Operational framework: The 5 I’s of Analyst Relations

In the bustle of daily activities, it is sometimes hard for analyst relations (AR) managers to keep their teams focused on their key operational activities. SageCircle created the 5 I’s of Analyst Relations to provide an easy mantra of essential activities. The 5 I’s are:

  • Identify — The Most Influential Analysts
    • Ranked and tiered analyst list(s)
    • Continuous research on the analysts’ coverage
  • Interact — In the Correct Ways
    • Mix of one-to-one, one-to-many, none-to-many types
    • Mix of briefings, SAS, relationship meetings and client inquiries
  • Information — Most Appropriate in […]