Case studies

The self-sufficient IRO
In today’s increasingly complex global markets, IROs can find it challenging just to stay on top of activity in their stock. The growth of exchange-traded funds (ETFs), passive investing, cross-border investing and high-frequency trading (HFT), combined with greater volatility, have made it increasingly difficult to track and monitor ownership. To meet these challenges, IROs need to think beyond traditional...Read more
Identifying and understanding FTSE 350 IR best practice
In light of the upcoming MiFID II regulatory changes, Orient Capital interviewed 10% of the FTSE 350 with the aim of gathering intelligence on the overall investor relations landscape; best practice, challenges and possible implications. This report presents their findings, which aim to provide insights into the increasing importance of the IR function and the growing amount of support required to run and manage a...Read more
REIT conversion analysis
According to Ipreo’s latest report, the price performance and investor composition of four recent real estate investment trust (REIT) conversions – AMT, IRM, CCI and EQIX – show the tendency for the stock to outperform and have an influx of new REIT-dedicated investors after announcing the conversion to REIT status. With thorough case studies of these four companies, this report will help you to understand some of...Read more
Mar 22, 2017
An introduction to IR services
While IR has grown as a profession over the last 20 years, it remains a small team within most corporations. That adds special importance to the role of IR service providers: they help IROs get more done, make the most of limited resources and punch above their weight. For IR professionals considering their options, the choice has grown more complex thanks to technological innovation among IR firms. This report is...Read more
Current IR strategies fail to adapt to evolved investor landscape; four practical steps for success in 2017
Advances in technology and changes in regulation have affected how Wall Street works. The result is four trends we believe should drive IR planning for 2017. We present four recommendations, which depart from where traditional IR programs spend the bulk of their time. Like any activity, investor relations needs to evolve with the times to remain relevant and effective, and provide the greatest value to your company...Read more
Best-Practice Boards Are Increasingly Engaging with Investors
Board-shareholder communication has been gaining momentum over the past few years, yet many directors continue to be averse to shareholder engagement due to concerns about Regulation FD or inadvertently saying something out of step with management. Many institutional investors increasingly view the willingness of boards to communicate with investors as a gauge of board effectiveness and culture. A group of best...Read more
Oct 24, 2016
Research Report: Measuring & Demonstrating IR – Part I
This research report from IR Magazine looks at how companies measure the effectiveness of their IR program. We all know the tenets of best practice investor relations: transparency, responsiveness, credibility. But how do you know whether your vision of best practice is hitting the mark as good IR? Companies employ many different methods when assessing their IR effectiveness, from independent perception...Read more
Jun 16, 2016
Understanding options activity and strategies
The world of equity options is vast and can be difficult to digest, but it offers valuable insight for IROs and their executive teams if they can properly interpret the data. This paper from Ipreo is a guide to understanding the relevance of options activity, containing case studies, metrics and analysis to give a thorough overview of this subject. Please complete the form below with the information requested. Once...Read more
Jan 28, 2016
Energy & Utilities Sector Report 2016
A look at the energy and utilities sectors from the perspective of corporate IROs, analysts and investors. IR Magazine 's latest sector report focuses on the energy and utilities sectors, providing data, analysis and case studies on IR departments in this sector. It includes a global comparison and regional analyses by region and by market cap size. Available to professional subscribers of IR Magazine,...Read more
Jan 22, 2016
Technology & Communications Sector Report 2016
A look at the technology and communications sectors from the perspective of corporate IROs, analysts and investors. IR Magazine 's latest sector report focuses on the technology and communications sectors, providing data, analysis and case studies on IR departments in this sector. It includes a global comparison and regional analyses by region and by market cap size. Available to professional subscribers of...Read more
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