IR Global Rankings Event

New York – April 06, 2010

IR Global Rankings 2010
Brief Overview
Ranking Categories

Online Annual Financial Corporate Investors’

IR Website
Report Disclosure Governance Choice
Evaluation Evaluation Evaluation Evaluation Online Voting
• Content • Content • Operating • Remuneration • Best IR Program
Information and Performance
• Design & • Design & • Best IR Officer
Navigability Navigability • Financial • Board
Statements (IS, Accountability
• Interactivity • Interactivity BS, CF)
• Capital Structure
• Technology & • Technology & • Guidance
Data Handling Data Handling • Shareholder
• Conference Calls Protection
• Timeliness
• Exemplary • Internal Controls
Disclosure
• Financial
Disclosure

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 Sample of an IRGR Evaluation Spreadsheet

Documents Can Download Directly Without Opening New Internet Explorer

Package Posted in 5-15 Business Days from Request Date

Updates (Considerei nota max qdo tem preço ação atual)

Package Posted in 4 Business Days from Request Date
Company sent E-mail Informing Package will be Sent
All Section of IR Menu Are Seen Without Clicking
Link to IR Homepage in English on First Page

Number of Clicks Needed to Find Information

Site has IR contact(s) and/or Request Form

Last Website Update - Less Than 2 Weeks

Last Website Update - Less Than 1 Week
Visibility of IR Website vs. Other Sections

Links to Other Sections of the Website

From 3 to 4 Clicks for Any Information

Update Date Information Available

Up to 2 Clicks for Any Information
Company has a Specific IR Menu

Technology and Data Handling

Annual Report Request Date

Contact Person (email, etc.)

Home in "Portal" Format

Package Shipping Date

Links to Related Topics
Design & Navigability

Contact Information

Responsiveness
Interactivity

Timeliness
Navigability
Content

Total
50,0 15,0 1,0 1,0 7,0 2,0 3,0 2,0 5,0 5,0 2,0 2,0 1,0 1,0 10,0 15,0 10,0 1,0 1,0 4,0 1,0 3,0 2,0 5,0 1,0 4,0 3,0 100,0
23,5 13,5 1,0 1,0 5,5 2,0 1,5 2,0 5,0 5,0 2,0 2,0 1,0 1,0 5,5 6,5 8,0 5-Jan-09 relaciones.inversores@abertis.com
1,0 1,0 3,0 1,0 - 2,0 4,0 - 4,0 3,0 57,00
39,8 9,5 1,0 1,0 3,5 2,0 1,5 - 3,0 3,0 2,0 2,0 1,0 1,0 8,0 13,0 8,5 5-Jan-09 investor.relations@adidas-group.com
1,0 1,0 3,0 1,0 - 2,0 4,5 0,5 4,0 3,0 78,75
36,7 14,0 1,0 1,0 6,0 1,0 3,0 2,0 5,0 5,0 2,0 2,0 1,0 1,0 6,3 11,0 8,5 5-Jan-09 1,0 1,0 3,0 3,0 - 4,5 0,5 4,0 3,0 76,40
26,5 14,0 1,0 1,0 6,0 1,0 3,0 2,0 5,0 5,0 2,0 2,0 1,0 1,0 1,5 12,0 8,5 5-Jan-09 1,0 1,0 3,0 1,0 - 2,0 4,5 0,5 4,0 3,0 62,50
43,0 13,0 1,0 1,0 5,0 2,0 3,0 - 5,0 5,0 2,0 2,0 1,0 1,0 8,0 13,0 9,0 5-Jan-09 ir@all-logistica.com 1,0 1,0 4,0 1,0 3,0 4,0 1,0 - 3,0 86,00
1,5 13,0 1,0 1,0 6,0 2,0 3,0 1,0 5,0 5,0 2,0 1,0 1,0 - - 2,5 4,0 1,0 1,0 - 3,0 - - 3,0 21,00
28,5 12,0 1,0 1,0 5,0 2,0 3,0 - 5,0 5,0 2,0 1,0 1,0 - 2,3 7,5 6,0 5-Jan-09 1,0 1,0 - 5,0 1,0 4,0 3,0 56,25
26,5 12,0 1,0 1,0 5,0 2,0 3,0 - 5,0 5,0 2,0 1,0 1,0 - 4,8 10,0 9,0 5-Jan-09 gmansur@amil.com.br 1,0 1,0 4,0 1,0 3,0 - 4,0 1,0 2,0 3,0 62,25
9,5 8,0 - - 2,0 2,0 - - 5,0 5,0 2,0 1,0 1,0 - 3,3 11,0 6,0 5-Jan-09 AMPServices@computershare.com.au
1,0 1,0 1,0 1,0 - - 4,0 4,0 3,0 37,75
3,0 9,0 - - 3,0 1,0 - 2,0 5,0 5,0 2,0 1,0 1,0 - - 2,0 1,0 5-Jan-09 1,0 1,0 - - - - - 15,00
24,5 12,0 1,0 1,0 4,0 2,0 - 2,0 5,0 5,0 2,0 2,0 1,0 1,0 3,3 12,0 8,5 5-Jan-09 corporatecommunications@arcadis.nl
1,0 1,0 3,0 1,0 - 2,0 4,5 0,5 4,0 3,0 60,25
26,0 8,0 1,0 1,0 2,0 2,0 - - 3,0 3,0 2,0 2,0 1,0 1,0 8,3 13,0 8,0 5-Jan-09 1,0 1,0 3,0 3,0 - 4,0 - 4,0 3,0 63,25
28,5 8,5 1,0 1,0 3,5 2,0 1,5 - 2,0 - 2,0 2,0 1,0 1,0 2,0 8,5 3,5 5-Jan-09 1,0 1,0 - 2,5 0,5 2,0 1,5 51,00
8,0 8,0 1,0 1,0 3,0 2,0 - 1,0 3,0 3,0 2,0 1,0 1,0 - 2,0 11,0 5,0 8-Jan-09 1,0 1,0 - 4,0 - 4,0 3,0 34,00
34,5 12,0 1,0 1,0 5,0 2,0 3,0 - 5,0 5,0 2,0 1,0 1,0 - 6,5 13,0 9,0 5-Jan-09 4823.flavia@bradesco.com.br
1,0 1,0 4,0 1,0 3,0 4,0 - 4,0 3,0 75,00
23,5 12,5 0,5 0,5 5,0 2,0 3,0 - 5,0 5,0 2,0 2,0 1,0 1,0 2,0 10,0 8,0 5-Jan-09 1,0 1,0 3,0 3,0 - 4,0 1,0 2,0 3,0 56,00
22,0 7,0 1,0 1,0 2,0 2,0 - - 3,0 3,0 2,0 1,0 1,0 - - 9,0 5,0 5-Jan-09 CATABOTE@BANCOLOMBIA.COM.CO
1,0 1,0 1,0 1,0 3,0 - 2,0 3,0 43,00
38,3 15,0 1,0 1,0 7,0 2,0 3,0 2,0 5,0 5,0 2,0 2,0 1,0 1,0 8,5 11,0 5,5 5-Jan-09 1,0 1,0 - 4,5 0,5 4,0 3,0 78,25
43,5 10,0 1,0 1,0 2,0 2,0 - - 5,0 5,0 2,0 2,0 1,0 1,0 7,5 14,0 9,0 5-Jan-09 1,0 1,0 3,0 - 3,0 - 5,0 1,0 4,0 3,0 84,00

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Individual Feedback and Best Practices Report

• Participants who choose to acquire the individual feedback report

will receive suggestions for improvements where applicable, as well
as a benchmark report with key best practices and examples to
follow for each category

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Key IR Global Ranking Points

What Makes IR Global Rankings Unique?

Individual
Feedback
Reports
Global Benchmark
Transparency
Comparisons

Unique A True
Evaluation
Method and Global Recognition
Ranking System Ranking

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IR Global Rankings 2010
Global Trends Impacting
IR Professionals
2010 IRGR Highlights
The Scenario: Aftermath of the Crisis
• Risk Perception
– More questioning from investors and analysts;
– Increased demand for information.

• IR Budget
– Tightening budgets;
– Need to deliver results on limited resources.

FOCUS: IR Productivity and Efficiency

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2010 IRGR Highlights

What investors and analysts demanded most?

• What is new and what is not new: even with ‘business as
usual’, investors wanted to be sure they got all risks covered;
• Increased scrutiny over companies’ internal controls and
governance structures;
• Not only pure performance, but also sustainability of results
over time.

How did Companies respond?

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 2010 IRGR Highlights
Aftermath of the crisis: improve content
• Content
– Disclosure of Corporate Governance information;
– Investor Days / Meetings’ information;
– Audio and transcripts of conference calls.
Content Corporate Governance
86% 92% 92%
64% 69% 66%60% 64% 77% 79% 83%
71% 75%
51% 55% 54% 63% 61%
46%
35%

Africa Asia/Pacific Europe Latin North Africa Asia/Pacific Europe Latin North
America America America America

2010 2009 2010 2009

FOCUS: IR Productivity and Efficiency

Differentiate from others through detailed content

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 2010 IRGR Highlights
Corporate Governance Information

Not only
what, but
HOW it is
structured.

Describe roles and

Shinsei Bank
www.shinseibank.com/investors/en/ir/
responsibilities.

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 2010 IRGR Highlights
Corporate Governance Information

Complete and thorough

information: bio, term of
office, fields of
responsibility .

METRO AG
www.metrogroup.de

12
 2010 IRGR Highlights
Quarterly Calls & Investors’ Days
Special section for
Investors’ Day: all
presentations, webcasts
and transcripts.

Earnings Release in
(html/pdf); Financials
(html/excel); Conference
Calls Presentations
(pdf/links to webcasts) .

Nexen
www.nexeninc.com

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2010 IRGR Highlights

Budgets are even more limited. What now?

• Budget reduction tests IR teams’ ability to sell the story to an
even more demanding audience (as discussed in item 1);
• Access to information, transparency, equal treatment cannot
be hindered;
• Simpler (and low-cost) features to put information and pass on
the investment message effectively.

How to deliver ‘more for less’?

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 2010 IRGR Highlights
Back to basics: implement simple features
• Interactivity
– Financial data in downloadable Excel format;
– Social networks, Web 2.0.
Web 2.0 / Social Media
Interactivity 27%
70% 22%
64% 19%
54% 56% 51%
43% 44% 14% 13%
34% 33% 11%
25% 8% 7%

0% 0%

Africa Asia/Pacific Europe Latin North Africa Asia/Pacific Europe Latin America North
America America America

2010 2009 2010 2009

FOCUS: IR Productivity and Efficiency

Facilitate the access to / distribution of existing info

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 2010 IRGR Highlights
Event Centric Charts, Downloadable Files

Event-centric charts, with

comparisons with main
indexes, peers in
downloadable files.

METRO AG
www.metrogroup.de

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 2010 IRGR Highlights
Social Networks

Social Bookmarking:
linking to main/most
popular social networks
available.

Next steps: not only which network to use,

but how content should be
presented/posted/monitored.

METRO AG
www.metrogroup.de

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 2010 IRGR Highlights
Financial Data
Debt and other BS info breakdown and
evolution

Investors’ Fact Book: easy

to find, interactive
investors’ kit.

K+S Aktiengesellschaft
http://www.k-plus-s.com/en/ir/

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Trend: Are the gaps narrowing?

Is technology creating a level

playing field for IR programs?

Is the narrowing gap (cross sector,

cross region, smaller vs larger cap
companies) observed in past
years still a trend?
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 IRGR Scores x P/E x Mkt.Cap
25,0 5 35,0
Health Care Technology
30,0
20,0 2
1
25,0
3 4 3
Trailing P/E

Trailing P/E
15,0
4 20,0

10,0 15,0
5
2
10,0
5,0
5,0

- -
65,00 70,00 75,00 80,00 85,00 68,0 70,0 72,0 74,0 76,0 78,0 80,0 82,0
IRGR Score - Website Mkt Cap IRGR Score - Website
18,0 Source: Bloomberg, March 2010
3 Utilities
• Small caps, even with smaller
16,0

14,0 1

12,0
2 budgets, can put together an
efficient IR Program with solid
Trailing P/E

5
10,0
results;
8,0 4
6,0 • Global standards convergence is
4,0 likely to prevail over regional or
2,0 industry characteristics.
-
67,0 68,0 69,0 70,0 71,0 72,0 73,0
IRGR Score - Website 20
Questions & Answers