This briefing from Envestnet | Yodlee concisely sets out how analyzing de-identified consumer spending data can alert an IRO to the signals that investors look at to forecast quarterly targets and predict growth. This resource also offers a four...
IR Magazine’s IR Benchmarking report looks at measuring the quality of IR, including investor feedback and the views of senior management. Findings in this report are based on data from the IR Magazine Global IR Survey conducted in Q3 2022. By...
This report from Morrow Sodali outlines the major trends occurring globally amongst activist investors’ portfolios. Using a proprietary model quantifying criteria such as reputation, number of campaigns/outcomes, tactics/focus, board seats won...
Sponsored by Q4 It’s often said you know you are doing your job well when people start asking for advice from all different parts of the business. From the board and senior management down, you have become a vital resource on the company, the...
Sponsored by Q4 How do the most successful IR teams create and execute their IR strategy? And amid the changes to investor engagement triggered by the Covid-19 pandemic, how are those plans evolving? In this report, leading IROs discuss how they...
This new report from Money Show offers tips on shareholder targeting, covering: Key qualities to look for in your ideal investor Tips for how IR professionals can best serve retail investors Low time-commitment and cost opportunities to connect...
This report from Raymond James examines what an IRO needs to know in planning investor outreach, including: Key questions to ask a sponsor when deciding which conferences to participate in Statistics and analysis on the current uptake of non...
This new report from Lumi focuses on thinking beyond the AGM, and looking at how the IR function can deliver greater, year-round engagement. It covers: How to use pre-existing technology to make your IR events accessible to a wider audience Tips...