Credit story

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Revision as of 14:05, 29 July 2024 by Doug (talk | contribs) (Created page with "''Treasury - borrowing - credit - credit strength - investor relations''. The credit story is a fundamentally important part of investor relations. A borrower's credit story means the content and presentation of information about the borrower's relative credit strength, to potential lenders and investors. A key element of the credit story is the trust that investors hold toward the integrity and competence of the leaders of the borrowing organisation. It is very imp...")
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Treasury - borrowing - credit - credit strength - investor relations.

The credit story is a fundamentally important part of investor relations.

A borrower's credit story means the content and presentation of information about the borrower's relative credit strength, to potential lenders and investors.


A key element of the credit story is the trust that investors hold toward the integrity and competence of the leaders of the borrowing organisation.

It is very important, therefore, not to over-promise when presenting the credit story, but rather to take the opportunity to maintain and build a well-founded reputation for frankness.


How to select an agent bank for a private placement
"Clearly companies will have different reasons for selecting an agent bank, but there are probably several key areas to differentiate:
Positioning the credit – the bank’s ability to sell the credit story (position the credit strengths while mitigating the weaknesses) is key to stimulating investor demand and maximising terms...
Team – it is the distribution person who will be selling the company’s credit story to the investor not the origination team so how well does that person know the company?"
Assessing the US private placement market from a corporate perspective - the Treasurer's Wiki.


See also