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.

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    Tuesday, July 22, 2025

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    Thursday, August 07, 2025

    Briefing – Effective earnings preparation amid macro volatility

    In partnership with WHEN 8.00 am PT / 11.00 am ET / 4.00 pm BST / 5.00 pm CET DURATION 45 minutes About the event Amid constant tariff news, geopolitical upheaval and other developments stemming from the new US administration, IR teams have their work cut out as they prepare…

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    Wednesday, November 12, 2025

    IR Impact Forum – AI & Technology

    About the event As more investors and corporate communication teams embrace AI, machine learning and emerging technologies to inform their decision-making, investor relations professionals are facing a pivotal moment: adapt and lead, or risk falling behind. At this early but fast-moving stage of adoption, IR teams are asking important questions…

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