Strategy & Insight Archive

Nov 16, 2017
IR Magazine Research Report - Global IR Practice: ESG Communications
IR Magazine investigates how IR departments conduct ESG communications in this report, which is sponsored by Donnelley Financial Solutions. This report highlights what IR practice looks like today across reporting, targeting and other investor communications. It also reveals what investors are asking companies about and how that conversation is evolving. The findings are based on a survey of more than 350...Read more
Jul 31, 2017
Research report: How to manage your sell-side coverage
In this report, find out how companies around the world manage their sell-side coverage and read advice on how to successfully run this critical part of your IR activity. A comprehensive guide for investor relations professionals, this report covers the main areas of engagement between companies and sell-side analysts, including coverage initiation, building relationships, consensus estimates and measuring IR...Read more
May 22, 2017
Research report: The IR view: Hedge funds
Through a survey of more than 700 IR professionals, IR Magazine investigates how companies engage with the rapidly developing hedge fund industry. Since the first hedge fund was set up by Alfred Winslow Jones in 1949, the hedge fund world has evolved almost beyond recognition. Today, hedge funds are just as likely to be supportive shareholders as aggressive, short-term raiders. The latter tag is difficult...Read more
Mar 29, 2017
Research report: Measuring & Demonstrating IR: Part II – Senior management
In this report, Garnet Roach looks at what senior management wants to see from IR and how IROs can best prove the worth of their program to those at the top. This report presents the views of nearly 600 investor relations professionals from our IR survey, about how they measure and demonstrate the value of IR to senior management. It provides statistics and verbatim quotations in response to questions...Read more
Oct 24, 2016
Research Report: Measuring & Demonstrating IR – Part I
This research report from IR Magazine looks at how companies measure the effectiveness of their IR program. We all know the tenets of best practice investor relations: transparency, responsiveness, credibility. But how do you know whether your vision of best practice is hitting the mark as good IR? Companies employ many different methods when assessing their IR effectiveness, from independent perception...Read more
Sep 20, 2016
Research Report: Sell-side analysts
This research report from IR Magazine looks at the importance of the broker in the eyes of the IRO. Our findings show the current status of analyst coverage and the increasing tendency of IROs to go it alone. We examine why and how this affects companies in terms of their region, market cap and sector. A total of 814 IR professionals responded to the Q1 2016 Global IRO Survey asking for their perspective...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
Sep 30, 2015
Research report: the pros and cons of cross-border shareholders
Companies are increasingly looking outside of their domestic financial markets for investors in order to diversify their shareholder base but... what prompts companies to do so? How has this trend progressed in recent years? And what will companies' shareholdings look like in the future? These are just some of the questions posed by our latest survey into cross-border investing, as part of our Global IR Survey. We...Read more
Jul 13, 2015
Research Report: Macroeconomics 2015
IR Magazine looks at the key macroeconomic topics the IR community discussed with investors last year. As part of IR Magazine’s annual global investor relations surveys, in Q1 this year we asked IR practitioners what were the key macroeconomic topics that they had discussed with investors over the previous 12 months. With 649 responses to this question, the results are looked at by overall respondents as...Read more
Jun 12, 2015
Research report: Senior Management and investor relations
The quality of senior management is crucial to the investor perception of a company. We know how important senior management is to investor relations. But the question remains: how important is investor relations to senior management? In our latest survey we asked specific questions to respondents who identified themselves as members of C-level management. Those responses form the basis of this report, providing...Read more
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