1. Social Media and
Investor Relations Strategies

2. Who we are
Social
Social IRO is in the business of helping Media
companies develop and integrate social
media strategies into their corporate
communication programs. BOOM!
Investor
Relations
SOCIALIRO.COM ©2012

3. What we see
There still remains a considerable disconnect, with
traditional IR, when it comes to using social media as a
viable outlet to communicate a company’s investment
thesis.
Whether through intimidation (How do I tweet?) or
fear of compliance (You tweeted what!?), most IR
professionals typically stay, or advise clients to stay,
within the confines of the corporate website to execute
their communications strategy.
SOCIALIRO.COM ©2012

4. How we work
Utilizing current IR best practices, effective social media
strategies can easily be integrated to achieve the overall
objective of any company’s corporate communications
strategy.
 Social Media Policies – SOP / Exec and employee training
 Investment Thesis Share this!
 Crisis Communication – product recall / c-level exit / eps miss
 Media Relations – procuring journalists / local / national
 Investor Day – engaging current stakeholders
 New Product and Services offerings – swift dissemination,
continuity across all platforms / call to action / convert
SOCIALIRO.COM ©2012

5. Social Media
Strategic Command
Social IP
Planning Center
› Twitter › Events › Newsroom
› Facebook › Corp Citizen › Qtrly results
› You Tube › Outreach › Conf Call
› Slide Share › Lead by example › Blogs
SOCIALIRO.COM ©2012

6. Investor Relations
 Strategy – Best practices
 Story development (investment thesis)
 Website
 Corporate presentation
 Conference call and event planning
 Press writing and media management
Image Via Q4 Web Systems
SOCIALIRO.COM ©2012

7. Strategic Planning
 Perception Study
 Valuation analysis
 Shareholder analysis Equity Value = Financial Performance
+ How That Performance is Interpreted
 Setting expectations by a Variety of Constituencies -- ICR, Inc.
 Conference call scripting
 Road Show / Meet the street
 Media Plan
SOCIALIRO.COM ©2012

8. Lets Do it!
Benefits of a Social Media Strategy
 Pulse on perception “85% of financial services
 Early ownership of crisis events professionals under 50 are
utilizing social media,
 Messaging continuity
compared with half of their
 Timestamp – track record older counterparts.”
Source: Ledermark, www.ledermark.com
 Shareholder Advocates – engage
 Media roster
SOCIALIRO.COM ©2012