Educating Analysts: An Elusive Yet Critical Skill


A public company’s ability to communicate its story in a compelling, succinct and readily understandable way to industry analysts is intrinsically valuable, but it’s a skill that is often elusive, says Jason Maloni, senior VP at Levick Strategic Communications. Here are some tips from Maloni on how to “educate analysts.”

• Carefully target key analysts and portfolio managers that will be most interested in your organization.

• Develop a presentation that sets it apart from its peers and highlights its investment appeal. In crisis matters, identify issue experts or even specialists among analysts to help tell your story.

• Enlist top executives to engage the analysts directly in a transparent manner.

• Encourage the media to contact a company’s star analyst for third-party positive commentary, which supports both media and analyst credibility.

Read more on the Credit Card Payment case study.


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