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May 22, 2023

Best Practice Report: Building an IR strategy now available

How do some of the best IROs in the business plan their IR activity? What do best practice IR calendars and engagement plans look like? What are effective ways to plan ahead while staying nimble to changing investor sentiment? How have IR calendars shifted since the Covid-19 pandemic? In this new best practice report by IR Magazine, in partnership with Lumi Global, we speak with leading IROs from around the world about how they plan, prepare and execute their IR strategies.

Get inspired by reading how your IR peers structure their plans to achieve a fair valuation and factor in messaging and engagement to reach it. Consider the vital elements that sit at the heart of an effective IR strategy, given ever-greater competition for capital, levels of scrutiny, the need to adapt to sudden macroeconomic challenges and the drive for cost efficiencies. Weigh up in-person and virtual shareholder engagement options and recognize the value of buy-in from associates at your own company. How do your fellow IROs measure the success of their IR strategy for the results they want?

Experts at Lumi Global also explain why it is important to set clear goals, measure and evaluate, develop clear and consistent messaging, build relationships and engage with stakeholders while embracing ESG.

The key benefits an IRO will get from reading the report:

  •  Consider the building blocks of your IR strategy
  •  Read an IRO’s walk-through of his strategy process
  •  Develop your stakeholder story, plan your messaging and align internally
  •  Monitor markets and investor feedback and maximize the value of virtual
  •  Showcase your progress, measure your success and stay nimble.


Click to read the Best Practice Report: Building an IR strategy >>

Click to read Best Practice Report – Building an IR strategy – Lumi

Staff Writers

The staff writers on IR magazine are from our team of highly experienced journalists.