Research report: How to manage your sell-side coverage

A comprehensive guide for investor relations professionals, this report covers the main areas of engagement between companies and sell-side analysts, including coverage initiation, building relationships, consensus estimates and measuring IR performance.

Key benefits include:

• Find out how your peers manage their sell-side coverage through this report, which is based on a survey of more than 650 IR professionals

• Learn about how IR practices differ depending on location and company size. All results are broken down by region (North America, Europe and Asia-Pacific) and market cap (small, mid and large-cap)

• Read advice on managing different aspects of your sell-side coverage, for example a step-by-step guide to initiating new analysts

• Discover the answers to tricky questions such as: Do IR teams ever discourage analysts from starting coverage? And: How common is it for companies to manage the order of questions on conference calls?

Upcoming events

  • Briefing – Earnings in 2026: Keeping your story consistent under market scrutiny
    Wednesday, October 22, 2025

    Briefing – Earnings in 2026: Keeping your story consistent under market scrutiny

    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 With investors and analysts consulting an increasing volume of data sources to inform their investment decisions – as well as using AI to enhance their…

    Online
  • 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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