Best Practice Report: Building an IR strategy now available

How do some of the best IROs in the business plan their IR activity? What do best practice IR calendars and engagement plans look like? What are effective ways to plan ahead while staying nimble to changing investor sentiment? How have IR calendars shifted since the Covid-19 pandemic? In this new best practice report by IR Magazine, in partnership with Lumi Global, we speak with leading IROs from around the world about how they plan, prepare and execute their IR strategies.

Get inspired by reading how your IR peers structure their plans to achieve a fair valuation and factor in messaging and engagement to reach it. Consider the vital elements that sit at the heart of an effective IR strategy, given ever-greater competition for capital, levels of scrutiny, the need to adapt to sudden macroeconomic challenges and the drive for cost efficiencies. Weigh up in-person and virtual shareholder engagement options and recognize the value of buy-in from associates at your own company. How do your fellow IROs measure the success of their IR strategy for the results they want?

Experts at Lumi Global also explain why it is important to set clear goals, measure and evaluate, develop clear and consistent messaging, build relationships and engage with stakeholders while embracing ESG.

The key benefits an IRO will get from reading the report:

  •  Consider the building blocks of your IR strategy
  •  Read an IRO’s walk-through of his strategy process
  •  Develop your stakeholder story, plan your messaging and align internally
  •  Monitor markets and investor feedback and maximize the value of virtual
  •  Showcase your progress, measure your success and stay nimble.

 

Click to read the Best Practice Report: Building an IR strategy >>

Click to read Best Practice Report – Building an IR strategy – Lumi

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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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