Transforming Investor Days with Video 

31 min read

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Investor days are pivotal events for companies to strengthen their brand and communicate future plans to current and future investors. These events offer a direct platform to engage with investors, providing insights into the company’s strategic direction and performance.  

While they are not mandatory, hosting an investor day is now widely regarded as a best practice, with many investors expecting companies to hold such events at least every other year. This expectation underscores the value placed on transparency and direct communication in the investor community. 

However, it’s essential to present information in a way that engages stakeholders and respects their attention spans. Delivering concise and engaging presentations is key to maintaining investors’ attention and ensuring they retain key messages. 

The Power of Video in Investor Days 

So, how do you present financial, strategic, and operational information concisely and engagingly? The solution is surprisingly simple: videos. Let’s face it, we all prefer to watch and learn rather than sit through endless slides and speeches. 

In this blog, we’ll explore the importance of investor days, the benefits of using video for these events, and how to incorporate effective video into your presentations. We’ll also look at the future of video for investor days, helping you stay competitive and maintain stakeholder interest in your company. 

The Importance of Investor Days  

Investor days are pivotal events where companies showcase their financial health, strategic vision, and prospects to investors. 

These events are crucial for building trust and securing investment. In fact, data shows that companies which held at least one investor day between 2017 and 2019 achieved a median shareholder return that was 18 percentage points higher than their sector average over the same period. This significant out-performance highlights the potential benefits of effectively engaging with investors through these events. 

However, making these events engaging can be challenging. Traditional presentations often cannot capture the audience’s attention, leading to missed opportunities.  

Other challenges typically include:  

  • Lack of Interaction: Traditional formats often lack interactive elements, which can cause passive listening and reduced engagement. 
  • Monotony: Repetitive slides and lengthy speeches can become monotonous, causing investors to lose interest.  

Ultimately, this can cause disengagement and a less favourable impression of the company, affecting investor confidence and support.   

Remember, investors see countless pitches and have numerous options. In fact, only 1% of pitch decks succeed in acquiring funds. To secure their support, your pitch must be memorable and distinctive 

Using Video for Investor Days 

To overcome the challenges of traditional Investor Day presentations, incorporating videos can be a game-changer. Videos can transform these events, making them more engaging, interactive, and memorable.   

 How Can Video Be Used in Investor Days? 

  • Timeline Video: A timeline video showcases the history of the business, highlighting key milestones, staff and location growth, significant deals, and assets under management (AUM). This type of video provides a comprehensive overview of the company’s journey and achievements. 

For example, we created this timeline video for our client Park Square, which effectively illustrates their growth and major accomplishments over the years, making it easier for investors to understand and appreciate their progress.

  • Promo Film: A short promotional film can attract potential or existing investors to the Annual General Meeting (AGM). This film serves as a teaser, generating interest and excitement about the event. 

For instance, we created an AGM promo film for Prudential to generate excitement and attract potential investors. 

  • Kick-off Film: Starting the day with a high-impact short film can set the tone for the investor day. This film encourages attendees to take their seats and introduces the key themes for the day, ensuring everyone is engaged from the outset.

For example, check out our European Partners Event Film for Deloitte, which effectively set the stage for the event, highlighting key themes and energising the audience right from the start.

  • Strategy Films: These films often include a mix of interviews, live action, or stock footage. They can cover overarching strategies or focus on specific funds or themes. Popular themes for strategy films include environmental, social, and governance (ESG), and diversity and inclusion (D&I). These films provide in-depth insights into the company’s strategic direction and initiatives. 

For example, check out the strategy film we created for AerCap using a mixture of live-action filming and animation to communicate their unique story strategic vision.  

 

What Are Benefits of Video for Investor Days? 

Engagement  

Investors are often inundated with countless presentations filled with strategic and financial updates. Video content, being inherently more engaging than text or static images, can break through this monotony. Instead of sitting through endless slides, videos captivate the audience, ensuring they remain engaged and interested throughout the presentation. 

Retention of Information 

This engagement is crucial for being remembered. Videos transform mundane presentations into compelling stories about your company. Facts may be forgotten, but stories are repeated. By turning your pitch into a story, you can etch your company into the investors’ minds. After all, viewers remember 95% of a message when delivered by video, but only 10% when delivered by text. 

Clarity

Financial information can be complex and difficult to understand. Animations and visual aids simplify these complexities, making it easier for investors to grasp key points.  

For example, check out our client video for Embark Group. This video effectively communicates top-level facts in an engaging way, using animations and visual aids to simplify complex information. By making the content easy to understand and visually appealing, it builds interest, encouraging viewers to want to access the full report online. 

Trust

Trust is the centre of all financial transactions. According to the CFA Institute, trust is especially important for investment management, as client outcomes manifest over a future horizon. Video provides a more personal and transparent communication channel. For example, videos featuring company executives allow investors to see and hear directly from the leadership, building trust and credibility. Investors are more likely to invest in a company they feel connected to, and video helps foster that connection. 

Accessibility

One of the significant advantages of video is its accessibility. Videos can be accessed anytime, anywhere, allowing investors to review the content at their convenience. This flexibility ensures that your message reaches a broader audience, including those who couldn’t attend the live event. 

This article continues below. Keep reading for more insights.

Ready to transform your investor days with engaging and impactful video content?

Contact us today to discuss how we can elevate your investor communications.

A Case Study: How Can You Use Video for Investor Days? 

Client: Hayfin Capital Management  

 We have had the pleasure of creating numerous videos for Hayfin, helping them transform their Investor days into highly engaging and memorable events. If you’re looking to elevate your own Investor Days but aren’t sure where to start, here are three examples of what we did for Hayfin:  

  • Kick-off/ Event film  

 This film addressed critical topics like environmental protection and social justice, showing how Hafin integrates these considerations into their investment decisions. By combining talking head interviews with key stakeholders and engaging animations, the film effectively illustrated these themes. The talking heads added authenticity and clarity, while the animations made complex concepts visually engaging. This approach set the tone of the event by introducing Hafin’s commitment to responsible and ethical investing.

  •  Strategy Film 

Another impactful project was a strategy film that delved into Hayfin’s core values of diversity and inclusion. This film highlighted how these values are integral to Hayfin’s business strategy and operations. 

3. Promo Video 

We created a promo video that summarised the essence of the AGM event. This video served as a teaser, generating excitement and anticipation among investors. 

Conclusion  

Incorporating video into your investor days can revolutionise the way you engage with your stakeholders. By making your presentations more engaging, memorable, and accessible, you can build stronger connections with your investors and stand out in a competitive market.  

Embrace the power of video to transform your investor days into dynamic, impactful events that leave a lasting impression. 

Ready to elevate your investor days? 

Book a call with our Creative Strategy Partner today, and we can help you transform your investor communications.. Our team of experts will work closely with you to craft compelling video content that concisely communicates your company’s strategic direction and performance, ensuring your message is delivered with clarity and impact.  

Check out our previous work to see how we’ve helped companies like yours achieve their communication goals. You can also read testimonials from our satisfied clients to learn about the positive outcomes and effectiveness of our approach. 

Want To Keep Reading? 

If you’re interested in how video is used by financial services and the most effective video types for these services, read our blog where we answer the 5 most commonly asked questions about video production for financial services. 

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