Q: Liquidity Contracts

Liquidity-Provisioning Contracts (Market-Making Contracts) Ensure that investors can always sell and buy your shares at a price that reflects current market conditions. Increase the liquidity of your shares, narrow the bid-ask spread, and reduce the number of trading stops. Mandate a securities dealer to provide bid and ask prices. Buy-Sell Prices, Reporting, Trader Access Client Coverage: fast-growing SMEs, mature SMEs, large Corporations Industry Coverage: all Buy-Sell Prices, Reporting, Trader Access Client Coverage: fast-growing SMEs, mature SMEs, large Corporations Industry Coverage: all Buy-Sell Prices, Reporting, Trader Access Client Coverage: fast-growing SMEs, mature SMEs, large Corporations Industry Coverage: all

Question 1

Liquidity Contracts

Accepted Answer

Liquidity-Provisioning Contracts (Market-Making Contracts)

Ensure that investors can always sell and buy your shares at a price that reflects current market conditions.
Increase the liquidity of your shares, narrow the bid-ask spread, and reduce the number of trading stops.
Mandate a securities dealer to provide bid and ask prices.

Buy-Sell Prices, Reporting, Trader Access
Client Coverage: fast-growing SMEs, mature SMEs, large Corporations
Industry Coverage: all

Buy-Sell Prices, Reporting, Trader Access
Client Coverage: fast-growing SMEs, mature SMEs, large Corporations
Industry Coverage: all

Buy-Sell Prices, Reporting, Trader Access
Client Coverage: fast-growing SMEs, mature SMEs, large Corporations
Industry Coverage: all

Question 2

Investor ID & Targeting

Accepted Answer

Investor ID & Targeting

Manage your company’s share register efficiently and in compliance with the respective legal requirements.
Get to know your company’s shareholders.
Find the gaps in your company’s investor base, identify potential new investors and engage with them.

Know and understand your company’s shareholders, thereby ensuring the desired transparency in your shareholder base.
Manage your company’s share register efficiently.

Computershare is one of the leading providers in the share register business in Switzerland and offers the full range of services for registered shares
Our experienced experts take care of all aspects of register management for issuers – from provision of the IT infrastructure to the recording, administration and maintenance of shareholder data as well as targeted shareholder communications
Computershare manages the share register in compliance with the respective legal requirements and in accordance with the issuer’s statutory guidelines

The management of the share register can either be taken over completely by us (business process outsourcing), run on our servers and operated by our clients (application service providing, also known as Saas) or be managed "in-house" by the clients themselves
As a clearing house partner of SIX Group, we ensure that all transactions relevant to the share register are processed in accordance with the SIS share register system
The basis for this is our Data Service, which is connected to the SECOM banking network via a fail-safe connection

Manage your share register with Sharelog, a high-performance share register software, which is based on ultra-modern technological standards and is regularly updated
All modules of the software are fully integrated and allow you to work without an interface
Sharelog has an electronic connection to SIX SIS and supports AREG data
We manage your shareholder data, make registrations and deregistrations, take care of all bank-related issues and offer extensive reporting

Identify gaps in your company’s investor base.
Identify and engage with potential new investors.

Investor analysis: by analyzing a company's shareholder base and comparing it with peer group companies, Dynamics Group identifies potential investors who are fundamentally interested in the sector and type of company, but who are not yet invested or are underweighted in it
Investor selection: Dynamics Group develops a longlist of potential investors that can be targeted within the scope of investor relations
The analysis is done based on external and proprietary databases

Investor structure: the Investors module provides information on your existing investors
Peer Groups: research who has invested in your peers in order to identify potential future investors
Investor evaluation: evaluate the quality and potential of investors based on data. This enables you to identify relevant investors and manage activities and resources according to your needs

IR SWOT analysis
Perception studies and analysis
Investor base evaluation and targeting of new investors
Investor networking

Question 3

Research Coverage

Accepted Answer

Boost your visibility in the market.
Get covered by professional researchers – many investors only consider companies that have research coverage when they make their investment decisions.
Help investors to conveniently access relevant information, reveal your strengths, and credibly reinforce your commitment to transparency by subjecting yourself to additional scrutiny in the future.

Company Data, Company Evaluation & Outlook, Investment Case, Proprietary Distribution Channel, Analyst Access
Client Coverage: fast-growing SMEs, mature SMEs
Industry Coverage: all

Company data, Company Evaluation & Outlook, Investment Case, Proprietary Distribution Channel, Public Distribution, Analyst Access
Client Coverage: fast-growing SMEs, mature SMEs
Industry Coverage: all

Company Data, Company Evaluation & Outlook, Investment Case, Proprietary Distribution Channel
Client Coverage: fast-growing SMEs, mature SMEs, large Corporations
Industry Coverage: all, specialized in healthcare, industrials and financial services

Company Data, Company Evaluation & Outlook, Investment Case, Proprietary Distribution Channel, Public Distribution, Analyst Access
Client Coverage: fast-growing SMEs, mature SMEs, large Corporations
Industry Coverage: all

Company Data, Company Evaluation & Outlook, Proprietary Distribution Channel, Public Distribution, Analyst Access
Client Coverage: fast-growing SMEs, mature SMEs
Industry Coverage: all except biotech; specialized in industrial sectors

Question 4

Information Hub

Accepted Answer

Get all your questions answered. Don't waste your time browsing the Internet for answers.
Find out how to get the most out of public markets.
Learn about new regulations and market conditions that affect you.

We regularly host expert speakers to give advice and insights on a range of issues.

Keep your knowledge up to date and find out what is required of you as a public company. Take advantage of our e-learning platform in the following areas: ad hoc reporting; corporate governance reporting; disclosure of shareholdings; disclosure of management transactions; insider trading.

Concise overview of all your obligations as an issuer on the Swiss stock exchange.

Extensive guide to everything you need to know as an issuer at SIX Swiss Exchange.

Question 5

Events, Workshops & Networking

Accepted Answer

Stay abreast of all developments relevant to public markets and plan ahead.
Grow your network. Stay ahead by maintaining a close relationship with your peers and key stakeholders.

Our key event wrapping up the most pertinent information relevant to listed companies, providing you with insights and helping you grow your network and stay ahead. Scope: open to all listed companies.

Get insights from expert speakers and grow your network to stay ahead. Scope: open to all listed companies.

The CCR Roundtable promotes the exchange of practical experience, provides insights into the approaches of international experts and supports peer learning. Our central goal is to provide our corporate members with hands-on support in developing their individual solutions.

The Annual Report Symposium is hosted by the Center for Corporate Reporting (CCR) and each year brings together more than 300 decision-makers, practitioners and experts in corporate reporting.

SIX partners with this annual SME investor conference in Zurich to connect the top management of listed companies with small- and mid-cap investors. Scope: open to all listed companies.

schweizeraktien.net is a competence center for Swiss stocks. The aim is bringing more visibility to small-capitalized Swiss equities through regular news coverage, exclusive background reports, workshops and events.

The aim of the program is to update senior executives and board members on regulatory developments and share best practices in corporate governance.

Target audience: board members and leadership teams at listed companies in Switzerland and other Swiss organizations.

For 10+ years wtv. has managed over 1,000 Investor Relations Webcasts per year in Asia, Europe and North America.

wtv. delivers Investor Relations events such as Results Presentations, Capital Markets Days, Investor Days and AGM’s.

Question 6

IR Communications

Accepted Answer

Investor Communication

Enhance your visibility with investors, analysts and the media.
Boost your presence in the market to help you to be seen and heard.
Reveal your strengths.

Develop and implement your company’s corporate communication strategy successfully.
Build high-quality relations with investors, media and the public.
Define and establish concepts for specific communications activities.

With experience from various IPOs and other capital market transactions and M&As, we understand IR as a means of regulated marketing
Strategic and operative communications consulting as well as implementation in the interest of our clients. Hands-on
Experienced in working with banks, lawyers, accountants and other experts and partners at home and abroad
Understanding of economic contexts, entrepreneurial challenges and media landscape conditions
Founding member of GIRAS (Swiss Society of Investor Relations Agencies)

Strategic consulting: equity story development, communication strategy in the capital market, positioning of company and management, capital market-oriented media relations, “ear to the market”
IR management: investor targeting, investor meetings and roadshows, investor and analyst conferences, external IR office
IR tools and channels: presentations, IR websites, annual reports, investor handbooks, general meetings
Transactions: IPO, mergers & acquisitions, capital increases, spin-offs, take-over defense, private equity transactions
Special situations: defense against activist shareholders, proxy fights, crisis management

FGS Global offers worldwide strategic advice in the areas Transaction & Financial Communications, Corporate Reputation & Leadership Strategies, Crisis Management, Government Affairs and Transformation & Change
At its office in Zurich, the team combines global expertise with local know-how and a broad network in Switzerland
FGS Global offers core equity advisory services (IPO communication, equity story positioning, capital markets days, IR advisory & support), sustainability & governance advisory as well as M&A and shareholder activism defense

Strategy: strategic consulting, communication strategy, positioning of company and management, brand communication
Business model/value creation model: concept and development
Conferences and meetings: investor meetings, investor and analyst conferences, annual general meetings
IR touchpoints: presentations/C-level decks, websites, annual reports, investor handbooks

Communication advice and support for capital market processes (M&A, refinancing, IPO, RTO)
Advice on shareholder activism, proxy fights
Strategic advice and implementation of dedicated IR programs (presentations, roadshows etc.)
IR targeting

Investor relations: analysis and implementation of IR concept, sharpening equity stories, roadshows
Communication of financial results: integrated reporting, messaging, presentations, Q&As
National and international transactions: IPOs, M&A, spin-offs, going private
Annual reports: overall coordination, concept and content
Best practice analyses and recommendations: annual reports, value reporting, remuneration reports, sustainability reports, etc.

Owner-managed company for strategic communications consulting
Extensive experience as consultants and corporate communication managers
Consulting and support in all aspects of financial market communications (incl. equity story, financial reporting, shareholder activism, special and crisis situations)
Communications support for capital market transactions (IPO, M&A, equity and debt capital raising, going private)
Media relations, preparation for appearances before media, investors, analysts

Lutz PR advises and supports clients in developing and implementing their communication strategy
Our track record includes IPOs, M&A, corporate transactions, ad hoc publicity and regular reporting obligations for SMEs
Industry Coverage: all

Tolxdorff Eicher, founded in 2000, is a consulting firm specialized in investor relations
We serve companies in various sectors listed on Swiss stock exchanges and some non-listed Swiss companies
We develop tailor-made IR strategies and support clients in all aspects of their stock exchange listing
We are specialists in IPO, M&A transactions, restructurings and special situations
Our partners have many years of professional experience in IR, investment banking and in-depth knowledge of capital markets and media relations

Develop a concept for your company’s digital communication and implement it.
Efficiently manage your company’s IR website and social media accounts.
Conceptualize, plan and implement campaigns on digital channels.

We help you design your website so that investors and other stakeholders can quickly find the information that is relevant to them
Support with website structuring, design, copywriting and maintenance
Established partnerships for technical issues and programming
For social media, we help you clarify the relevant target groups and their channels, support you in creating publication guidelines, in editorial planning, in editorial implementation and in reacting to critical situations

Offer your investors added value through professional online communication with the use of industry-leading tools and deliver interactive experiences
All our tools work as stand-alone solutions that your team can implement on your website
You can also place the complete care of your IR website in our hands to get a complete IR website featuring a full package of our tools
Easy integration into your corporate website by reproducing your existing corporate branding

Reporting assessment: analysis and development of target group optimized strategies and best practice analysis
Conception, design, development and implementation of websites (IR, reporting)
Structuring and development of content and management of the channels

Development and implementation of concepts for digital communication as part of corporate communications
Conception and implementation of specific campaigns on digital channels, especially for events and conferences
Identification of influencers / influencer mapping
Issue management on digital platforms
Social media monitoring as well as setting up and maintaining your own blogs

Conception and design of websites (IR, reporting)
Design and preparation of visual elements (images, graphics, fact sheets)
Best Practice analysis

Development and implementation of IR and corporate websites
Analysis and development of target group optimized strategies
Structuring and development of content and management of the channels

Develop a concept for and create your company’s annual, sustainability or integrated report.
Capture your company’s essence with a unique design while fulfilling all regulatory requirements.

The CCR categorizes the constantly changing requirements of stakeholders by anticipating and evaluating trends, conducting research on topic-specific questions and offering an unbiased second opinion for corporate members
The CCR conducts analyses of annual and sustainability reports and formulates concrete recommendations for action and potential for improvement - based on the increasingly diverse stakeholder needs
The CCR has accompanied numerous companies on their way to an integrated report

Content concepts and support in the implementation of the content for various reports and brochures
Ghostwriting of reports from Board of Directors and Executive Board
Editorial support for business, regulatory and marketing-related content
Design concepts and creative implementation for electronic and print reports

Best Practice and benchmarking analysis
Overall concept, storyline und definition of topics based on the target positioning of the company, detailed structure of content
Information research (desk research, interviews with company representatives) and text editing
Project coordination
Visual concept, design and pre-press

Development and implementation of communication strategy
Conception, design, development and realisation of Integrated Reports and Annual Reports
Structuring and development of content

Development and implementation of communication strategies
Strategic advice and support for all reporting activities (messaging, reports, presentations)
Media and presentation training

Communication of financial results: messaging, presentations, Q&As, etc.
Annual reports: overall coordination, concept, and content
Sustainability/ESG reports: overall coordination, concept, and content
Integrated reporting
Best practice analyses and recommendations: annual reports, value reporting, remuneration reports, sustainability reports, etc.

Management Digital Data is an independent Swiss system and software developer who specializes in digitalizing all kinds of corporate reports
The MDD Platform, a modern software-as-a-service (SaaS) solution, optimizes your processes for finance, sustainability and regulatory reports to cover various output formats such as digital, (i)XBRL or PDF
Our MDD Service provides you with individual and personal support at any time, regardless of the output format

Consulting, conception, design and preparation of corporate reports incl. project management/lead
Development of text and story boards
Benchmark analysis on various aspects of corporate reporting, e.g. management report, CEO letter, value reporting
Consulting on current policies, guidelines and standards e.g. TCFD, GRI, Integrated Reporting, ESG

Development of communication strategies
Conception and development of Integrated Reports and Annual Reports
Structuring and development of content

Tailor your ESG and compensation reporting towards your stakeholders and develop targeted communication tools
Integration of the ESG and compensation reporting, taking into consideration your individual needs, shareholder and other stakeholder expectations, Swiss legal requirements and developments in international regulation
Develop a reporting that is meaningful to the outside and reflective of your individual case

Conception and realization of annual reports, interim reports and summaries thereof
Preparation of shareholder letters, management reports, corporate governance reports, compensation reports
Preparation of ad-hoc media releases
Preparation of investor presentations
Regulatory reporting to SER on behalf of our clients

Host interactive webinars and events for virtual and in-person audiences.
Effectively convey your company's message to your target audience, wherever they may be.

Chorus Call’s Webcast and Teleconferencing services are tailored to Investor Relations calls and announcements
Broaden your audience, deliver HD audio and video to the web in conjunction with your Conference or Teleconference
Communicating via the web is a powerful way to ensure your message reaches as many people as possible in cost-effective high-tech distribution
Our premium assistance and top of the line platforms allow you to exert the most out of every event

Proactive and transparent communication to existing and potential investors
Audio Webcasts: an integral part of every IR strategy with easy access, active participation, live or on-demand
Video Webcasts: setting standards in your investor communication

Our offer: high quality and flexible video conferencing and streaming platforms including on-site production
Hosted on servers in Switzerland
Individual branding and different security levels possible
Areas of application: press conferences, general meetings and hearings

Hold your company’s annual general meeting in a hybrid or virtual manner while meeting all legal requirements.
Broadcast your company’s entire annual general meeting with an audio or video webcast.
Ensure digital voting and proxy authorization.

Deliver top of the line interaction and keep your shareholders close to you using our Virtual Annual General Meeting services
Reach your peers in every corner of the world and gather important feedback through our LiveFeedback and VideoQ&A services
Personalized customization and branding of your pages on our platforms
Full administration and professional support provided by our experts, to make sure only invited people can attend
Maximum confidentiality, protection and processing of your data. It all stays in Switzerland

Using Computershare’s reliable tried-and-tested wireless voting system, shareholders can vote electronically on all agenda items
On our platform, shareholders get access to content and additional information about the company – questions and comments (Q&A) can also be submitted
In addition, we offer the possibility to integrate a webcast in the virtual general meeting

Hold your annual general meeting completely digitally
Meet all legal requirements
Digital voting and proxy authorization (optionally also by postal vote)
Video and audio broadcast of the entire AGM
Online Q&A tool, for shareholder questions also during the annual general meeting (optional)

Conception and realisation of annual general meeting – physical, digital or hybrid
Conception, design and realisation of C-Level Decks
Video and audio broadcast of the entire AGM
Online Q&A tool, for shareholder questions also during the annual general meeting

Our offer: secure and proven online platform for virtual and hybrid GMs including on-site production
Online and live voting
Integration of written and online instructions
Including streaming via CH server and virtual speaker counters
Developed and hosted in Switzerland

Organize and hold your company’s annual general meeting efficiently.
Manage invitation and registration processes securely.
Ensure a smooth execution of the voting process.

When organizing the general meeting, Computershare supports issuers individually and tailored to their needs: from the planning of activities and to the printing and timely dispatch of documents in compliance with statutory deadlines
Using our proven and reliable wireless radio system and the electronic remote voting system (VegüV-compliant), voting instructions are processed electronically – we also take care of the administration of proxies and the preparation of evaluations
Computershare also organizes the electronic admission control and manages the shareholders' desk and the accounting office

Conception and realisation of annual general meeting – physical, digital or hybrid
Conception, design and realisation of C-Level Decks
Video and audio broadcast of the entire AGM
Online Q&A tool, for shareholder questions also during the annual general meeting

Complete range of services and solutions for your annual general and delegates‘ meeting
From invitation to access control and live voting
Proven solutions for written and online instructions
Over 15 years of experience in supporting general meetings

Support in the organization of general and extraordinary shareholders’ meetings
Support in writing the invitation to the shareholders’ meetings
Preparation of the AGM presentation and speeches and coordination with the legal advisors of the AGM
Ensure that ad hoc rules are followed during the AGM and preparation of the media release with the AGM results
Ensure that all necessary stock exchange reporting requirements are met in a timely manner

Optimize the management of your relationships with investors, analysts and the media.
Ensure that your communication is reliable, trustworthy and consistent.

Data science solutions and quantitative reporting tools for process optimization and quality assurance in the field of ad hoc publicity including the assessment of share price-sensitive events, benchmarking with peers, keeping track over time, and monitoring best practices for investor communications
Training, workshops, and advisory
Client Coverage: All listed companies
Industry Coverage: All

Question 7

Gain More Visibility

Accepted Answer

Enhance your visibility with investors, analysts and the media.
Boost your presence in the market to help you to be seen and heard.
Reveal your strengths.

Featuring Baader Helvea, UBS, Zürcher Kantonalbank, Finanz und Wirtschaft and SIX. This program lets you increase your visibility among essential capital market stakeholders through services such as research coverage and factsheet creation.

Our consolidated calendar aggregating corporate events across issuers. Let investors know about your upcoming events.

SIX partners with this annual investor conference in Zurich to connect the top management of listed companies with small- and mid-cap investors.

schweizeraktien.net is a competence center for Swiss stocks. The aim is bringing more visibility to small-capitalized Swiss equities through regular news coverage, exclusive background reports, workshops and events.

Get the Most out of Public Markets

Service Categories

Information Hub

Events, Workshops & Networking

Gain More Visbility

Research Coverage

Liquidity-Provisioning Contracts (Market-Making Contracts)

Investor Communication

Investor ID & Targeting