Key considerations for IR strategy success

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.

Upcoming events

  • 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
  • Awards – US
    Wednesday, March 25, 2026

    Awards – US

    About the event The IR Impact Awards – US will take place on Wednesday, March 25, 2026 in New York. This very special event honors excellence in the investor relations profession across the US. WHEN WHERE Cipriani 25 Broadway, New York Celebrating IR excellence Since the annual event first launched…

    New York, US

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