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

  • Forum & Awards – South East Asia
    Tuesday, December 2, 2025

    Forum & Awards – South East Asia

    Building trust and driving impact: Redefining investor relations in South East Asia Investor Relations in South East Asia is at a turning point. Regulatory fragmentation, macroeconomic volatility and the growing importance of retail investors require IROs to strategically analyze and reform traditional practices. The ability to deliver transparent, dependable and…

    Singapore
  • Briefing – The value of IR in an increasingly passive investment landscape
    Wednesday, December 3, 2025

    Briefing – The value of IR in an increasingly passive investment landscape

    In partnership with WHEN 8.00 am PT / 11.00 am ET / 4.00 pm GMT / 5.00 pm CET DURATION 45 minutes About the event Explore how IR teams can adapt to the rise of passive investing while effectively measuring and communicating their impact. As index funds and ETFs reshape…

    Online
  • Forum & Awards – Greater China
    Thursday, December 4, 2025

    Forum & Awards – Greater China

    Adapting to change in Greater China: IR strategies for a sustainable, digital and global era The investor relations landscape in Greater China is being reshaped by rapid technological advances, growing ESG expectations, tighter budgets and increasing geopolitical pressures. Digital tools such as automation and Artificial Intelligence (AI) are transforming how…

    Hong Kong SAR

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