Investor relations is the conduit for company and industry intelligence to the financial markets. However, if you do not have a clear understanding of the investors that tap your conduit, their information interests and how they impact your stock price, your information flow may simply pool with the noise in the market. The result is an Information Value Gap, or translated: discounted value.

Kei Strategy
The Tactics
The Implementation
Pinnacle Value™ Quotient

Corporate Capabilities
Kei Values: Considering an IPO?

Kei Advisors’ Strategy to Address the Information Value Gap
Kei Advisors applies a unique process which focuses IR programs to more efficiently address the two primary components of investor relations and communications: the information and the audience. Our Pinnacle Value™ Process transforms investor relations into a strategic weapon to grow shareholder value by dramatically improving your investor intelligence to close the Information Value Gap.

The Tactics
Perception Auditing: A thorough investigation of investors and potential investors perspectives on management’s strategic competence, operational effectiveness and credibility is made through personal interviews and financial analysis. Their assessment on the company’s and the industry’s outlook is included.
Investor Profiling: Investors’ investment criteria, valuation methods, performance expectations and investment behaviors are evaluated, compared and profiled to provide a better understanding of the key investment characteristics that are attracting the attention of investors.
Investor Targeting: The knowledge from the Perception Audit and Investor Profile are applied to the universe of 13F and non-13F investors to target the specific audience with the greatest propensity to invest in your stock and proactively broadens the audience for direct communications.
Strategic Thinking: The significant market intelligence gained through the research is used to strengthen strategic approach, assess investor reaction to strategic shifts, and promote awareness of investors’ perceptions for the Board of Directors.

The Implementation
To address the targeted audience and continually reassess their perception of the company a mix of communication tools is used. Three classes of audience are being addressed simultaneously meeting three different levels of information needs:
Outreach: This level of communication is about attracting new potential investors to learn about the Company’s prospects. The targeting criteria are regularly reevaluated as the potential investor base shifts with changing investment criteria, economic cycles and as the Company evolves.
Condition: Once interested potential investors start listening, it takes continuous communication to keep them informed. They are at the stage of forming their valuation models, completing their due diligence process and making investment choices. This category could include past shareholders.
Maintain: Once targeted investors become shareholders, the flow of information and need to access management does not diminish. They are continually evaluating their investment portfolios and investment choices.