To help the company select and brief ‘sell-side’ brokers that will maximise the efficiency and reach of their roadshows to ‘buy-side’ portfolio managers and analysts


This component would include:

  • Helping the company to select suitable sell-side brokers to run / support their SRI roadshow activity
  • Preparing briefing sheets to ensure that the selected brokers meet all of the company’s needs/requirements

Costs and benefits

  • Est. cost = 1/2 day = £500
  • Est. time saving for the company
    • ½ day time to find appropriate broker contacts;
    • ½ day of logistical changes and clarifications during the roadshow planning and execution process
  • Est. quality / reach improvement:
    • Briefing brokers clearly and comprehensively maximises the quantity and quality of asset managers that companies meet when on the road

'10 steps' link

Corresponds to Step 8 (Roadshow) in the 10 steps process for Taking Control of SRI Communications