It has a useful shelf life of about three years. Single sheet supplements can be added to the basic publication to extend its shelf life. Updates should be provided whenever a company elects a new CEO, adds a new line of business or exits a current line of business. The average fact book encompasses 50 pages and often more.

PURPOSE
It is intended primarily for analysts and institutional investors. Distribution is important. Apart from distributing it to analysts covering that company’s particular industry, it should also be sent to institutional investors who normally invest in the kinds of companies that this company typifies—i.e. conservative dividend payers, growth stocks, etc., as well as specific industries such as electronics, automotive, apparel, etc. In addition, it should always be provided to every analyst that attends any live presentation you make to analysts during the year.

USAGE
This document is expected from Fortune 500 companies. When smaller companies produce a fact book, it generally elicits a positive response from analysts and institutional buyers, provided there is sufficient float to warrant their further interest.

NET EFFECT
Its publication signals a management that is fully attuned to the needs of professional investors.

OUR SERVICES
We can assist your company in the preparation of a fact book.

Click here to download a sample fact book in PDF format (2.7 MB). To view the document, you will need Adobe Acrobat Reader, which can be downloaded here free of charge.