Direct targeting of investors: What’s changed?

This report of a survey into just how much things are changing, and why, shows that the change is both significant and widespread, regardless of sector, market cap or geographical location.

IROs highlight investor-related issues as the most prevalent class of challenge they faced in our survey of IR challenges last year (see A broader base, page 83, IR Magazine fall 2015).

We have now followed up on that survey in an attempt to probe particular issues around the direct targeting of investors. Why do some IROs want to take this route? How widespread is it? How do they go about it? And what are the implications for companies’ relationships with the sell side?

This report is based on responses to our Global IRO Survey, conducted in Q1 2016, combined with case studies looking at direct targeting in action.

Click here to enter your details to access the latest research on direct targeting.

This report appeared in the fall 2016 issue of IR Magazine

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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