Case study

Ensuring continuity in investor relations

Financial communication maintained without a break during the absence
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Context and objectives

This listed European investment company is among the continent's leading private asset managers, with tens of billions of euros under management. Its investor relations team carries the financial communication to the market and shareholders.

The maternity leave of a key team member must be absorbed without weakening the set-up, with structuring deadlines approaching: results publication, roadshows, conferences and the annual general meeting.

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Assignment

An interim manager specialising in financial communication, with several years in investor relations, is mobilised for 6 months full time, primarily on site: preparing the half-year and annual results materials, the investor presentations for roadshows, conferences and general meetings, maintaining the reference documentation, including the annual report and the universal registration document, and leading improvement projects, notably the integration of ESG topics into the reporting.

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Results

  • Financial publications and investor presentations delivered on the market calendar's deadlines
  • Reference documentation kept up to date, from the annual report to financial press releases
  • Reporting enriched with ESG topics and a handover completed on the team member's return

Company profile

Banking/Insurance
+100 salariés
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