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Rules of engagement: How leading IR Pros are using modern intelligence techniques to identify investors with influence – available now
Investors are becoming more discerning about who they engage with – and more guarded in how they communicate. At the same time, voting behavior is growing less predictable as investors place greater emphasis on company-specific factors, adopt bespoke voting policies and increasingly embrace pass-through voting. Coupled with tighter regulatory constraints on direct dialogue and more sophisticated activist tactics, IR teams are under growing pressure to anticipate issues earlier and act with greater precision. This makes it harder than ever to identify the right investors, understand their priorities and equip management for meaningful, high-impact engagement. This playbook goes beyond traditional ownership…
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Rules of engagement: How leading IR Pros are using modern intelligence techniques to identify investors with influence
Investors are becoming more selective in their engagement and less predictable in their voting, driven by a growing focus on company-specific issues, customized voting approaches and the rise of pass-through voting. At the same time, tighter regulations and more sophisticated activist strategies are making direct communication harder, increasing pressure on IR professionals to act earlier and more strategically. This playbook goes beyond ownership data to help identify who truly influences investment and voting decisions, spot early shifts in sentiment and prioritize the investors who matter most, enabling more targeted engagement, better-informed conversations and stronger investor support. Download this playbook to: …
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Increasing passive ownership: what IROs can influence and whether it is worth the effort
When I started my journey in investor relations 15 years ago at a large-cap energy company, the focus was on the quality of materials, transparency and disclosure cadence. We wanted to report results ahead of peers, disclose all the metrics necessary to build high-quality financial models, maintain a regular cadence of disclosure – think monthly operating updates – and build presentations that clearly explained our investment story, our challenges and our strategy to overcome them. Slides had to tell a story and leave an impact.
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Companies can’t compete without a shareholder strategy: IROs are the ones to lead it
Rising shareholder activism has placed investor relations officers in the middle of a role expansion. IROs are now expected to influence strategy, not merely communicate it. Yet most discussions for this elevation focus on skills such as strategic fluency and stakeholder communication, tools such as targeting platforms and sentiment analytics, or the degree of C-suite access the IRO enjoys. The more consequential enabler remains underutilized: shareholder strategy. Shareholder strategy asks three questions that most boards and management teams answer only reactively, if at all: who owns us, why do they own us and how do we actively shape that composition…
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‘I had four meetings, one in a restaurant with great Texas steaks’: Inside Infineon’s IR-only day in Dallas
If you’re going to travel from Germany to the US to roadshow, what’s a few extra miles here or there? For Alexander Foltin, head of IR and group treasurer at Infineon Technologies, it makes sense to try to maximize the return on a transatlantic travel – which is what brought him to Dallas and Denver last year. Foltin shares his wider thoughts on Dallas in the IR Impact Roadshow Report 2026, where you can also find tips, tricks and roadshow commentary from other leading IR professionals. ‘Dallas was first put on the map for us from the debt side,’ he…
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Download ‘The IR Storyteller’s Handbook’: Expert insights for investment communications
Learn from leading IR professionals who share their expertise on investor relations storytelling. With 69% of IROs ranking storytelling among their top priorities in 2025, effective narrative communication has evolved from a “nice-to-have” to a strategic imperative.
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The art of engagement: how to build lasting shareholder relationships
Political pressure and regulatory change pose a challenge to IR and governance teams Shareholder engagement remains a top priority for companies navigating today’s complex capital markets. Proactively engaging key shareholders allows companies to communicate their long-term strategies, explain operational decisions and develop and strengthen relationships with this key stakeholder group. This need for engagement has only grown amid unstable economic conditions, including supply chain issues, inflation, tariffs, trade tensions and related market volatility. Recent anti-DE&I and anti-ESG movements, executive orders issued by the new US administration, changing proxy advisory firm policies and renewed efforts by shareholder activists all underscore the…
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Meme-stock mania is back, but something different is driving Krispy Kreme and American Eagle’s surge
The capital markets have been feeling a lot like 2021 recently. No, that’s not because of any political similarities, but because meme stocks are back in fashion. Again, it’s the turn of previously-struggling consumer brands and retailers to enjoy a sudden share price surge. Donut-maker Krispy Kreme, estate agent Opendoor, mortgage provider Rocket Companies and retailer Kohl’s have all seen their share prices balloon in recent weeks.
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The state of investor relations 2025
As 2025 unfolds, IR teams are navigating a landscape shaped by rising geopolitical tensions, ongoing market volatility, and the early signals of change from a new U.S. administration. Irwin’s State of Investor Relations Report 2025 – based on data collected in December 2024 – offers a look at how IR teams are adapting to these changes, highlighting the key trends redefining the IR function and offering actionable insights to help teams navigate the year ahead.
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Concise content, capturing imagination and e-snowmobiles: How to engage the next generation of investors
Recent IR Impact and Totem webinar explored how to capture the interest of a younger investor audience
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How modern IR teams can use CRMs to stay ahead
A proper system to keep track of customers is essential when juggling hundreds of engagements a year
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How liquidity can enhance the impact of your wider IR strategy
IR serves as a bridge between companies and their investors, promoting transparency, trust and market awareness.
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The new currency of power: the role of AI in targeted investor engagement
The most successful companies will be those who can leverage this technology without being consumed by it
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How having your stock traded at the weekend can help you access retail investors
In an increasingly competitive market environment, retail investors have emerged as a critical driver of growth for listed companies. But with many of these investors occupied during traditional trading hours, there remains an untapped potential to engage them on their terms—on weekends. Recognizing this opportunity, Cross Trade, led by CEO Larry Bolton, has pioneered a weekend trading platform designed to bridge this gap. In an exclusive interview with IR Magazine, he shares how weekend trading can revolutionize your retail investor targeting approach by creating more touchpoints and amplifying your company’s story to a broader audience. Download it below for free!
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Are finfluencers a good idea for your business – or your investor relations? – IR Voice
In this episode of IR Voice, we talk about the use of finfluencers by IR teams at public companies.
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Mark Fasken of Irwin on mastering investor targeting and conversion
Mark Fasken, co-founder & COO at Irwin, offers practical advice to companies of all sizes, including IROs at small caps on setting realistic goals for their investor targeting, and emphasizes the importance of focusing on the right investors at the right time
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What UK IR teams can do to decrease outflows from the stock market
Three tips to stem the outflow trend and revitalize the market
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What meme-stock rallies have told us about retail investors
Never underestimate the power of the retail voice
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‘Sexy is not the right adjective for our industry’: Inside waste disposal firm Clean Harbors’ award-winning investor day
Company awarded best investor event (small to mid-cap) trophy at the IR Magazine Awards – US 2024
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As shareholder meeting season comes to a close, focus shifts to shareholder engagement season
Shareholder meetings are landmark events for North American listed companies, but executives need to engage shareholders throughout the year
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How Stella-Jones’ Stephanie Corrente put on an award-winning investor day
Recent webinar reveals the planning that goes into an impactful investor event
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Ten seasoned IR experts’ top tips for career growth in investor relations
This new report provides IROs with invaluable career advice from 10 highly experienced investor relations professionals and consultants, who share on Irwin’s ‘Winning IR’ podcast how they grew and prospered during their tenure in IR. Download it below, for free, to learn about: Please complete the form below with the information requested. Once you have filled in the form, you will receive or be taken to the white paper. We need this information so that we can make the white paper available to you, and so that we and Irwin can keep you updated via email and telephone of our…
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Finfluencers and education: Out-of-the-box strategies to target and engage retail investors
Veteran IROs share top tips on crafting an inspired, strategic and measurable retail IR strategy
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Institutional investors boost crypto holdings, finds survey
Investors attracted by ETF approvals and price surge
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Exclusive interview: Macro-risk specifics key topic in institutional investor-asset manager engagement
IROs can add value by sharing risk specifics, building confidence that is then relayed to investors
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ESG-skeptic proxy voting at ISS and investor-targeting strategies – IR Voice
Investor-targeting strategies and a new set of proxy voting guidelines adopted by ISS
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Perception studies are the foundation of effective targeting
Professional surveys offer valuable insights into stakeholder thinking
Irwin
Download ‘The IR Storyteller’s Handbook’: Expert insights for investment communications
Learn from leading IR professionals who share their expertise on investor relations storytelling. With 69% of IROs ranking storytelling among their top priorities in 2025, effective narrative communication has evolved from a “nice-to-have” to a strategic imperative.
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Irwin enables leading organizations to manage their investor relations programs with a modern, easy-to-use, integrated product, differentiated and comprehensive investor and shareholder data, a commitment to service excellence, and a powerful and versatile suite of investor relations tools. To learn more, visit: www.getirwin.com
