Building an IR function: a strategic roadmap to success
From getting management buy in to running an IR audit and building an investor pipeline – a break down of the essentials that elevate the IR program Investor relations has come a long way. What used to be a compliance…
Featured deep dives
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Meira Muscat 2025: From the role of the exchange to SWFs and debt IR
Over the past few years, the IR platform in the Middle East has been evolving quickly. Exchanges are maturing, listings are more regular and IR is moving beyond ‘results day’ toward a steadier focus on access, liquidity and clear communication. We’re seeing more structured targeting, more emphasis on guidance and capital allocation and better use of data that investors can actually work with. Sovereign funds are engaging in more targeted ways and many issuers are doing a better job of aligning the equity and debt stories. This came through clearly in Muscat. With more than 1,200 attendees in town, the…
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The sell side talks IR – part three: when and how analysts want to be engaged
There is no denying the ways in which Covid-19 and the rapid shift to virtual changed investor relations – most notably engagement. Driving home just how dramatic that change has been, one of our anonymous analyst interviewees – anonymous in order to encourage openness – says this: ‘Before 2020, I think I’d done probably two video calls in 20 years. This call is the third one of the day. So that’s changed dramatically.’ In the third part of our series on the sell-side-IR-relationship, we look at how IR teams interact with their analysts, how often analysts want to hear from…
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‘I felt a mix of respect and fear’ going into IR, says Infineon’s multiple award-winning IR lead
German semiconductor firm Infineon Technologies has had a busy year. To start with, as revealed in the latest instalment of The CFO column, Dr Sven Schneider, the firm’s finance chief, told IR Impact about the 30 conferences and 20 roadshows the company has held this year. It has also been a year of huge success for the IR team, which took home some of the most prestigious IR Impact trophies at the Europe Awards in June, winning the best overall investor relations (large cap) category as well as the gong for best in sector, technology. The same night also saw…
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‘Sometimes I have to play some Witcher or Cyberpunk during my work day’: CD Projekt’s Karolina Gnas on heading IR at a video game developer
Enjoy unlimited access to this, all deep dives and more – for free! Log in or create your free My IR – Essentials account to: Get unlimited access to 50+ IR deep dives and best practice reports Benchmark your IR program instantly with our new tool Explore 100+ news analyses plus our exclusive CFO interviews […]
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Why listed companies should engage with hedge funds
I have been working as an IR professional for almost 15 years. To my continued surprise, I still meet peers who remain negative around hedge funds. In fact, they actively seek to minimize interaction. And if they do allow such meetings, they squeeze hedge fund managers into large group meetings, normally led by IR rather than management. To me, this approach is counterproductive. The role of the IR department is to safeguard a fair valuation of the share by communicating correctly to all relevant corners of the financial markets. I strongly believe that open doors and strong relationships improve liquidity…
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‘The word ‘Texas’ means friend, and all are welcome!’ Barrow Hanley on its long-term value focus
Patricia Barron and Mark Giambrone talk about Texas, when IR-only meetings work and how often the investment management firm likes to meet before it buys in As companies eye Texas – and Dallas in particular – as a roadshow destination, the Lone Star State has been pushing forward its business-friendly appeal with the new Texas Stock Exchange poised to begin trading next year, listings already in place on NYSE Texas and new legislation. Patricia Barron, executive director, chief operating officer and head of risk at Barrow Hanley, and Mark Giambrone, the investment management firm’s executive director, head of US equities…
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The sell side talks IR – part two: those crucial coverage numbers
In a series of anonymous conversations – with identifies protected in order to get frank responses – IR Impact talked to sell-side analysts about their relationships with IR professionals. In part one, we looked at the value of research – from both the IR viewpoint and from the sell side, including advice from analysts on how they felt IR could improve data sharing, face time, responsiveness and more – all the elements that go into a good IR-sell-side relationship.
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Featured research
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Governance Playbook: From compliance to confidence: Proxies that win trust and votes
The proxy statement is no longer just a compliance document, but a strategic communication tool that reflects your company’s governance priorities, transparency and responsiveness to stakeholder expectations. The 2025 proxy season introduced a wave of new practice, from evolving ESG and DE&I disclosures to heightened attention on cybersecurity and AI. As investor demands grow more sophisticated, companies must respond with greater clarity, depth and strategic foresight. This playbook offers a comprehensive, actionable framework to help your organization elevate its proxy disclosures. Learn how leading companies are navigating the changing landscape and positioning their proxy statements as both regulatory assets and…
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Playbook: How to conduct impactful scenario plans
Scenario planning allows IR teams to give investors and analysts and indication of how various events (e.g. interest rate changes, a global conflict, a change in political regime) will affect it in the future. It also takes into account how peers and competitors are communicating around these scenarios, too. In making sure you can give your shareholder community a long view on various outcomes, it means they have more confidence in you and your interactions with them. In addition, it allows IROs to have a seat at the strategic table and help their companies plan for the future. S&P’s platform…
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Playbook: How to deliver capital market days that impress investors & analysts
This playbook contains tips and desires shared by investors and analysts – many of them on our IR Impact Award judging panels – on what they want from investor days as well as what turns them off.
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Playbook: How to leverage data to successfully navigate market expectations
A modern IR team needs a solid foundation of real-time analytics to confidently steer their organization through the turbulence of market expectations. High-quality data transforms challenges into opportunities, fostering a culture where every forecast is an informed step toward sustainable growth. This playbook, developed in partnership with Visible Alpha, now a part of S&P Global Market Intelligence, offers a comprehensive guide to mastering this critical aspect of navigating the capital markets.
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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…
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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…
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Corporate Governance Forum
The Corporate Governance Forum is back in New York on Thursday, November 6 to help corporate secretaries and general counsels improve board oversight and share governance best practices in a rapidly changing environment. We evaluate the implications of recent market and regulatory changes on the role of governance professionals and…
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