Shareholder targeting & ID

Jul 22, 2019
Investor Targeting report
Based on responses from more than 200 IR professionals and more than 100 members of the investment community, Investor Targeting investigates how companies in general and IR professionals in particular approach the targeting of investment, and looks at any recent developments in these programs. Data in the report is broken down by region, company market cap size and investor job title. The report...Read more
Ultimate earnings season playbook for investor relations
Research plays a vital role in every step of Earnings Season prep. But the more time you spend gathering data, the less time you have to actually work on your Earnings presentation. With the “Ultimate earnings season playbook,” you’ll learn how strategic and data-driven IR teams: Use research to elevate each step of the Earnings process Surface relevant data to identify trends and themes Distill data into a powerful...Read more
Effective targeting enables an IRO to balance what is always a moving target
Attracting new investors is one of the most important objectives of an IR department. Effective targeting enables an IRO to balance what is always a moving target. Investor relations requires considerable resources, both in terms of time and money. As is the case with other uses of corporate resources, a well-managed company needs to measure its return on investment, and this is a crucial aspect of any targeting...Read more
IR Guide to Earnings Season Research with Augmented Intelligence
Earnings season gives IR professionals an opportunity to transform quantitative data into a compelling company story that speaks to investors and moves the market. But the pre-earnings push can often be relentless, with a massive amount of data to digest under unforgiving deadlines. Learn how Augmented Intelligence helps IR teams expedite the research process so they can focus on what matters most - distilling...Read more
Sep 08, 2016
Direct targeting: What’s changed?
Today’s IROs are more likely to bypass the sell side and target investors – and potential investors – directly. This report of a survey into just how much things are changing, and why, shows that the change is both significant and widespread, regardless of sector, market cap or geographical location. Please complete the form below with the information requested. Once you have filled in the form, you will be sent a...Read more
Sep 01, 2016
Next-generation ownership
Download the white paper to understand the capabilities an IR program needs in order to navigate today’s complex landscape. Highlights include: Who owns your stock? Implications of the complex global market Understanding global ownership: the view differs by region Advanced ownership analytics: context matters Integrating ownership and targeting A virtual team member within your IR workflow How insight and...Read more
Aug 09, 2016
The value of retail investors in today’s volatile market
Retail shareholders continue to be an important, untapped segment in investor relations programs. As Federal Reserve data shows, US individual investors in total have discretion over the single largest pool of equity capital in the US. Yet for IROs, attracting retail investors may not come naturally, as they can be difficult to reach and require a concerted effort. Inside this white paper: Why pursue retail...Read more
Sep 30, 2015
Research report: the pros and cons of cross-border shareholders
Companies are increasingly looking outside of their domestic financial markets for investors in order to diversify their shareholder base but... what prompts companies to do so? How has this trend progressed in recent years? And what will companies' shareholdings look like in the future? These are just some of the questions posed by our latest survey into cross-border investing, as part of our Global IR Survey. We...Read more
Aug 20, 2015
Investor Targeting: Harnessing the data
Targeting has always ranked high on IROs’ lists of priorities, and yet efforts to arrange non-deal roadshows and meet with investors have sometimes been scattershot. This white paper will cover: Trends in targeting and how they might influence your investor relations program The key elements of a sophisticated targeting program: reach, alignment and outcome How big data, analytics and new platforms are enabling IR...Read more
Jul 09, 2013
How satisfied are IROs with their coverage? What makes analyst coverage good or bad? What’s the right number of analysts to have?
Dealing with sell-side analysts is a vital part of an IRO’s job – yet it is not a fixed part. The relationship consistently changes across time and according to region and company size. The changing nature of the relationship between the buy side and the sell side also affects the importance of the sell side to IROs. This report looks at how satisfied IROs are with their company’s sell-side analyst coverage and the...Read more
logo-black logo-black
Loading