Skip to main content
Oct 13, 2022

Best Practice Report: Taking a strategic approach to investor targeting

What changes would you like to make to your shareholder base? More international diversification? A greater proportion of retail holders? Less influence from hedge funds? By taking a strategic approach to investor targeting, IR teams can meet their long-term goals for the share register. And, as market uncertainty increases, the importance of targeting ramps up significantly – even for larger companies.

Click to read Best Practice Report - Taking a strategic approach to investor targeting

In this best practice report from IR Magazine, in partnership with Irwin, we hear from companies that have successfully reshaped their shareholder base through careful planning and execution. We have spoken with leading investor relations professionals and communications consultants about how they set long-term targeting goals, plan outreach with prospective investors and measure the success of targeting programs.

Draw inspiration when developing your investor targeting strategy with this report’s exploration of such factors as ESG, company evolution and growth, institutional and retail investors, changing markets and overseas stakeholders. Adopt the report’s filters for effective execution of your strategy and how to measure the multiple metrics of success.

Read this report to:

  1. Understand the value of strategic investor targeting today
  2. Consider ways to re-evaluate your existing shareholder base
  3. Devise the company-specific criteria by which you set your new goals
  4. Action your plan at the right times of the year
  5. Benchmark your success against quantitative and qualitative factors


Click to read Best Practice Report: Taking a strategic approach to investor targeting >>

Staff Writers

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