ACTiO

Engage Research Advise

www.actioadvisors.com

About us&

Your investor engagement campaign

ACTiO

About

ACTiO helps you take control of your investor engagement program and broaden the reach of your equity story

ACTiO and its partners bring together professionals to craft your equity message and guide you through every stage of the investor engagement process

Whether public or private, large or small we are able to tailor an investor engagement solution appropriate for you

ACTiO

Engage

Engaging with investors is a fundamental aspect of long-term share price development

Working with experienced advisors can significantly improve the efficacy of your investor engagement campaigns

ACTiO works exclusively for you, guaranteeing the focus of experienced professionals on your investor engagement process

ACTiO

Research

Access to company research is an essential part of the investment process

Changes in the regulatory environment are reducing the availability and quality of investment research for many European companies

ACTiO’s approach uses experienced research professionals to provide investment-style material specifically designed for investor engagement campaigns

ACTiO

Advise

ACTiO provides on-going advice in the many key areas of investor engagement. This includes:

❖ Investor perception

❖ ESG guidance

❖ Social media

❖ IR technology platforms

❖ IPO & funding

We can provide you with expert advice whether we are running your campaign or not

ACTiO

Campaign

Delivering a successful investor engagement campaign needs careful planning, commitment and an agreed strategy

A typical ACTiO campaign comprises three stages and takes between seven and twelve weeks to complete

Campaign stages

Stage 1: Prepare – weeks 1 to 4

Stage 2: Broadcast – weeks 4 to 7

Stage 3: Engage – weeks 7 to 12

ACTiO

Campaign

ACTiO partners with experts in the key areas of investor engagement to provide the highest level of service for investor campaigns

Our key partners are:

• SEAL Advisors for research and multi-media

• QuantiFire for distribution and investor perception analysis

• InterAXS for roadshow and event management

ACTiO

Plan, co-ordinate & manage investor engagement

campaigns

SEAL Advisors

Bespoke analysis and research production

QuantiFire

Research distribution and investor perception analysis

InterAXS

Corporate access and event management

ACTiO

Campaign

❖ Refine the equity story working with management, shareholders & industry experts

❖ Agree the salient points to be emphasised in the research note

❖ Write research and produce multi-media content

❖ Define the appropriate investor audience from the addressable universe of 80,000 individuals

❖ Meet to review material and agree on commencement date of the campaign

Campaign stage 1: Prepare

ACTiO

Campaign

❖ Research distributed to relevant investors along with bespoke investor perception survey

❖ Selection of focus investors contacted via multiple channels

❖ A broad approach is used to find potential investors, not just the “usual suspects”

❖ Proactive encouragement used to ensure the efficacy of the investor perception survey

❖ Update meeting to discuss survey findings, and provide feedback on the equity story

Campaign stage 2: Broadcast

ACTiO

Campaign

❖ Intelligence gathered by the investor survey informs geographical focus

❖ Targets are investors genuinely interested in your company

❖ Management to investor roadshow promoted on corporate access platforms

❖ Videoconferences used for smaller regions

❖ ACTiO representatives attending meetings (as advisors) where required

NEW PICTURE NEEDED

Campaign stage 3: Engage

ACTiO

De-brie

f❖ Gather detailed feedback from roadshow

participants

❖ Hold de-brief meeting to discuss the following areas of the campaign:

▪ Reception of the various aspects of the equity story

▪ Discussion of areas the need to be addressed and how best to address them

▪ Planning for continued engagement with interested parties

▪ Exploration of areas for future collaboration with ACTiO and its partners

After the campaign: De-brief

ACTiO

Summary

❖ Promote your equity story with our research which is uninhibited by MiFID II

❖ Broadcast your message to the widest possible audience and seek out where interest lies

❖ Help you successfully engage with high quality, interested and relevant investors

❖ Feed back investors’ reaction to your narrative and gauge genuine interest in your business

❖ Advise you on the key aspects of interacting with capital markets

ACTiO

Summarising the ACTiO proposal

Thanks

Thank you for your time

ACTiO

Contact

ACTiOCentenary House

The Queen’s Club

Palliser Rd

London W14 9EQ

+44 (0) 777 55 14 318

contact@actioadvisors.com

www.actioadvisors.com

ACTiO22/5/2020