Investor Relations Process Playbook

This detailed playbook provides finance professionals with a structured framework for managing investor relations processes.
It includes:
- Step-by-Step Process Flow: Outlines essential subprocesses—Investor Identification, Investor Engagement, and Investor Feedback Collection—with clear actions, decision points, and error-handling procedures.
- RACI Framework: Defines roles and responsibilities specific to the investor relations process, ensuring that Investor Relations Managers, Research Analysts, Engagement Teams, and Feedback Coordinators are clearly accountable and engaged at each stage.