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May 22, 2023

Key considerations for IR strategy success

Keeping your communication clear, innovative and cost-effective

So what are the vital elements that sit at the heart of an effective IR strategy? It starts with developing your stakeholder story, planning your messaging and aligning internally.

‘Given the increased number of firms followed by investors, it is vital to have a clear and compelling story,’ advises Maria Fontes, head of investor relations and corporate communications at Portuguese bank novobanco.

‘Keeping it simple and focused while improving disclosure in an understandable manner helps investors track the execution of a company’s goals, while building credibility and long-lasting relationships with them.’

This article is an extract from the newly published Best Practice Report: Building an IR strategy, in partnership with Lumi Global.

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

‘Keeping it simple is not always easy, but the strategy and its communication needs to be understandable by all stakeholders, whether they be clients, employees or investors,’ advises Fontes. ‘It’s important to consider a range of factors, such as the various communication channels that can be used in a more flexible manner to capture the attention of different audiences.

Maria Fontes, novoblanco
Maria Fontes, novoblanco

‘Keeping costs under control is often an active constraint, so it is also about planning marketing activities in order to reach the goals, defining communications channels and identifying the tools needed to continue to innovate and be more efficient, whether for targeting investors or optimizing internal processes.’

This article is an extract from the newly published Best Practice Report: Building an IR strategy, in partnership with Lumi Global. Develop your stakeholder story, plan your messaging and align internally then monitor markets and investor feedback and maximize the value of virtual, plus much more.

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