Objective
To help the company select and brief ‘sell-side’ brokers that will maximise the efficiency and reach of their roadshows to ‘buy-side’ portfolio managers and analysts
Activity
This component would include:
- Helping the company to select suitable sell-side brokers to run / support their SRI roadshow activity
- Preparing briefing sheets to ensure that the selected brokers meet all of the company’s needs/requirements
Costs and benefits
- Est. cost = 1/2 day = £500
- Est. time saving for the company
- ½ day time to find appropriate broker contacts;
- ½ day of logistical changes and clarifications during the roadshow planning and execution process
- Est. quality / reach improvement:
- Briefing brokers clearly and comprehensively maximises the quantity and quality of asset managers that companies meet when on the road
'10 steps' link
Corresponds to Step 8 (Roadshow) in the 10 steps process for Taking Control of SRI Communications