Finance Expertise

“Never invest in a business you cannot understand,” said Warren Buffet.

At this time of disruption and political and economic uncertainty, it’s more important than ever that firms give their clients clarity on investments.

The question is: how can you make investor relations (IR) presentations engaging, and insightful? How can fund managers keep the attention of investors and share an accurate picture of their investments? Find out more.

When a lot is riding on your pitch, you want it to be perfect:  inspiring, confident and compelling.

Fund managers and investor relations teams tell us that they want to grab clients’ attention during presentations, increase interactivity, control the pace and share key content securely.

That's why Concise launched the Chime Pitch Pack, a digital pitch book that works on iPads, specifically aimed at more intimate meetings of between 2 to 20 people. Find out more.

The festive season will be upon us shortly – venue, drinks and canapes all arranged, guest lists collated and printed off.  Seems like you've covered everything...or have you?

How many guests are you expecting? If you have invited more than 100 guests, with VIPs included, then you might want to consider using an app instead of paper lists or spreadsheets for your guest check-in.

The way due diligence is carried out is particularly relevant during these times of economic and political uncertainty with increasing disruption of almost every market. Private Equity firms are under more scrutiny and constantly facing compliance requirements. Capturing investors’ undivided attention at due diligence events is absolutely vital. 

What is a FSQS Certification?

The Helios Financial Supplier Qualification System, FSQS, is an accreditation system for the financial sector that recognizes the highest standards in security, quality, and innovation.  The FSQS provides a standardized, validated mechanism for collecting and managing supplier compliance assurance. Essentially, the FSQS introduces responsible business practices through due diligence.

In working with Financial Institutions, Concise has been helping clients evidence their commitment to Environmental Stewardship. Indeed, hundreds of firms have already taken advantage of our Chime Complete bespoke platform to reduce the need for printing and producing binders and brochures.

How do you welcome new recruits, help them settle in, provide support, and ensure they have the knowledge they need to perform their role?

Graduates are stepping into the world of work with their own ideas about what makes a good employer.  And their first impression can have a significant impact on their integration with the team, their level of job satisfaction and their length of stay.  

A Graduate Induction Programme is all about bridging the gap and easing candidates into the world of work. Companies spend thousands of pounds training graduates to become part of their organisation, so planning how you can measure the effectiveness of your programme when you start planning can be invaluable.

Demand for businesses to demonstrate strong (ESG) Environmental, Social and Governance standards is growing. Accordingly, many Financial Institutions now have an ESG strategy in place with environmental stewardship and social responsibility as core principles. 

Technology has revolutionised every aspect of our lives, so it makes sense that it would impact the way  graduates experience their first week in a new job too. For new starters, the latest tech can enhance their overall experience; it can drive engagement and change what could be a humdrum induction week into a memorable and worthwhile experience. For the programme organisers, technology improves every stage of the process, be it in planning, execution or in post-event analysis. Here’s how:

From our experience providing event technology solutions for clients across four continents, it’s clear a ‘one size fits all’ approach doesn’t work.  In this article we’d like to share some tried and true tips to avoid the common pitfalls in planning, communication, translations, culture and logistics.

There is no doubt that the majority of meeting planners aspire to deliver truly paperless meetings. For the organizers of Private Equity Firms’ Annual Meetings there is a heightened wariness around ditching paper completely. In this article we address some of those concerns and set out the argument in favor of using a digital solution. 

One of the biggest challenges Investor Relations teams face is meeting the varied requirements and demands of all the LPs. After all, they have different needs and a wide range of funds and products they look after. Here are some top tips from Concise on how improve to the success of an Investor event…

Berlin, 2017

Concise provided our Chime interactive event solution for a week-long event attended by over 1000 investors. This was the third year Concise had been asked to work with the organisers of this high-profile event attended by analysts and other financial markets professionals. Among the audience were over 250 institutional investors representing more than $500 billion of investment allocations globally. Read on to find out more....

Event horizon Private equity events are going digital – and never looking back, Concise managing director James Shepheard-Walwyn tells pfm