Alexander V. Laskin

Investor Relations and Financial Communication


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is quite common for IROs to have multiple educational degrees. A study that analyzed educational backgrounds of IROs at Fortune-500 companies found that almost 60% of IROs had a second, graduate-level degree. It is not uncommon that if an IRO’s first degree is communication-based, they would earn a second degree in finance or accounting to complement their communications expertise; in some cases, maybe even a law degree. If an IRO has an undergraduate finance or accounting degree, however, then they may complement it with graduate studies in communication or marketing. In addition, NIRI has a variety of professional development opportunities available for its members to enhance their knowledge and skills.

      The two remaining terms in the definition of investor relations are “strategic” and “management.” The strategic part of investor relations refers to the proactive nature of the profession. Investor relations is not just reacting in response to the outside world – to the request for information from shareholders, for example. Instead, IROs set goals and objectives, and develop a plan for how to reach these goals. For some companies, IROs may set a goal to increase the financial analyst coverage of the company stock and they would work proactively to identify financial analysts who cover similar companies or companies in the same industry and reach out to them to generate interest. In another case, IROs may set a goal of influencing the company’s shareholders mix – for example, they may try to increase the number of retail shareholders, and would develop a plan for how to achieve this target.

      This is the meaning of NIRI’s definition of investor relations. It is, of course, not the only professional organization and it is not the only definition. For example, IR Society, the professional organization for investor relations in the UK, has a slightly different definition: “Investor relations is the communication of information and insight between a company and the investment community. This process enables a full appreciation of the company’s business activities, strategy and prospects and allows the market to make an informed judgement about the fair value and appropriate ownership of a company.” It is easy to see the parallels between these definitions – fair value is the key goal in both of these definitions. And this fair value is achieved through full appreciation or understanding of the company and what it does. The main process, the main activity of investor relations is communication between a company and the investment community. So, both definitions, although they use different words, basically talk about the same concepts.

      These definitions are not set in stone – they evolve with changes in society. For example, several books on investor relations from the 1990s define investor relations as aimed at increasing the share price instead of aimed at fair value. Even the definition of investor relations that NIRI used in the 1990s calls it a marketing function aimed at creating a positive impact on the company’s value. Thus, to better understand the profession it is important to take a glance at its history.

      History

      Financial communication, as a function of communicating financial information, has existed since the emergence of finance – if there was money, it was important to communicate about it. In fact, one of the oldest surviving documents of human civilization, The Code of Hammurabi, a Babylonian code of laws of ancient Mesopotamia, dating back to about 1745 bce, has references to such key concepts of financial communication as minimum wage, interest rates, contractual obligations, and inheritance rules.

      Investor relations, however, developed later as it is inextricably connected with the separation of ownership and management. In the past, when blacksmiths or other craftsmen conducted their business they did not need to communicate their financial information or build relationships with investors because they financed themselves. They were investors, managers, and employees of their enterprises. As the industries progressed, they started hiring more employees, but the original investors were typically the managers themselves. There was still no separation between ownership and management.

      Figure 1.1 The oldest share: Stora Kopparberg original share, June 16, 1288. Source: Archives of Sweden.

      Although Stora Kopparberg is the first example of a shareholding corporation, initially it was not a publicly traded company. In other words, not anyone could purchase a share in Stora Kopparberg. In fact, the shares were reserved for either professional miners or noble people of the area – people whose contributions were essential for the mine to operate. On the other hand, the first publicly traded company, where shares could be purchased by anybody who was willing to pay the price, is believed to be the Dutch East India Company. The company, founded in 1602 for the primary purpose of trading between Asia and Europe, is claimed to be not just the first publicly traded company, but also the first multinational corporation. The first publicly traded company also