Best Practice Report: Building an IR strategy now available

How do some of the best IROs in the business plan their IR activity? What do best practice IR calendars and engagement plans look like? What are effective ways to plan ahead while staying nimble to changing investor sentiment? How have IR calendars shifted since the Covid-19 pandemic? In this new best practice report by IR Magazine, in partnership with Lumi Global, we speak with leading IROs from around the world about how they plan, prepare and execute their IR strategies.

Get inspired by reading how your IR peers structure their plans to achieve a fair valuation and factor in messaging and engagement to reach it. Consider the vital elements that sit at the heart of an effective IR strategy, given ever-greater competition for capital, levels of scrutiny, the need to adapt to sudden macroeconomic challenges and the drive for cost efficiencies. Weigh up in-person and virtual shareholder engagement options and recognize the value of buy-in from associates at your own company. How do your fellow IROs measure the success of their IR strategy for the results they want?

Experts at Lumi Global also explain why it is important to set clear goals, measure and evaluate, develop clear and consistent messaging, build relationships and engage with stakeholders while embracing ESG.

The key benefits an IRO will get from reading the report:

  •  Consider the building blocks of your IR strategy
  •  Read an IRO’s walk-through of his strategy process
  •  Develop your stakeholder story, plan your messaging and align internally
  •  Monitor markets and investor feedback and maximize the value of virtual
  •  Showcase your progress, measure your success and stay nimble.

 

Click to read the Best Practice Report: Building an IR strategy >>

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

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Upcoming events

  • Workshop – Capital allocation: Bridging strategy, communication and investor confidence
    Wednesday, September 17, 2025

    Workshop – Capital allocation: Bridging strategy, communication and investor confidence

    Key principles of effective communication on capital allocation Develop and communicate your capital allocation strategy in today’s environment Capital allocation is at the core of value creation and a key component of your equity story. An effective and well-communicated capital allocation strategy provides investors with conviction around your ability to…

    Zurich, Switzerland
  • Briefing – Making your 2026 investor meetings count
    Thursday, October 30, 2025

    Briefing – Making your 2026 investor meetings count

    In partnership with WHEN 8.00 am PT / 11.00 am ET / 3.00 pm GMT / 4.00 pm CET DURATION 45 minutes About the event After a year of rapid technological advancements and significant macroeconomic change, it’s more important than ever for IR teams to maximize the impact of their…

    Online
  • Corporate Governance Awards
    Thursday, November 06, 2025

    Corporate Governance Awards

    About the event WHEN WHERE VENUE_ADDRESS Awards by nomination Categories Awards by research Categories What our attendees say IR Rankings – LOCATION The IR Rankings – LOCATION report is the ultimate benchmarking resource for any IRO looking to improve their IR program. It provides detailed analysis and statistics on the…

    New York, US

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