Shareholder targeting & ID

Sep 01, 2022
Best Practice Report: Conducting an ESG Roadshow
Sponsored by Nasdaq IR’s stake in ESG has grown significantly, with nearly 40 percent of IR professionals now having ESG as part of their remit, according to Nasdaq’s third annual Global IR Pulse Survey. With the pool of ESG capital and investor interest expanding, a dedicated ESG roadshow is increasingly emerging as a desirable channel for investor interaction. This new report is your guide to ESG...Read more
How to identify, engage and nurture short-term holders into long-term holders
With the ever changing landscape of technology, supply chains and business practices, it has become more important than ever to discover, understand, and communicate with your shareholders. In this piece presented by SRAX, explore how you can: Identify: the people behind the curtain - tips for discovering investors Engage: breaking the ice and forming bonds - best forms of outreach...Read more
How to target better investors for your company
According to a recent buy-side survey conducted by Irwin, 89.5% of buy-side investors think that issuers do not do enough due diligence in understanding who they are or what they’re looking for before meeting with them. Having a strong targeting strategy will allow you to better craft and tailor your story for prospective investors. Enhance your investor targeting efforts by getting your...Read more
May 17, 2021
Retail Investors report
IR Magazine ’s Retail Investors report examines retail investment levels and attitudes toward individual rather than institutional investors. Findings in this report are based on data from the IR Magazine Global IR Survey conducted in Q1 2021. By downloading this report, you will learn: How IROs feel about their current levels of retail investment The best methods for communicating with...Read more
Mar 29, 2021
Investor Events report
Sponsored by Intrado IR Magazine ’s Investor Events report examines the changing face of investor events in response to the Covid-19 pandemic. Findings in this report are based on data from the IR Magazine Global IR Survey conducted in Q3 2020 and Q1 2021 and the IR Magazine Global Investor Survey conducted in Q4 2020. By downloading this report, you will learn:...Read more
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
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