Name: SIX Swiss Exchange AG
Price range: $

Description	The IR presentation is the basis for all contacts with investors, whether these are in the form of one-on-one meetings, a roadshow, or an investor presentation It describes in concentrated form the strategy, the activities, and the financial situation as well as the path by which the strategic objectives are to be achieved
Purpose	As one-on-one meetings, roadshow, and investor presentation
Occasion	As one-on-one meetings, roadshow, and investor presentation
Content	As one-on-one meetings, roadshow, and investor presentation
Tips	A good IR presentation starts with a good, compact description of the company. What are the USPs of the services and products? This often gets ignored. Place the result of the current period in the medium-term trajectory. Connect the net income to the overall result and cash flow. Present the upcoming milestones and, if possible and sensible, their potential influence on the assessment.

Doʼs (Maxim: «Less Is More»)	Donʼts
Link the reporting period to implementation of strategy	1st slide crammed with highlights from the financial year
Description of the products and the competitive advantages	Description of the company that is simple or too detailed
Description of the markets/customer segments	Description of the organization (segments)
Important changes in customer requirements and internal response to these	Simple mention of the internal decision: «Opening/closure of the ABC site»
Where are the products and the company heading in the medium term. Do earlier targets still apply?	Precise outlook for the next 3–6 months (instead of ranges)
Key financial figures from the past period and reasons for deviation from the norm/target	Simple comparison with reference period
Presentation of the historical value added	Comments on valuation or share price
Explanations on cash flow and net income	Assumption that annual report is enough for this
Inclusion of sustainability aspects

The perfect IR presentation, Source: Schroders

6.4 IR Presentation