Shareholder targeting & ID Archive

Sep 30, 2022
Finding opportunity in adversity: IROs discuss bear market conditions at the IR Magazine Think Tank – West Coast II
With no end in sight for 2022’s bear market, IR professionals gathered in Palo Alto for the IR Magazine Think Tank – West Coast II to review the state of play. Adam Frederick, global president at Morrow Sodali, kicked off the day with a look at capital market and macroeconomic trends to prepare for in 2023, including a warning. He pointed out that, during the prior down-market cycles in 2000 and 2007, the m...
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Sep 23, 2022
The week in investor relations: ESG ratings scrutiny, anti-woke campaigns against Apple and Disney, and Hong Kong finally ditches quarantine policy
– According to CNBC, firms that assign ESG ratings to companies face scrutiny in the US Senate. Retiring Senator Pat Toomey, R-Pennsylvania, the ranking member of the Senate Committee on Banking, Housing and Urban Affairs, sent letters to more than a dozen ratings firms requesting transparency in the methods used t...
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Sep 14, 2022
Gloomy economic outlook sees investors boost cash levels, finds BofA survey
The outlook for the global economy ‘remains bleak’, according to September’s fund manager survey from Bank of America (BofA). A net 72 percent of respondents expect a weaker economy over the next 12 months, up from 67 percent in the August survey, and close to the record high witnessed in July this year. Meanwhile, a net 92 percent of investors predict global profits will decline during the next year and 68 percent say a ...
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Aug 16, 2022
What every IRO should know about engaging large institutional holders
Shareholder engagement is a priority for IROs. Engagement with key shareholders provides the opportunity to communicate with these investors about the company’s long-term strategy and to develop and maintain relationships with this important stakeholder group. The critical need for engagement has resulted from the lasting effects of the pandemic and the resulting economic issues, including inflation spikes and market volatility and the increased focus on ESG issues. ...
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Aug 10, 2022
‘It’s important to filter out the noise’: IROs and advisers on tracking market moves
Stock markets largely trended down in the first half of 2022, buffeted by a range of macro headwinds and weakening fundamentals in some sectors. In this environment, management teams want to know more than ever what’s happening with the stock – so what’s the best way to keep senior leaders informed? That was one of the topics of discussion during a recent ...
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Jul 06, 2022
IR Magazine Think Tank – Europe: How to engage with shareholders during inflation and supply-chain disruption
IR professionals should stay close to their management teams and what is happening on the ‘shop floor’ to quickly respond to questions from investors and analysts. ‘Be loud, clear and constant in messaging’ is the advice attendees heard at the latest IR Magazine Think Tank – Europe. IROs should also consider how to do things different...
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Jun 17, 2022
The week in investor relations: US enters bear market, BlackRock’s success in voting efforts and three-for-one stock split at Tesla
– Monday saw US stocks close in a bear market, following ‘a dramatic late-session sell-off,’ according to the Financial Times (paywall). The paper reported that Wall Street’s equities benchmark the S&P 500 had dropped 3.9 percent to close at its lowest level since January 2021. The move left the index more than 20 percent below its January 2022 all-time high, ...
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