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

  • Awards – Europe
    Thursday, June 18, 2026

    Awards – Europe

    About the event The IR Impact Awards – Europe takes place on Thursday, June 18, 2026 in London. This very special event honors excellence in the investor relations profession across Europe and we are excited to welcome everyone for an evening of fine food and lots of celebrating! WHEN WHERE…

    London, UK
  • Think Tank – Europe
    Thursday, June 18, 2026

    Think Tank – Europe

    About the event The IR Impact Think Tank – Europe will take place on Thursday, June 18, 2026 in London and exclusively for senior IR officers. Our think tanks are free to attend and our unique format enables participants to network extensively, discuss, debate and dissect topical issues affecting today’s…

    London, UK
  • Forum – AI & Technology
    Thursday, November 12, 2026

    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 fast-moving stage of adoption, IR teams are asking important questions regarding…

    New York, US

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