The Edison
Group

Edison Investment Research
Edison Advisors

EDISON AT A GLANCE
“An investment research and advisory company”

Two Operating Brands

  • Edison Investment Research
  • Edison Advisors

Established 2003

  • Regulated across all key territories
  • Corporate client base of 400+ companies across 40+ countries
  • Preferred partner with leading stock exchanges around the world
  • Deep sector expertise – multiple sectors
  • Market leading investment research platform
  • Differentiated advisory offering, fully leveraging our research platform
“Edison Advisors is a full-service
investor relations agency, unique in
leveraging a global independent
equity research platform to the
benefit of our clients”
“Your equity story,
to everyone, everywhere, unrestricted”
“We give clients the opportunity to work with the best and brightest in finance, creating innovative strategies to promote understanding of your business and enabling you to grow”

IR Services

1) Strategic Messaging & Financial Communications
2) Development of IR Materials
3) Newsflow & Press Release Strategy
4) Earnings: Preparation, Logistics & Communication
5) Unique, Global Distribution
6) Evolving Your Register by Investor Type & Geography
7) Edison Roadshows, Conferences and Events
8) Establishing Your Networks
9) Market Intelligence & Monitoring Impact

Edison Advisors works with private and public companies, advising on strategy and custom-building programmes of activity to best suit a company’s capital markets and investor relations requirements.

1) Strategic Messaging and Financial Communications
The goal of our IR strategy is to enhance your exposure to target investors, generate interest and build a high-value shareholder base in alignment with your vision. This starts with understanding your business. As a client of Edison Advisors, you will have an assigned research analyst on your IR team. Our analysts play a key role in shaping strategic and financial communications.

Your assigned analyst will:

· Follow newsflow on your company and the industry, producing single page ‘QuickView’ reports to be distributed globally

· Analyse readership data via Edison’s proprietary InvestorTrack® distribution platform

· Provide input into strategic messaging, investment highlights to be integrated into factsheets and other materials

· Q&A prepping of your management team ahead of every earnings call

· Act as a resource for investors performing due diligence on your company

· Monitor sector and competitor activity, providing insights into trends and investor activity

2) Development of IR Materials
Your assigned analyst and specialist IR team will shape your investment case to resonate with diverse markets and investor types.

We produce your full suite of investor materials, including:

· IR presentations
· Investor factsheets
· Executive interviews
· Company webcasts
· IR kits (diverse formats)
· Digital assets, e.g. video & animation.

3) Newsflow and Press Release Strategy

Edison Advisors will create a twelve month calendar of activity, to underscore momentum in the equity story and amplify your key messages. Edison Advisors will identify opportunities to generate news about your company, planning a specific outreach strategy to maximise influence with target audiences. We work as an extension of your in-house team, or hand-in-hand with existing advisors for maximum impact.

4) Earnings: Preparation, Logistics & Communication

Edison Advisors assigned analyst will advise on messaging strategies to resonate with the market, as well as offer management a Q&A prepping session prior to your earnings call. We can handle all aspects of logistics, including optimal timing, webcast, press releases, call scripts and interaction with analysts and investors – both before and after the event.

5) Unique, Global Distribution
Edison Advisors leverages the Edison Research global distribution platform, distributing your message to all the major financial platforms and to all investor types.

6) Evolving Your Register, by Investor Type & Geography
Edison Advisors contrasts the composition of your register with that of your peers, advising you on the optimal structure in terms of investor type, geographical dispersion and liquidity profile. You will be supported by an assigned data analyst with access to sophisticated investor targeting tools and Edison’s proprietary InvestorTrack analysis, allowing you to identify the right profile of investor notwithstanding their investor type or geographical location. This will inform a proactive strategy to build your profile and maximise influence with target audiences, to ensure you are evolving your register and building a high-value shareholder base to support your capital market needs over time.

7) Edison Roadshows, Conferences & Events
Edison Advisors will plan all aspects of your roadshow activity in Europe, the United States and Asia-Pacific. You benefit from our unique ability to target all investor types in all geographies, taking advantage of our regional expertise from Edison’s worldwide offices. We provide in-depth intelligence on each investor and their KPIs, ensuring you are properly prepared for each encounter. Our independent status encourages a more collaborative approach with the buy-side, reflected in Edison’s detailed feedback documents which provide advice and recommendations on how to convert interest to shareholdings.

As a valued client, we will recommend key investor and industry conferences for you to attend, and grant you access to Edison’s active calendar of conference and digital events. These include educational seminars for IR and NEDs, thematic conferences, key opinion leader or KOL events, 1:1 conferences and family office events.

8) Establishing Your Networks
Investors do not exist in a vacuum, we work with you to create multiple touchpoints with the investment community, including: sell-side analysts, investment banks, key opinion or thought leaders, advocacy groups, the financial press and other advisors. In addition, our vast corporate network can help introduce you to potential business partners and customers in target geographies.

9) Market Intelligence & Monitoring Impact
Edison Advisors will provide you with detailed feedback and analysis on the effectiveness of your IR programme, to constantly evolve the effectiveness and impact. In addition to ongoing feedback from the IR team on weekly calls, through events and investor calls, you will be provided with detailed reports commenting on movements in your register, money inflows and outflows, new investors to target, as well as competitive intelligence from Edison’s analyst team and insight from our market strategists.

Thank you.