Shareholder targeting & ID Archive

Jan 04, 2022
Case study: Camilla Bartosiewicz of Altus Group talks targeting
‘When I joined Altus Group, the first thing I did was set up my tech platform,’ says Camilla Bartosiewicz, vice president of IR at the real estate software provider. ’I felt like I was flying blind without it. ‘If information is the new currency of business, then these tech platforms give us access to information that would otherwise be very challenging – if not...
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Dec 16, 2021
Tech talk: Perks programs seek to connect companies with neglected retail investors
The rise of retail investors has been well publicized recently but this rise has only exacerbated the reasons why most firms concentrate on institutional investors. While institutional investors are similar in nature, fewer in number and invest higher amounts, the reverse is often true for the retail investor. Communicating effectively with retail investors means communicating with a large and fragmented audience that could range from loyal customers investing their...
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Dec 13, 2021
Drones for IR: Tech targeting takeaways from the South East Asia Forum
Talking about how PTT Exploration & Production (PTTEP) has adapted its approach to communications, Thanat Thamrongsaksuvit, IR manager at the Thai firm, explained that his department has been putting drones to work in order to ‘bring’ investors to assets they can’t actually visit because of the pandemic. Describing traditional PowerPoint presentations as ‘vanilla’, Thamrongsaksuvit said IR teams needed to step up their game and make communications more...
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Nov 17, 2021
Nasdaq’s ConnectIR adoption hits new heights as IR teams adapt to pandemic
Sponsored content Over the last 18 months, IR professionals have had to dramatically rethink their approach to investor engagement. While the goals have stayed the same – staying close to shareholders, targeting new investors and making sure the corporate story is well understood – the methods have had to adapt to the virtual environment we all now operate in. As part of that shift, Nasdaq has witnessed an acceleration in the use of its ConnectIR...
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Nov 17, 2021
Making their voice heard – Getting retail engaged on the proxy: Ticker 128
This episode of the Ticker podcast is sponsored by Broadridge Financial Services Brandon Van Manen, vice president of operations analytics at Broadridge Financial Services, talks about trends in the retail shareholder space and how companies can boost engagement – and voting rates. On average, issuers have around a 70/30 split between institutions and retail, explains Van Manen. The two have a fundamentally different approach to investing, with retail share...
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Nov 12, 2021
ETF assets to exceed $20 tn before 2026, predicts ETFGI
The head of London-based research and consultancy firm ETFGI has predicted that assets invested in ETFs across the globe will exceed $20 tn before 2026. Speaking to IR Magazine, Deborah Fuhr, managing partner, founder and owner of ETFGI, made the forecast hot on the heels of the consultancy’s latest research. She says: ‘Investors realize it is hard to find active funds that consistently beat their benchmark and, over the long run, lower-cost investments...
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Nov 05, 2021
The week in investor relations: Boost for US ESG resolutions, stacks of money to fight climate change and growing litigation over Spacs
– The SEC made it harder for US companies to block shareholder proposals on environmental and social issues, reported the Financial Times (paywall). The regulator has revoked policies that were put in place during the Trump administration, a move that will boost ESG investors filing resolutions. Previously, climate resolutions could be excluded for including targets or timelines, while...
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Nov 04, 2021
Passive funds hit by worst month of outflows since July 2020
Rising fears over inflation and interest rates, coupled with disillusion about UK assets, drove net selling of equity funds in October for the first time in 15 months, according to research by global funds network Calastone. According to Calastone’s latest Fund Flow Index (FFI), savers cashed in a net £148 mn ($202 mn) of their equity fund holdings. While this may be small in the context of total trading volume of £20.5 bn, it was enough to push Calastone’s FF...
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