STRATEGIC INVESTOR RELATIONS & COMMUNICATIONS SPECIALISTS

We are a team of investor relations and stakeholder communications experts who assists clients to position themselves optimally to attract investors. We achieve this through comprehensive, balanced disclosure of our clients' unique investment proposition, strategy and financial results which we communicate through a variety of channels, including regular contact with a wide but carefully targeted investor audience.

Investorsense's clients benefit from our extensive experience in investor relations and corporate communications and our focus on excellence across all communications and engagement activities. We specialise in financial communications and in providing comprehensive support for all aspects of our clients’ investor and financial media relations programmes.

Investorsense offers:

  • specialised knowledge and an in-depth understanding of the investor relations field;

  • a solid track record of excellence in financial communications; and strong relationships with a wide range of investment professionals and service providers.

Our Services

We offer a variety of services and tools to develop and optimise our clients' communications programmes, including:

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Stakeholder Engagement Strategies
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Investor Relations Advice & Support Services
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Shareholder Communication
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Integrated Annual Report Advisory Services
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Stakeholder engagement strategies

  • Investor perception studies
  • Quick surveys
  • Strategic input regarding investor perceptions, communication strategies and investment case message development
  • Planning and implementation of investor communications programmes
  • Shareholder targeting and stakeholder identification
  • Reputation and crisis communication management
  • Financial media relations
  • Managing social media strategies relating to investor communication

Investor relations advice and support services

  • Strategic advice on requirements, layout and content development of investor relations websites
  • Managing relations with financial analysts, shareholders and other stakeholders
  • Maintaining a stakeholder database and distributing stakeholder notices
  • Event management and advisory services for shareholder meetings, local and international road shows, site visits, results presentations and investor days
  • Development of strategic positioning and messaging and compilation of investor presentations and communications material
  • Managing sell-side relations, reviewing sell-side reports and managing consensus forecasts
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Shareholder communications

  • Gap analyses against peer disclosure practices and best practice
  • Research, planning, coordination and production of annual and interim financial and sustainability reports
  • Compilation of results presentations and results booklets
  • Drafting of SENS and financial results announcements
  • Drafting and coordination of corporate action communications
  • Disclosure compliance

Integrated annual report advisory services

We offer clients the following support and services in terms of structuring, content generation and production of integrated annual reports:

  • Project management
  • Research on peer disclosure and best practice
  • Gap analyses against the International Integrated Reporting Framework and King III and IV
  • Practical guidance in terms of the implementation of the International Integrated Reporting Framework
  • Content generation of all or portions of the integrated annual report
  • Reviewing and editing of content
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Our Team

Meet our highly professional team

Lydia

Lydia du Plessis

Co-Founder

Lydia du Plessis has 17 years of experience in investor relations across various industries, with specific expertise in the financial services sector. She has held a variety of management positions in that time, including General manager - Corporate Communications at Gensec, Director of Gensec Investment Asset Management and Investor Relations and Treasury Executive at ABIL. She has consulted to a range of businesses across many industries, including ABIL, Aveng, Bidvest and Cartrack in Gauteng, Grindrod, Spar, Mr Price, RCL Foods, Chemspec, Sanyati, Santova, and Illovo in KwaZulu Natal and Prescient, Control Instruments, SA Corporate Real Estate Fund, Shoprite, Curro, Equites, Fairvest, Atlantic Leaf, Santam and MMI in the Western Cape.

Lydia's key specialist areas include assisting clients with strategic insight into investor perceptions and communication strategies; production of annual, interim and quarterly financial publications and sustainability reports; managing relations with financial analysts and shareholders; measuring perceptions of analysts and fund managers; maintaining investor relations websites and organising results events, road shows and investor days. Lydia has a strong track record of successfully positioning her client companies as solid investment propositions with long term, diversified shareholders through providing quality financial disclosure.

Erika Venter

Erika Venter

Co-Founder

In Erika Venters' 25-year career, she has gained extensive experience in account management, project management and marketing across various industries such as mining, IT, tourism, retail and financial services. Erika's range of experience include project managing the national roll-out of desktop technology at Ingwe Coal Corporation (now a subsidiary of Billiton), being account manager for several large corporate accounts such as Mondi, Nedcor and Steinhoff and holding the position of HR Manager at PSG FutureWealth before the business was incorporated into PSG Konsult. Erika was also on the Edcon project team responsible for developing and implementing the Thank U Rewards Programme – the group's largest ever customer programme. She did digital marketing for Edgars, Red Square and Boardmans and was responsible for the marketing of South Africa's first online lending marketplace, RainFin. Erika has conducted King IV analysis for several companies and gained strong experience in the implementation of the Integrated reporting framework. She also project managed the compilation of the NSRI's commemorative 50th anniversary integrated annual report.

Given the wide variety of experience gained in the positions she has held across numerous industries, Erika has the ability to assess situations quickly, and incisively formulate strategic responses.



Our Business Philosophy

Why work with us

We are specialists in financial communications and in providing comprehensive support for all aspects of our clients' investor relations programmes.

  • We are firm advocates of the importance of a company's reputation in creating value for shareholders, clients and employees alike and in establishing growth over the long term.
  • We strive to maintain long-term relationships with our clients. Greatest value is added when we understand and become integral to the business.
  • We pride ourselves on our attention to detail, service ethic and competitive pricing.

Investorsense offers significant experience in:

  • Positioning of companies as corporate brands and promoting their investment propositions, with particular expertise in establishing management credibility, building a long term, diversified shareholder base and providing best-in-class financial disclosure.
  • We are skilled in crisis- and reputation-management and the diplomatic and judicious handling of sensitive and controversial issues.
  • Our clients benefit from our extensive experience in investor relations and corporate communications and our focus on excellence across all communications and engagement activities.

Our Clients and Partners

OUR CLIENTS

Our team has, in recent times, been involved with the listings, corporate transactions, ad hoc projects and ongoing investor relations programmes for a range of clients, including: Bidvest, Equites, Atlantic Leaf, Fairvest, RCL FOODS, Cartrack, Shoprite, Curro, Aveng, MMI, Capital Appreciation, Tongaat Hulett, National Sea Rescue Institute (NSRI) and HomeChoice.

Our extensive experience and long-standing relationships with the investment community assist us to strategically position our clients' investment case and deliver investor relations programmes and integrated annual reports that are of award-winning standard.

Of the client companies that Investorsense has collaborated with, several have won accolades and commendations for excellence in financial reporting, investor relations and sustainability reporting. These awards are from organisations as varied as the Investment Analyst Society SA, IRAS, KPMG, Ernst & Young, ACCA and PricewaterhouseCoopers, with the latest being a merit award to the National Sea Rescue Institute (NGO/NPO category), at the Chartered Secretaries Integrated Reporting Awards in November 2017.


OUR PARTNERS

Investorsense has a strategic partnership with market leading communications company Aprio, which assists us to provide a comprehensive multi-stakeholder communications solution to clients. The symbiotic relationship ensures that our clients have access to the full suite of communications services and support, pertaining to investor relations, media relations, crisis communication, internal communications and public affairs.

Investorsense has an alliance with Kilgetty Statutory Services, one of the leading company secretarial practices in South Africa, offering comprehensive company secretarial, statutory, corporate governance, and board services as well as administrative products to companies throughout South Africa. This alliance enables us to offer a one-stop shop where listed clients can source company secretarial solutions, corporate governance services and communications expertise to engage with their stakeholders.


LYDIA DU PLESSIS

+27(0)82 491 7583

+27(0)21 422 0962

ERIKA VENTER

+27(0)83 325 0451

+27(0)21 422 0962