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Bloomberg
04-08-2025
- Business
- Bloomberg
Elevating Investor Relations: Evolving tools for corporate intelligence
Welcome to Elevating Investor Relations, Bloomberg's series on the evolving role of corporate investor relations. As the amount of data density available to any organization increases exponentially with time, so too does the challenge of drilling down into it to find strategically actionable insight. In this article, we will explore how to leverage this data as a source of competitive edge for investor relations (IR) teams. From insight to influence For a modern IR team, deriving an edge from data means more than just knowing which investors are buying or selling their company's stock: it means having a firm grip on exactly what competitors and peers are doing and saying, whether that's the details from their latest figures or the finer points from a potentially disruptive product launch. Not only can that intelligence go to inform their company's future disclosures and pre-empt the questions that investors will ask at the next opportunity, but it can be fed back into internal channels to drive better strategic making and improve IR's standing. A recent survey of IROs by the Canadian Investor Relations Institute (CIRI) found this aspect of the role has grown to be a recognized part of the IR team's mandate, with 95 percent of IROs reporting that they regularly gather information on their company's market competitors. Nearly two thirds of IROs report that their intelligence-gathering effort feeds senior management's strategic discussions and decision-making, while 61 percent say it informs IR strategy and 22 percent regularly provide competitive intelligence to board members. Legacy of insight Notably, the notion of having competitive intelligence to operate from is nothing new. Competitors have been seeking any information they can get their hands on to achieve a competitive advantage over their rivals for as long as the marketplace has been open. In the history of public companies, competitive intelligence took on a more structured form in the 20th century, when companies founded dedicated market research departments to collect and analyze information about not just their own customer preferences. By 1983, Motorola CEO Bob Galvin had established one of the world's first formal corporate competitive intelligence divisions, which produced a 'steady stream of well-sourced intelligence analyses on competitors' moves, industry and market evolution, and technology trends', according to the Journal of US Intelligence Studies. Smarter tools Today, the rise of data and the tools to extract insights are helping companies keep up real-time monitoring of their competitors and market dynamics. For IROs, who are already so plugged into what the market says and feels about their organizations (and about their rivals), the continued evolution of competitive intelligence can help them drive those decisions first-hand. While common sources of intelligence include external databases, competitors' publications and other market data, advanced corporate finance tools can give issuers even deeper insights that skilled IROs can readily turn into new sources of edge above their peers and rivals. These tools include: Customer relationship management (CRM) tools – on a simple level, these allow IR teams to keep track of their investors, the meetings they have held with them and any notes they want associated. These are increasingly being fed into by other data tools to create fuller investor profiles, including relevant analyst information, driving factors behind their buy or hold decisions and much more. Real-time market analytics – fetching information from the markets in real-time, whether concerning your own companies, those in your immediate peer group or those further afield. Analysis using these tools is becoming increasingly sophisticated, with platforms like Bloomberg's terminal allowing IR teams to analyze how companies rank or key metrics like earnings, fair value estimates or ESG performance, and compare performance across individual business lines or CSR initiatives. Stock surveillance – using market data to monitor critical market movements and emerging trends actively, as they occur, to allow IR teams to oversee strategic responses, or to help further hone their outgoing market communications for maximum impact. Investor targeting – using this same real-time data to give insights into the buy-side's biggest institutions, allowing IR teams to see which investors might make a good match for them. Tools like the Bloomberg Terminal allow you to see who owns your stock and peers, track what they're trading and follow corporate activism and proxy votes. Analyst insights – taking stock of the sell-side's research, estimates and recommendations to both identify any deviations between what an analyst says and what a company's reality is, or giving IR teams the power to identify any weak points in their messaging and derive measures to counteract them. The Bloomberg Terminal allows IR teams to compare recommendations side-by-side and refine by price target, period, total return rankings and more. Data visualization – to augment this powerful suite of tools, many IROs use powerful charting software to visualize key data and help present it to various stakeholder audiences, whether that's getting internal buy-in from senior management or presenting granular insights to investors and analysts to help drive their understanding of their companies. To see how leading IR teams drive excellence through storytelling, click here. Each of these tools can help IR teams drive competitive edge on their own, but when combined – with comparable data able to be shared between them – IR professionals are put in the driving seat, able to make strategic decisions with the data they need to back it up. How can we help?
Yahoo
24-06-2025
- Business
- Yahoo
CIRI Announces 2025 Annual General Meeting Voting Results
TORONTO, June 24, 2025 (GLOBE NEWSWIRE) -- The Canadian Investor Relations Institute (CIRI) is pleased to report that, at its Annual Meeting of Shareholders held on June 19, 2025, 15 nominees were elected as Directors. Scott Parsons, Senior Vice President, Corporate Development & Investor Relations, Alamos Gold Inc., was appointed Chair for a two-year term, and Adam Borgatti, Senior Vice President, Corporate Development & Investor Relations, Aecon Group Inc., was appointed Past Chair for a one-year term. 'Scott's blend of capital markets, investor relations and corporate development experience will be beneficial as CIRI responds to the evolving needs of investor relations professionals. His expertise, coupled with his strong leadership skills, will serve CIRI well as we continue to advance the stature of the profession,' commented Adam Borgatti, Past Chair, CIRI Board of Directors. Scott Parsons, Chair, CIRI Board of Directors, commented: 'I am very excited to be taking on the role of Chair. With the support of Nathalie and the rest of this talented and diverse Board, I look forward to contributing to CIRI's strategic direction, continuing to raise the awareness of investor relations in Canada and further promoting CIRI's mandate to contribute to the transparency and integrity of the Canadian capital market.' Scott Parsons is joined by four new Directors: Annemarie Brissenden, Director, Investor Relations, Refined Substance.; Brenda Dayton, Vice President, Investor Relations, Bunker Hill Mining Corporation; Stacey Pavlova, Vice President, Investor Relations & Communications, Faraday Copper Corp.; and Sarah Zapotichny, Vice President, Western Canada, Peterson Capital. 'It gives me great pleasure to announce that four accomplished individuals – Brenda, Annemarie, Stacey and Sarah – will be joining the CIRI Board. They bring extensive investor relations and capital markets expertise that will be an asset to the organization as we work together to advance the investor relations profession,' commented Scott Parsons, Chair, CIRI Board. Annemarie Brissenden is an experienced investor relations professional and accomplished communicator who is passionate about empowering shareholders to make educated investment decisions. Over the past 25 years as an investor relations professional, she has played lead roles in several financings, an initial public offering and a spin-out. She has advised on shareholder activism, rebranded several public companies and worked on a transformative corporate merger. Annemarie is currently a member of CIRI's Issues Committee, contributes to CIRI's IR leader publication, and has served on two not-for-profit boards. She is a Certified Professional in Investor Relations (CPIR) and has a degree in English Literature (with Distinction) from McGill University. Brenda Dayton is an accomplished executive with experience in corporate governance, communications and investor relations within the mining sector. Currently, Brenda serves as Vice President, Investor Relations at Bunker Hill Mining Corp., where she develops and executes marketing strategies to enhance the company's visibility and market recognition, and manages direct communications with shareholders, stakeholders and media organizations. Brenda holds a Bachelor of Arts degree from the University of Calgary, where she received the Charles S. Noble Leadership Award and the Outstanding Graduate Award. She has completed advanced studies in negotiation, mining, capital markets and corporate governance, including the Canadian Securities Course and the Women Get on Board – Getting Board Ready Program. Stacey Pavlova is a finance professional with 15 years of experience in the mining industry, specializing in investor relations, corporate communications, finance, and metal sales. She is currently Vice President, Investor Relations and Communications at Faraday Copper Corp., a TSX-listed exploration company advancing its flagship Copper Creek Project in the United States. In this role, Stacey leads the company's strategic communications and investor engagement, supporting capital markets initiatives and corporate growth. Stacey serves on the Board of Directors of NiCAN Ltd., a TSX-V listed nickel exploration company, and has held several leadership roles with the Canadian Investor Relations Institute, including Board Member, Audit Committee Member, and Chair of the British Columbia Chapter. She holds the Chartered Financial Analyst designation and earned her Master's in Finance from the University of Denver. Sarah Zapotichny has over 20 years of experience in investor relations and corporate communications. In her current role as VP of Western Canada at Peterson Capital, she provides capital markets retail advisory to public companies across a diverse range of industries. Sarah holds a BA (Hons) in Criminology and Psychology from Simon Fraser University and has specialized training in Mediation and Third-Party Intervention from the Justice Institute of British Columbia. She has also completed the Canadian Securities Course (CSC) and the Certified Professional in Investor Relations (CPIR) program from the Rotman School of Management. Sarah serves as Chair of the Canadian Investor Relations Institute (CIRI), Alberta Chapter, where she champions excellence in investor relations and is deeply committed to mentoring the next generation of business leaders. The following 15 individuals will serve as Directors of CIRI: Adam Borgatti, CFA, CPIR, ICD.D Senior Vice President, Corporate Development & Investor Relations, Aecon Group Inc. Annemarie Brissenden, CPIR Director, Investor Relations, Refined Substance Brenda Dayton Vice President, Investor Relations, Bunker Hill Mining Corporation Bruno Di Genova, MBA Vice President, Sales, Digicast David Frost, LLB Partner, McCarthy Tétrault LLP Kevin Hallahan, CPA, CMA Vice President, Marketing & Investor Relations, Linamar Corporation Claire Mahaney, CFA Vice President, Investor Relations & ESG, Primaris Real Estate Income Trust Jennifer McCaughey, Director, Investor Relations, Calian Group Ltd. Nathalie Megann, CPIR, ICD.D President & CEO, CIRI Scott Parsons, CFA Senior Vice President, Investor Relations & Corporate Development, Alamos Gold Inc. Stacey Pavlova, CFA Vice President, Investor Relations and Communications, Faraday Copper Corp. Mahsa Rejali, MBA Vice President, Corporate Development & Investor Relations, Cineplex Inc. Quentin Weber, CPIR Senior Advisor, Investor Relations, WSP Global Inc. Ann Wilkinson Vice President, Investor Relations, Mineros SA Sarah Zapotichny Vice President, Western Canada, Peterson Capital The Board looks forward to engaging with fellow members and continuing to deliver value through professional development events, resources, networking opportunities and issues education and advocacy. Curtis Pelletier, Director, Investor Relations, Graham Corporation, is retiring from the Board. Curtis has dedicated his time volunteering for the organization and has made a tremendous contribution. 'I want to thank our outgoing Board member – Curtis Pelletier – for his active involvement on the CIRI Board. He has been instrumental in advancing CIRI's mandate, and his counsel will be missed,' said Scott Parsons, Chair, CIRI Board of Directors. About CIRICIRI is a professional, not-for-profit association of executives responsible for communication between public corporations, investors and the financial community. CIRI contributes to the transparency and integrity of the Canadian capital markets by advancing the practice of investor relations, the professional competency of its members and the stature of the profession. With over 300 members and four Chapters across the country, CIRI is the voice of IR in Canada. For further information, please visit For further information, please contact:Nathalie Megann, CPIR, & CEOCanadian Investor Relations Institute(416) 364-8200 ext. 101nmegann@ in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
29-05-2025
- Business
- Yahoo
OSC Edge Achieves Perfect Score on CMMC C3PAO Level 2 Assessment
Premier IT Solutions Provider Demonstrates Unwavering Commitment to Cybersecurity Excellence ATLANTA, May 29, 2025--(BUSINESS WIRE)--OSC Edge, a leading provider of engineered IT solutions for defense and federal agencies, proudly announces it has achieved a 100% score on its Cybersecurity Maturity Model Certification (CMMC) Level 2 assessment as a Candidate Third-Party Assessment Organization (C3PAO). This milestone underscores OSC Edge's dedication to delivering secure, mission-critical solutions for the Department of Defense (DoD) and federal clients. The flawless assessment validates OSC Edge's robust cybersecurity framework, built on secure-by-design systems engineering, NIST SP 800-171 and SP 800-53 governance, and advanced technical controls like endpoint protection, SIEM, and encrypted communications. This achievement positions OSC Edge as a trusted partner for DoD contractors navigating CMMC compliance. "This perfect score is a testament to our team's expertise and commitment to securing our nation's most critical missions," says Tiffany Bailey, CEO of OSC Edge. "We're proud to set the standard for cybersecurity excellence and support our clients with unparalleled solutions." "This achievement reflects years of disciplined processes and a culture of security-first innovation," adds Corey Ogletree, PMP, CISSP-ISSEP, ITIL, GCIH, Director of Information Technology and Cybersecurity at OSC Edge. "Our team's work ensures DoD partners can trust us to deliver compliant, resilient IT environments." The assessment success highlights the collaborative efforts of OSC Edge's cybersecurity team, including Peter Shoars, Kenyatta Jabbar, Neel Patel, and Jatin Gohil, alongside strategic guidance from Lee Hendrickson, Jim Spencer, Skeeter Lieberum, Jina Hardy and Romain Nowakowski. Their work ensures OSC Edge's processes are repeatable, auditable, and aligned with DoD's highest standards. As a mission-focused company, OSC Edge continues to drive innovation in cybersecurity, cloud, and infrastructure, supporting critical initiatives like the Air Force's Base Infrastructure Modernization (BIM) program. About OSC Edge OSC Edge is a wholly owned subsidiary of Cook Inlet Region, Inc. (CIRI), an Alaska Native Corporation proudly owned by over 9,400 Shareholders. CIRI is one of 12 land-based Alaska Native regional corporations created by the Alaska Native Claims Settlement Act (ANCSA) of 1971 and benefits Alaska Native people who had ties to the Cook Inlet region and beyond. Learn more at View source version on Contacts Rebekah TopazMarketing Manager214-662-9697rtopaz@ Sign in to access your portfolio
Business Wire
29-05-2025
- Business
- Business Wire
OSC Edge Achieves Perfect Score on CMMC C3PAO Level 2 Assessment
ATLANTA--(BUSINESS WIRE)--OSC Edge, a leading provider of engineered IT solutions for defense and federal agencies, proudly announces it has achieved a 100% score on its Cybersecurity Maturity Model Certification (CMMC) Level 2 assessment as a Candidate Third-Party Assessment Organization (C3PAO). This milestone underscores OSC Edge's dedication to delivering secure, mission-critical solutions for the Department of Defense (DoD) and federal clients. 'This perfect score is a testament to our team's expertise and commitment to securing our nation's most critical missions,' says Tiffany Bailey, CEO of OSC Edge. Share The flawless assessment validates OSC Edge's robust cybersecurity framework, built on secure-by-design systems engineering, NIST SP 800-171 and SP 800-53 governance, and advanced technical controls like endpoint protection, SIEM, and encrypted communications. This achievement positions OSC Edge as a trusted partner for DoD contractors navigating CMMC compliance. 'This perfect score is a testament to our team's expertise and commitment to securing our nation's most critical missions,' says Tiffany Bailey, CEO of OSC Edge. 'We're proud to set the standard for cybersecurity excellence and support our clients with unparalleled solutions.' 'This achievement reflects years of disciplined processes and a culture of security-first innovation,' adds Corey Ogletree, PMP, CISSP-ISSEP, ITIL, GCIH, Director of Information Technology and Cybersecurity at OSC Edge. 'Our team's work ensures DoD partners can trust us to deliver compliant, resilient IT environments.' The assessment success highlights the collaborative efforts of OSC Edge's cybersecurity team, including Peter Shoars, Kenyatta Jabbar, Neel Patel, and Jatin Gohil, alongside strategic guidance from Lee Hendrickson, Jim Spencer, Skeeter Lieberum, Jina Hardy and Romain Nowakowski. Their work ensures OSC Edge's processes are repeatable, auditable, and aligned with DoD's highest standards. As a mission-focused company, OSC Edge continues to drive innovation in cybersecurity, cloud, and infrastructure, supporting critical initiatives like the Air Force's Base Infrastructure Modernization (BIM) program. About OSC Edge OSC Edge is a wholly owned subsidiary of Cook Inlet Region, Inc. (CIRI), an Alaska Native Corporation proudly owned by over 9,400 Shareholders. CIRI is one of 12 land-based Alaska Native regional corporations created by the Alaska Native Claims Settlement Act (ANCSA) of 1971 and benefits Alaska Native people who had ties to the Cook Inlet region and beyond. Learn more at
New Indian Express
09-05-2025
- Business
- New Indian Express
CIRI score: Corporate India sharpens its approach to risk with level 65
CHENNAI: Indian enterprises are no longer merely weathering turbulence—they are building systems designed to thrive in it. The fifth edition of the Corporate India Risk Index (CIRI) 2024, developed by ICICI Lombard in collaboration with Frost & Sullivan, reveals a sharper, more mature approach to risk. The CIRI score has risen to 65 in 2024, up from 64 in 2023, signaling enhanced risk management across sectors. This modest yet meaningful uptick reflects a broader transformation in how businesses are responding to geopolitical instability, economic slowdowns, AI-driven disruption, and domestic uncertainties—including those related to the upcoming national elections. In this evolving landscape, Indian corporates have not just adapted—they have excelled. In 2024, nine industries achieved 'Superior Risk Index' status. Companies in sectors such as Pharmaceuticals, Healthcare, BFSI, and Manufacturing embedded resilience into their core strategies, turning volatility into a catalyst for innovation and growth. 'This year's findings clearly show that Indian companies are no longer reacting to risk—they are managing it better,' said Sandeep Goradia, Chief - Corporate Solutions, International & Bancassurance at ICICI Lombard. This progress is evident in the improved Corporate India Risk Index. Despite growing challenges, this upward trend reflects a deliberate move toward stronger risk mitigation frameworks. Organizations are embracing long-term resilience strategies, where artificial intelligence, sustainability, and digital agility are increasingly foundational to business planning, Goradia added. AI and Sustainability Lead Risk Strategy Artificial Intelligence emerged as the defining trend of 2024. From predictive analytics in BFSI and manufacturing to AI-powered diagnostics in healthcare and autonomous systems in automotive, companies are leveraging AI to enhance both efficiency and foresight. However, this shift has also brought new vulnerabilities related to data privacy, cybersecurity, and ethical governance. In response, many sectors have strengthened compliance mechanisms and invested in AI-specific risk mitigation strategies. Cybersecurity fortification and sustainability initiatives also emerged as dominant themes shaping corporate risk priorities. Even as external pressures—from national elections and geopolitical unrest to tariff wars and oil price volatility—increased exposure levels, Indian companies responded with more predictive, disciplined, and future-focused risk management practices, driving measurable improvements in resilience. According to Aroop Zutshi, Global President and Managing Partner at Frost & Sullivan, the evolution of India's risk culture is not just visible—it is transformative. 'We are witnessing a decisive shift from reactive risk management to proactive risk intelligence, where anticipation, agility, and strategic foresight are now central to business resilience,' he noted. The steady rise in the Risk Management Index reflects greater board-level engagement, stronger governance frameworks, and a growing emphasis on scenario-based planning. This evolution marks a strategic reimagining of resilience—not just as a defensive measure, but as a driver of sustainable growth and long-term competitiveness.
