and get access to the presentation.

    23. 23 BENEFITS OF ADDITIONAL TOOLS Tools tailored to individual company needs: not all tools benefit all companies Additional tools that help widen reach of message Using additional channels gives investor more choice to access your information Reaches investors ‘on the go’ Reaches younger investors who are more in tune with modern networking tools Helps improve feedback Online survey tools give ‘quick – finger on pulse’ analysis of what market thinks Peace of mind: IR results is a very demanding time, IROs have peace of mind that we will take care of everything for them. Timeliness: IRO needs to be focused on communications with investors, not if their website is working or carrying out updates. Cost effective: The website can be supported 24/7 by an experienced global team Global knowledge: Why reinvent the wheel by having in-house developers create tools just for your site when you can leverage our platform and the tools that we develop for over 2,700 clients around the worlds We can advise on best practise, through our experience with Global IR teams We can help distribute the message Meet disclosure requirements. In some markets, companies are required to have IR websites and post certain information on this site. Dynamic and Interactive components TR have an integrated workflow ‘one stop shop’ and have build on the experience of supporting 2700 sitesPeace of mind: IR results is a very demanding time, IROs have peace of mind that we will take care of everything for them. Timeliness: IRO needs to be focused on communications with investors, not if their website is working or carrying out updates. Cost effective: The website can be supported 24/7 by an experienced global team Global knowledge: Why reinvent the wheel by having in-house developers create tools just for your site when you can leverage our platform and the tools that we develop for over 2,700 clients around the worlds We can advise on best practise, through our experience with Global IR teams We can help distribute the message Meet disclosure requirements. In some markets, companies are required to have IR websites and post certain information on this site. Dynamic and Interactive components TR have an integrated workflow ‘one stop shop’ and have build on the experience of supporting 2700 sites

    24. SOCIAL MEDIA TOOLS A new set of communication tools is currently available to IROs: Blogging Twitter Face book Multi-media platforms - flash demos Social Media analytical tools Social Media is in its infancy and companies are still trying to work out how it can work for them. Examples include: Twittering results – link to website or presentation Running Facebook page Leveraging software to pick up customer concerns/feedback Buy-side tracking companies on Facebook to understand ‘unofficial company channels’ Ultimately, Social Media will Change the way IR, PR works Challenge traditional distribution channels (news media) Peace of mind: IR results is a very demanding time, IROs have peace of mind that we will take care of everything for them. Timeliness: IRO needs to be focused on communications with investors, not if their website is working or carrying out updates. Cost effective: The website can be supported 24/7 by an experienced global team Global knowledge: Why reinvent the wheel by having in-house developers create tools just for your site when you can leverage our platform and the tools that we develop for over 2,700 clients around the worlds We can advise on best practise, through our experience with Global IR teams We can help distribute the message Meet disclosure requirements. In some markets, companies are required to have IR websites and post certain information on this site. Dynamic and Interactive components TR have an integrated workflow ‘one stop shop’ and have build on the experience of supporting 2700 sitesPeace of mind: IR results is a very demanding time, IROs have peace of mind that we will take care of everything for them. Timeliness: IRO needs to be focused on communications with investors, not if their website is working or carrying out updates. Cost effective: The website can be supported 24/7 by an experienced global team Global knowledge: Why reinvent the wheel by having in-house developers create tools just for your site when you can leverage our platform and the tools that we develop for over 2,700 clients around the worlds We can advise on best practise, through our experience with Global IR teams We can help distribute the message Meet disclosure requirements. In some markets, companies are required to have IR websites and post certain information on this site. Dynamic and Interactive components TR have an integrated workflow ‘one stop shop’ and have build on the experience of supporting 2700 sites

    25. 25 IRO BLOG IR team at Dell have launched an IR Blog. forum for the Dell investing community and for Dell IR to address topics on Dell's business performance and strategy an opportunity for them to go beyond posting information on the investor relations section at dell.com to be accessible and available to all share perspectives build and maintain relationships with their investors, potential investors and anyone and everyone who is interested in joining the conversations with Dell. First blog title 21st Century IR IR team at Dell have launched an IR Blog. forum for the Dell investing community and for Dell IR to address topics on Dell's business performance and strategy an opportunity for them to go beyond posting information on the investor relations section at dell.com to be accessible and available to all share perspectives build and maintain relationships with their investors, potential investors and anyone and everyone who is interested in joining the conversations with Dell. First blog title 21st Century IR

    26. Q&A

    27. Today even in PR they don’t get this level of reporting based on where a release actually went! It’s mostly smoke and mirrors. Basic Message Analytics is an Event Reporting tool available to all webcasting, webhosting clients (regardless of whether they are also a disclosure client) at no charge. If they are a disclosure client, they will get more robust website reporting linked with their webcast and news distribution into one Event. Basic Message Analytics becomes more powerful than the Event Insight report because it adds website and distribution reporting, is not limited only to earnings events and is linked with the Thomson ONE desktop for ownership data and real-time Smart Target, iSignal, StreetEvents updates. Future enhancements include more robust peer analysis and benchmarking. In addition, disclosure clients will also receive a free Earnings Monitor from Crimson Hexagon to monitor the web buzz after their event. This is a teaser for the Premium Message Analytics product as new monitors can be created/customized.Today even in PR they don’t get this level of reporting based on where a release actually went! It’s mostly smoke and mirrors. Basic Message Analytics is an Event Reporting tool available to all webcasting, webhosting clients (regardless of whether they are also a disclosure client) at no charge. If they are a disclosure client, they will get more robust website reporting linked with their webcast and news distribution into one Event. Basic Message Analytics becomes more powerful than the Event Insight report because it adds website and distribution reporting, is not limited only to earnings events and is linked with the Thomson ONE desktop for ownership data and real-time Smart Target, iSignal, StreetEvents updates. Future enhancements include more robust peer analysis and benchmarking. In addition, disclosure clients will also receive a free Earnings Monitor from Crimson Hexagon to monitor the web buzz after their event. This is a teaser for the Premium Message Analytics product as new monitors can be created/customized.

    28. ***Note: I will want to add a new screenshot in, but the one I have now is not quite ready… Premium Message Analytics will be offered to clients who want a more in-depth view into how their message is being received. We analyze company and peer mentions from the sell-side analysts, the news/media, the buy-side and the web buzz. This represents a real-time view which allows for constant monitoring, rather than Basic Message Analytics which is only offers reporting around a particular event. This product expands well beyond the simple website/webcast reporting in the Basic Message Analytics product to provide in-depth analysis of what is being said, the sentiment of that topic, how far the reach of that sentiment is and if it may affect the stock price. Main bullet points to add to the new screenshot: Analyst Feedback: What the key analysts are saying about my company and my peers – on First Call and in news and the blogosphere. In addition, the Starmine ARM model provides a highly predictive signal of future changes in analyst sentiment for my stock, which in turn helps predict future price movement. News Sentiment: Reuters News scored for sentiment (positive/negative). When plotted against stock movement provides great insight into the effect of news on your stock price. Buy-side Targets: View top opportunities and top risks from our SmartTargets model. This combined with a company and sector level indication of interest score (iSignal) provides a powerful action list for buy-side targets. Web Buzz: View top industry influencers on the Web (scored by reach and relevenace) and their most recent blog post. Also customize Buzz Monitors by keywords specific to your company to track web mentions and sentiment.***Note: I will want to add a new screenshot in, but the one I have now is not quite ready… Premium Message Analytics will be offered to clients who want a more in-depth view into how their message is being received. We analyze company and peer mentions from the sell-side analysts, the news/media, the buy-side and the web buzz. This represents a real-time view which allows for constant monitoring, rather than Basic Message Analytics which is only offers reporting around a particular event. This product expands well beyond the simple website/webcast reporting in the Basic Message Analytics product to provide in-depth analysis of what is being said, the sentiment of that topic, how far the reach of that sentiment is and if it may affect the stock price. Main bullet points to add to the new screenshot: Analyst Feedback: What the key analysts are saying about my company and my peers – on First Call and in news and the blogosphere. In addition, the Starmine ARM model provides a highly predictive signal of future changes in analyst sentiment for my stock, which in turn helps predict future price movement. News Sentiment: Reuters News scored for sentiment (positive/negative). When plotted against stock movement provides great insight into the effect of news on your stock price. Buy-side Targets: View top opportunities and top risks from our SmartTargets model. This combined with a company and sector level indication of interest score (iSignal) provides a powerful action list for buy-side targets. Web Buzz: View top industry influencers on the Web (scored by reach and relevenace) and their most recent blog post. Also customize Buzz Monitors by keywords specific to your company to track web mentions and sentiment.

    29. 29 NEWER SOLUTIONS – FLASH DEMOS

    30. 30 GENERAL TIPS Start simply – get to know how the technology works for you Audio cast to video cast Basic website page to customised page Make yourself aware of how social media can work in your industry Get management buy-in Bring in external expertise if required to explain technology Explain concepts simply – demonstrate benefits Each company is different – has different needs Benchmark – but find a suite of tools that suit your particular company and industry Peace of mind: IR results is a very demanding time, IROs have peace of mind that we will take care of everything for them. Timeliness: IRO needs to be focused on communications with investors, not if their website is working or carrying out updates. Cost effective: The website can be supported 24/7 by an experienced global team Global knowledge: Why reinvent the wheel by having in-house developers create tools just for your site when you can leverage our platform and the tools that we develop for over 2,700 clients around the worlds We can advise on best practise, through our experience with Global IR teams We can help distribute the message Meet disclosure requirements. In some markets, companies are required to have IR websites and post certain information on this site. Dynamic and Interactive components TR have an integrated workflow ‘one stop shop’ and have build on the experience of supporting 2700 sitesPeace of mind: IR results is a very demanding time, IROs have peace of mind that we will take care of everything for them. Timeliness: IRO needs to be focused on communications with investors, not if their website is working or carrying out updates. Cost effective: The website can be supported 24/7 by an experienced global team Global knowledge: Why reinvent the wheel by having in-house developers create tools just for your site when you can leverage our platform and the tools that we develop for over 2,700 clients around the worlds We can advise on best practise, through our experience with Global IR teams We can help distribute the message Meet disclosure requirements. In some markets, companies are required to have IR websites and post certain information on this site. Dynamic and Interactive components TR have an integrated workflow ‘one stop shop’ and have build on the experience of supporting 2700 sites

    31. 31 Q&A

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