Managing shareholders and investor relations

Managing shareholders and investor relations is the capability of individuals to develop and maintain relationships with shareholders and investors, and communicate effectively with them about the business’s performance and strategy. It involves understanding how to manage shareholder and investor communication, provide accurate and timely information, and build and maintain trust and confidence with stakeholders.

Beginner competence definition

At a beginner level, individuals are able to perform basic tasks such as understanding shareholder and investor relations concepts and principles, identifying communication needs, and providing basic support for shareholder and investor communication. They also have a basic understanding of financial markets and are able to work effectively in a team environment.

Intermediate competence definition

Intermediate-level professionals have a deeper understanding of shareholder and investor relations frameworks. They’re able to manage shareholder and investor communication, including developing and maintaining relationships with stakeholders, providing accurate and timely information, and responding to stakeholder inquiries. They can also support the development and implementation of effective shareholder and investor communication strategies.

Advanced competence definition

Advanced-level individuals have an expert-level understanding of shareholder and investor relations frameworks. They’re able to manage complex shareholder and investor communication, including developing and implementing communication strategies that align with business objectives and comply with regulatory requirements. They have strong leadership and communication skills and can lead teams of governance professionals to achieve business objectives related to shareholder and investor relations. They’re also knowledgeable about shareholder and investor relations industry trends, allowing them to recommend and implement best practices to ensure effective governance of shareholder and investor relations.