Breaking the consensus impasse
19. März 2015
|ESG (inkl. Nachhaltigkeit & Governance), IR-Kompetenz
You’re in investor relations, so you know why market expectations are important. You also know why external sources of this information can be misleading – or flat wrong. Most likely, your response has been to compile consensus forecasts yourself.
The claim: You are currently capturing a small fraction of the immense value embedded in high quality consensus forecasts, relative to the time and effort you expend on the process. The claim is supported by three arguments.