Cipriani Wall Street, New York, NY
On Thursday, March 23, 2017 the IR Magazine Awards – US honored excellence in the investor relations profession at Cipriani Wall Street. Since the annual event first launched in 1996, tens of thousands of analysts and investors have voted in the surveys behind the awards. The result: vital benchmarking information on which companies do the best IR.
Over the last two decades the awards program has expanded to recognize more aspects of investor relations, particularly the contributions of senior management, as well as to identify the best IR by sector. In addition, the research now covers the perspective of winning companies in addition to the views of analysts and investors.
Jordyn Rolling is an innovative multimedia journalist based in New York City. A recent NYU Masters recipient in Multimedia Journalism, with an undergrad degree in Public Relations from California State University, Jordyn is a rising star who has done video reporting work for Time Inc. brands, including People, MONEY, and Fortune. She was also the co-host of the CBS-produced, three-time Emmy Award-winning television show “Mark at the Movies.” Appearing in over 30 episodes, she interviewed A-list stars one-on-one in junkets, wrote candid movie reviews, provided pop culture commentary in studio during the live show, and covered red carpets. She is now the face of Al Roker Entertainment and Business Wire’s “BizWireTV.”
View the full list of winners here or click on each category below to view the full list of nominees and winners.
JPMorgan Chase & Co
WINNER: Jack in the Box
Wright Medical Group
Casella Waste Systems
Discover Financial Services
WINNER: Jack Carsky & Victoria Hyde-Dunn
WINNER: Carol DiRaimo
Jack in the Box
WINNER: Julie Tracy
Wright Medical Group
Phil De Sousa
Royal Dutch Shell
Acquisition of Cepheid, announced September 2016
WINNER: Johnson Controls
Merger with Tyco, completed September 2016
Acquisition of Valspar, announced March 2016
Wright Medical Group
Acquisition of Tornier, completed October 2016
WINNER: JPMorgan Chase & Co
JPMorgan Chase & Co
For innovating across its website, analyst day and roadshow calendar
WINNER: The Estee Lauder Companies
For rethinking the corporate site as a luxury publication
For launching a new website, leading a China trip and deploying a new comms strategy
For offering access beyond the C-suite and unusual digital tools
For developing introductory ‘Ryder 101’ videos
For offering video, blogs and industry education
For thinking outside the box during challenging times
For redesigning the IR site, shaking up the earnings process and running an IR blog
Delta Air Lines
WINNER: Jack in the Box
WINNER: CVS Health
Procter & Gamble
The Kroger Company
Discover Financial Services
WINNER: JPMorgan Chase & Co
Wright Medical Group
WINNER: T-Mobile US
American Electric Power
WINNER: NextEra Energy
The first thing to explain is that our awards are different from most others: for our awards, companies do not submit nominations. The winners are identified by in-depth research and any publicly traded company is eligible to be considered. This survey is the only one of its kind to go directly to the investment community, via a combination of an electronic survey and one-to-one telephone interviews, canvassing the opinions of the people who matter to you most.
August 2016: Sample selection
IR Magazine has been building investment community databases over the past 20 years. As part of the updating process, listed companies are contacted every year for details of the professionals who currently cover their stock. These details are combined with Ipreo’s list of US investment community contacts and are passed to Fox Insight
September 2016: Electronic survey
Fox Insight conducts an electronic survey of buy-side and sell-side analysts and portfolio managers. The electronic survey typically receives 400 individual responses from the investment community. These responses then go to Mary Maude Research for initial analysis. The research firm determines what will constitute a representative sample, weighted for industry sector.
October 2016: Telephone survey
The telephone survey then gets under way. The researchers conduct in-depth interviews with an additional 400 portfolio managers and analysts across the US. Many of them participate in the study year after year, but there is always a healthy proportion of new respondents each year as well. As the research progresses, the sample is adjusted to ensure appropriate weightings are maintained.
November 2016: Results analysis
Once the survey stage of the research is completed, the final analysis is undertaken. The companies with the highest scores make the short lists for the awards categories, and the points are further analyzed to identify the best exponents of IR by sector. The 100 companies with the highest points tallies are ranked in the US Top 100 league table. The independence of our research is crucial to the integrity of the whole awards program, so IR Magazine sees the results only once the research is complete. This ensures a transparent, independent set of results that IROs can trust as a valuable benchmarking tool.
December 2016: Short list announced
IR Magazine receives the results in December and contacts the short-listed companies to give them the good news. The short list is then published to the entire IR community the month before the event.
January-February 2017: Corporate research
Before the research is published on our website and in hard copy (as the IR Magazine Investor Perception Study – US 2017), our in-house team undertakes a combination of desk research and interviews with IROs and other executives at US Top 100 companies. They are invited to discuss the special challenges they may have faced in the past year, or the changes made to their programs, budgets and staffing. This allows us to provide the corporate context to the study and better understand the factors underlying IR success.
March 23, 2017: Winners announced
And finally… on the night of the awards, the winners are announced, trophies given out and the US Top 100 is revealed, all at a black-tie gala dinner in New York.
March 24, 2017: Report published
Shortly after the awards, the IR Magazine Investor Perception Study – US 2017 is published and the data incorporated into our website in interactive form. Professional subscribers have full access to the data from all regions so they can benchmark their company’s performance against that of other companies worldwide.
For further information on the 2017 investor perception study, please contact IR Magazine’s head of research, Janet Dignan, at [email protected].
The People’s choice award for innovation is presented to a publicly listed company that has made an outstanding contribution to the practice of IR and the community of IR professionals.
Winner of the 2017 People’s choice award for innovation: Estée Lauder.
DG3 enables clients to be more effective by offering time-saving, easy to use and dependable solutions for the preparation, production and printing of SEC disclosure documents. Our proprietary technologies include Disclosure 2.0,which enables users to prepare elegant disclosures collaboratively in Microsoft Word, and our Graphics Generator,which creates clear, impactful graphics in minutes for both SEC filings and other documents. Our state-of-the-art 175,000 sq. ft. print and fulfillment facility is located in Jersey City, less than 50 miles from Broadridge.
Argyle, our advisory division,is led by recognized experts in corporate law, shareholder engagement and SEC disclosure. We propose constructive advice and design solutions to help corporations communicate messages through enhanced SEC disclosure documents, digital media and investor communications.
For more information please visit www.argyle.company
Baird is an employee-owned, global financial services firm with $149 billion in client assets. We provide wealth management, capital markets, asset management and private equity services through relationships, offices and affiliates in North America, Europe, Asia and Australia. We leverage our 96-year history and reputation to deliver outstanding results to our corporate and institutional partners and rank #5 in Fortune’s “100 Best Companies to Work For,” our 12th straight year on the chart.
For more information, please visit rwbaird.com
Bank of America is one of the world’s largest financial institutions, serving large corporations, small- and middle-market businesses and individual consumers in more than 150 countries with a full range of banking, investing, asset management and other financial and risk management products and services. Bank of America Merrill Lynch is a global leader in corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. The company provides, through various banking and broker-dealer affiliates, M&A advice, equity and debt capital raising solutions, lending, risk management, treasury, liquidity, and payments management. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.
For additional information regarding Bank of America Merrill Lynch, please visit www.bofaml.com/
Blender is an award-winning design agency and a leader of investor marketing in North America. We’ve worked with over 500 private and publicly traded companies on all major stock exchanges including NYSE, NASDAQ, and TSX.
For more information, visit www.blendermedia.com
BNY Mellon is a global investments company dedicated to helping its clients manage and service their financial assets throughout the investment lifecycle. Whether providing financial services for institutions, corporations or individual investors, BNY Mellon delivers informed investment management and investment services in 35 countries and more than 100 markets. As of June 30, 2016, BNY Mellon had $29.5 trillion in assets under custody and/or administration, and $1.7 trillion in assets under management. BNY Mellon can act as a single point of contact for clients looking to create, trade, hold, manage, service, distribute or restructure investments. BNY Mellon is the corporate brand of The Bank of New York Mellon Corporation (NYSE: BK).
We are a fast, reliable and quality news distribution service for corporate and regulatory announcements to targeted media and the investment community globally. All-in-one seamless service: UK regulatory disclosure, European disclosure, Edgar & Sedar filing services, IR website hosting and CSR news distribution. With 31 offices worldwide, including London, Frankfurt, Paris and the US, Business Wire will work with you on the best strategic approach for communications, and how to anticipate and satisfy regulatory concerns. Follow us on Twitter: @BusinessWire.
For more information, please visit www.businesswire.com.
For more information, please visit www.citadelsecurities.com
Computershare and Georgeson are the world’s foremost providers of strategic shareholder services to corporations and shareholder groups. Our team offers unsurpassed expertise and responsive client service as well as innovative technology and tools for transfer agency, corporate governance, annual meetings, stakeholder communications, proxy contests and corporate actions. Trusted by more than 6,000 companies representing 25 million shareholder accounts, our proven solutions put our clients’ and their stakeholders’ needs first.
Computershare is a global market leader in transfer agency and share registration, employee equity plans, proxy solicitation and stakeholder communications. We also specialize in corporate trust services, tax voucher solutions, bankruptcy administration and a range of other diversified financial and governance services. Many of the world’s leading organizations use these core competencies to help maximize the value of relationships with their investors, employees, creditors, members and customers.
Georgeson is the world’s foremost provider of strategic shareholder services to corporations and shareholder groups working to influence corporate strategy. We offer unsurpassed advice and representation for annual meetings, mergers and acquisitions, proxy contests and other extraordinary transactions. Our core proxy expertise is enhanced with and complemented by our strategic consulting and asset reunification services, as well as by the Georgeson inVUTMplatform, a software tool that provides insight into investor ownership and voting profiles.
Corbin Advisors is a specialized investor relations (IR) advisory firm with a track record as a strategic advisor and catalyst for positive, thoughtful change. Our proprietary approach combines shareholder research, investor engagement and communication strategies to unlock embedded value for public companies. Leveraging deep experience across sectors, market-caps and company situations, we engage with public companies on both high-level strategy and tactical execution.
Our comprehensive services include perception studies, investor targeting and marketing, investor presentations, investor days, specialized research, and retainer and event-driven consulting. Inside The Buy-side®, our industry-leading research publication, is covered by news affiliates globally and regularly featured on CNBC.
To learn more about us and the results we help our clients achieve, visit www.corbinadvisors.com
Cowen and Company, the broker-dealer business of Cowen Group, Inc. (NASDAQ: COWN), provides industry focused investment banking for growth-oriented companies, domain knowledge-driven research services and a robust sales and trading platform to companies and institutional investor clients. Sectors of focus for the business include healthcare, technology, telecommunications, aerospace and defense/industrials, consumer, energy, metals and mining and transportation. Founded in 1918, Cowen Group is headquartered in New York and has offices located in major financial centers around the world.
For more information, please visit www.cowen.com
Donnelley Financial Solutions (NYSE: DFIN) provides software and services that enable clients to communicate with confidence in a complex regulatory environment. With 3,500 employees in 61 locations across 18 countries, we provide thousands of clients globally with innovative tools for content creation, management and distribution, as well as data analytics and multi-lingual translations services. Leveraging advanced technology, deep-domain expertise and 24/7 support, we deliver cost-effective solutions to meet the evolving needs of our clients.
For more information, please visit www.dfsco.com
EQS Group is a leading international technology provider for Digital Investor Relations. More than 8,000 companies worldwide trust EQS’s products and services to securely, efficiently, and simultaneously fulfil complex national and international disclosure and compliance requirements to the global investment community.
The EQS COCKPIT, a cloud-based IR workflow platform, digitally maps the work processes of IR Officers, communicates with the company’s website, and distributes company releases via one of the most important financial newswires. With additional products such as websites, IR tools, digital reports, and webcasting solutions, EQS Group is a digital single source provider.
EQS Group was founded in Munich, Germany in 2000 and has developed from a start-up to an international group with offices in the world’s key financial markets. The group employs more than 300 professionals globally.
For more information, please visit www.eqs.com
GE is a diversified technology, media and financial services company. With products and services ranging from aircraft engines, power generation, water processing and security technology to medical imaging, business and consumer financing and media content, GE serves customers in media content and advanced materials. GE serves customers in more than 100 countries and employs more than 300,000 people worldwide.
For more information, visit the company’s website at www.ge.com
IEX operates a fair-access stock trading venue accessible by any qualified broker dealer. Dedicated to institutionalizing fairness in the markets, IEX provides a more balanced marketplace via simplified market structure design and cutting-edge technology. IEX is driven by a team of cross-industry experts with backgrounds spanning market venues, electronic trading, and broker-dealers. IEX is the first equity trading venue seeded exclusively by a consortium of buy-side investors, including mutual funds, hedge funds, and family offices.
Learn more at: iextrading.com.
Innisfree provides sound advice and results-oriented implementation in domestic and cross border proxy solicitations, tender/exchange offers, mergers and other corporate actions, as well as consulting services on strategic management issues, including corporate governance and investor relations.
For more information, please visit www.innisfreema.com
Ipreo is a global leader in providing market intelligence, data and technology solutions to all participants in the global capital markets, including sell-side banks, publicly traded companies and buy-side institutions. Our extensive suite of investor relations services provides our corporate clients with unparalleled cross-asset-class surveillance, investor targeting, buy-side perception studies, transaction analysis and predictive analytics. Additionally, Ipreo’s BD Corporate IR workflow platform offers the most accurate and comprehensive database covering global institutional contacts, profiles and ownership data. Our critical insights and flexible solutions help our clients run more effective investor relations programs. Ipreo has more than 750 employees supporting clients in every major financial center around the world.
For further information, please visit www.ipreo.com
MacKenzie Partners is a full-service proxy solicitation, investor relations and corporate governance consulting firm specializing in mergers-and-acquisitions related transactions. The firm has offices in New York City, Los Angeles, Palo Alto and London.
For more information, please visit www.mackenziepartners.com
Mizuho Americas is a leading financial institution comprising several legal entities, which together offer clients corporate and investment banking, financing, securities, treasury services, asset management, research and more. With professionals in offices throughout the US, Canada, Mexico, Brazil and Chile, Mizuho’s operations in the Americas connect a broad client base of major corporations, financial institutions and public sector groups to local markets and a vast global network. Learn more at www.mizuhoamericas.com.
Mizuho Americas is an integral part of the Japan-based Mizuho Financial Group, Inc. (NYSE: MFG). Mizuho Financial Group is one of the largest financial institutions in the world, offering comprehensive financial and strategic services including private banking and venture capital through its subsidiaries. The group has over 900 offices and 56,000 employees worldwide in nearly 40 countries throughout the Americas, EMEA, and Asia. At the end of 2015, its total assets were $1.8 trillion. Learn more about Mizuho Financial Group at www.mizuho-fg.co.jp/english.
Founded in 1969, NIRI is the professional association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts and other financial community constituents. NIRI is the largest professional investor relations association in the world with more than 3,300 members representing over 1,600 publicly held companies and $9 trillion in stock market capitalization.
For more information, please visit www.NIRI.org
Okapi Partners LLC is a strategic proxy solicitation and investor response firm providing a full range of solicitation and information agent services, as well as related consultation and advice to our clients. We represent listed companies, mutual funds and investors, providing our clients with superior service, established industry relationships and outstanding execution capabilities.
For more information, please visit us at www.okapipartners.com
Q4 is the fastest growing cloud-based investor relations and capital market solutions to the IR Industry with over 1,200 clients. Public companies the world over (many of which are Fortune 1000 brands) look to our leading web and intelligence solutions to power successful (and award winning) IR programs — and to better connect with their investors, make more effective decisions, and understand the capital markets.
Learn more at http://www.q4inc.com.
The NuVo Group provides financial printing, digital publishing and EDGAR SEC electronic filing services to some of the world’s most respected financial institutions. We possess the tools, team and advanced technologies to ensure an exceptional customer experience — ease of process, rapid execution, regulatory compliance and, of course, uncompromising accuracy. Our Mission & Vision is to consistently perform in ways that make our customers’ jobs easier, and their printing and filing faster, to leverage the most experienced talent, effective tools and advanced technologies in financial printing, digital publishing and EDGAR SEC filing today in order to simplify, accelerate and enhance the end product we proudly deliver to our customers — on time, in format and on budget. To lead in the design and development of groundbreaking services, solutions and support systems, innovations that redefine the industry of financial printing, digital publishing and EDGAR SEC filing and deliver more tangible value and responsiveness to customers — compressed lead times, error-free documents, streamlined production and reduced cost. Proud to be named one of Inc 5000’s Fastest Growing Private Companies.
For more information, please visit http://www.thenuvogroup.com/
UBS provides financial advice and solutions to wealthy, institutional and corporate clients worldwide, as well as private clients in Switzerland. The operational structure of the Group is comprised of our Corporate Center and five business divisions: Wealth Management, Wealth Management Americas, Personal & Corporate Banking, Asset Management and the Investment Bank. UBS’s strategy builds on the strengths of all of its businesses and focuses its efforts on areas in which it excels, while seeking to capitalize on the compelling growth prospects in the businesses and regions in which it operates, in order to generate attractive and sustainable returns for its shareholders. All of its businesses are capital-efficient and benefit from a strong competitive position in their targeted markets.
UBS is present in all major financial centers worldwide. It has offices in 54 countries, with about 34% of its employees working in the Americas, 35% in Switzerland, 18% in the rest of Europe, the Middle East and Africa and 13% in Asia Pacific. UBS Group AG employs approximately 60,000 people around the world. Its shares are listed on the SIX Swiss Exchange and the New York Stock Exchange (NYSE).
For more information, please visit www.ubs.com
WeConvene is a global, web-based platform designed to eliminate the inefficiencies of managing the corporate access process for the investment community. In a world where new technologies are fundamentally impacting the way people interact and communicate, WeConvene transforms collaboration by connecting IR teams, brokers and investors for the efficient targeting, distribution and booking of meetings in real time, online. For more information visit www.weconvene.com or request a demo by contacting [email protected].
A trusted provider for more than 80 years, Wells Fargo Shareowner Services knows how to expertly serve your company and its shareowners. Our clients have rated Wells Fargo as the industry’s best for 15 of the past 16 years. Combine that with our innovative technology, robust controls, and the industry’s most recognizable name, and you have the solution your shareowners need. Whether you’re switching transfer agents, executing a complex corporate action, or taking your company public, start a conversation with Wells Fargo Shareowner Services today.
For more information, please visit www.wellsfargo.com
Edelman financial communications & capital markets is a boutique strategic consultancy with the reach and resources of the world’s largest public relations firm. We advise public and private companies on strategic and capital markets communications to help effectively position them with the financial community during transformative events as well as during normal-course business.
Visit us at:www.edelmanfincomms.com.
NYSE Group is a wholly-owned subsidiary of Intercontinental Exchange (NYSE:ICE), operator of the leading global network of exchanges and clearing houses. NYSE Group operates multi-asset exchanges, and a range of related data products and technology services. The company’s equity exchanges – the New York Stock Exchange, NYSE MKT and NYSE Arca – trade more U.S. equity volume than any other exchange group. NYSE is the global leader in capital raising for listed companies, including the majority of technology IPOs globally since 2012. The company’s equity options markets, NYSE Arca Options and NYSE Amex Options offer complementary market models. NYSE Group also provides comprehensive global connectivity services and a range of market data products to support efficient, transparent markets. For more information, go to www.nyse.com.