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.

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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 >>

Upcoming events

  • Briefing – Are investors finding your IR content in AI?
    Wednesday, December 17, 2025

    Briefing – Are investors finding your IR content in AI?

    In partnership with WHEN 8.00 am PT / 11.00 am ET / 4.00 pm GMT / 5.00 pm CET DURATION 45 minutes About the event AI is transforming how investors and analysts access company information. Increasingly, earnings reports, disclosures and IR websites are being read first by algorithms and large…

    Online
  • Forum – AI & Technology Europe
    Thursday, March 12, 2026

    Forum – AI & Technology Europe

    About the event Stay ahead. Harness AI. Transform IR. In today’s rapidly evolving financial landscape, AI is transforming how IROs engage with investors, analyze market sentiment and deliver insights. Yet, many IR teams face challenges in understanding and employing these tools effectively. WHEN WHERE America Square Conference Centre, London The…

    London, UK
  • Think Tank – West Coast
    Thursday, March 19, 2026

    Think Tank – West Coast

    Our unique format – Exclusively for in-house IRO’s The IR Impact Think Tank – West Coast will take place on Thursday, March 19, 2026 in Palo Alto and is an  invitation-only event exclusively for senior IR officers. Our think tanks are free to attend and our unique format enables participants to network extensively, and discuss, debate and dissect…

    Palo Alto, US

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