An investor results presentation can arrive in production as several near-identical files. Finance updates a chart, investor relations changes a footnote, and the presenter retains an earlier copy. If those versions reach the stage, broadcast and later edit independently, the finished account may combine statements that were never approved together.
The commissioning decision is who controls the authoritative presentation and how production will prove that the charts shown match the spoken account. This guide addresses content coordination, not investment advice or a determination of disclosure obligations.
Establish the presentation authority
Name the person or team that can release the presentation for use. Production should receive a clearly identified version from that authority, not choose between files based on the latest email timestamp. Agree how a superseded version will be withdrawn from the working set.
For a listed entity, involve the company secretary and relevant advisers in release timing and content decisions. ASX Guidance Note 8 discusses analyst and investor briefing materials in the context of continuous disclosure. A video supplier's receipt of a deck is not evidence that the entity's disclosure process is complete.
The buyer should give production an operational instruction from the responsible owner: which version is cleared for which use, and when. Do not ask an editor to make that judgement from the apparent sensitivity of individual slides.
Match speech, chart and context
Build the content map around chart identifiers rather than page numbers alone. A late insertion can move every subsequent slide. For each substantive figure, record its chart title, relevant reporting period, units, comparison basis and required qualification.
The purpose is not to have production audit the financial statements. It is to help the responsible reviewer identify a mismatch. If the speaker says “this half” while a replacement graphic shows the full year, a technically clean edit can still be wrong.
Also identify presentation-only material that must remain with a chart: a spoken explanation, a footnote or a preceding definition. Do not assume that a chart can be lifted into a standalone social clip without its necessary context.
Use a chart custody table
| Item | Buyer-owned record |
|---|---|
| Chart identifier | Stable name independent of slide position |
| Authorised file | Version and release owner |
| Figure context | Period, units and basis supplied by the content owner |
| Spoken dependency | Sentence or definition needed to interpret it |
| Capture treatment | Displayed presentation, supplied artwork or agreed combination |
| Change event | What changed, who approved it and when |
| Final check | Reviewer confirms picture and speech belong together |
Keep the table narrow enough to use. Focus on charts and figures that could create a material misunderstanding if mismatched, while retaining an overall version record for the entire deck.
Fictional example: a corrected comparison period
A fictional company prepares a results briefing. The approved deck compares the current half with the preceding comparable half. An older presenter copy compares it with the immediately preceding period instead. The slide title looks almost identical.
Before the event, the custody check finds the conflict. The content authority supplies the correct file and confirms the intended spoken explanation. Production removes the earlier working copy from its presentation set.
During the later edit, the buyer checks the displayed chart against the words actually spoken. If an inconsistency remained, the matter would return to the authorised content owner. The editor would not silently substitute a chart and hope the statement still meant the same thing.
Decide how corrections will be represented
Ask in advance how a discovered discrepancy should be escalated. Is release paused? Who provides corrected wording? Does the corrected output need an explicit note? Those decisions belong with the entity's responsible owners and advisers, not a generic editing convention.
Retain enough production records to identify the delivered version and its approved source materials, under the agreed handling arrangements. Avoid distributing working financial files more widely than the task requires. A clear custody route can be simpler than giving every stakeholder access to every draft.
At acceptance, review charts alongside speech rather than checking graphics in isolation. Confirm that opening descriptions, chapter names and accompanying text identify the actual reporting period. Ask Live Images about suitability only with the content authority and production boundary already clear. Investor-event work is not established as an offered package. The purchase should preserve an authorised presentation faithfully, while disclosure and financial judgement remain with qualified responsible people.
Sources and scope
- ASX: Guidance Note 8 — Investor-briefing materials can raise disclosure considerations for listed entities; responsible advisers determine requirements.
Prepared with AI assistance for Live Images. Unpublished buyer-resource draft; fictional examples are not client work.