Why – and how – you should be building a meaningful relationship with retail shareholders

Ninety seven percent. That is number of retail investors who say dedicated communications from management would make them more likely to buy additional shares. It is also just one statistic in a new playbook looking at how to build a long-term relationship with retail.

As well as looking at the current state how retail communications, data also explores what drives buying and selling, where loyalty comes into the mix and the ways in which retail shareholders are engaging with their holdings. The findings offer a clear message: what companies are doing at the moment is falling short.

Click to read How to build a long-term relationship with retail >>

Download the playbook to:

  • Use data to build your understanding of retail investors: how they want to engage, what they want to hear and what drives stock loyalty
  • Learn about the policy changes that could impact retail engagement
  • Hear from award-winning IR professionals who have been investing in retail relationships – without necessarily trying to grow the retail base
  • Dispel some of the common misconceptions around retail
  • Learn where your time and money is best spent in this relationship – and what resonates most with retail
  • Get an inside view into how companies are measuring the success of their retail efforts.

Click to read How to build a long-term relationship with retail >>

Upcoming events

  • Corporate Governance Forum
    Thursday, November 5, 2026

    Corporate Governance Forum

    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
  • Corporate Governance Awards
    Thursday, November 5, 2026

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

    Forum – AI & Technology

    About the event A year ago, the conversation around AI within investor relations centred on adoption and implementation: which tools to use, how to implement them and how to manage the associated risks. Today, the landscape has evolved significantly. AI is no longer an emerging concept for many IR teams,…

    New York, US

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