Strategy & Insight

IR objectives and challenges report

Based on responses from almost 600 IR professionals and senior management members, IR Objectives & Challenges examines top IR goals for 2018, from investor targeting to gathering feedback or increasing research coverage, as well as the key issues the community has been grappling with over the past year. The report breaks down the data by region, cap size and sector, and offers verbatim comments from the IR community and case studies.

The report looks in detail at the following objectives and provides advice on how to achieve these goals:

  • Target new investors
  • Enhance engagement with existing shareholders
  • Increase international share ownership
  • Increase investor feedback
  • Improve disclosure
  • Increase research coverage
  • Provide greater management accessibility
  • Increase domestic share ownership
  • Raise capital

The report then investigates the following challenges faced by IR teams in 2017:

  • Market-related (market demand, sentiment & volatility, managing expectations, stock liquidity and short-selling)
  • Other company-related (company performance, crisis management and corporate transactions)
  • Investor/analyst-related (activist investors, analyst coverage, investor outreach, guidance, investor expansion/retention, targeting and shareholder identification)
  • Time, budget and resources (budget and staffing constraints, IR time and resource management)
  • Macroeconomic issues
  • Management-related (increasing management involvement in IR, investor access to management, succession policy)
  • Compliance and regulation (new rules, enforcement actions)
  • Governance and ESG-related


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