Research section: Education and investor relations

It’s commonly accepted that there is no set route to becoming an IRO: anecdotal evidence suggests many in the profession come from diverse starting points, be they financial qualifications, on-the-job training or industry-specific university degrees. Though there are many different starting points, there are several skill sets and personal characteristics that lend themselves to the profession, and other attributes that are more specifically useful.

This report studies how IR professionals ended up in their current position, how qualified their team members are and how often they refresh their professional training. We also look at what qualifications and qualities respondents would like to see in their new colleagues – and how the two match up – in order to see what attributes are most needed for IROs to succeed.

Upcoming events

  • Briefing – Lessons from the 2025 Proxy Season
    Tuesday, July 22, 2025

    Briefing – Lessons from the 2025 Proxy Season

    In partnership with WHEN 8.00 am PT / 11.00 am ET / 4.00 pm BST / 5.00 pm CET DURATION 45 minutes About the event The 2025 proxy season was influenced by several key issues, including changes announced in Staff Legal Bulletin 14M regarding the interpretation of Rule 14a-8, and…

    Online
  • Briefing – Effective earnings preparation amid macro volatility
    Thursday, August 07, 2025

    Briefing – Effective earnings preparation amid macro volatility

    In partnership with WHEN 8.00 am PT / 11.00 am ET / 4.00 pm BST / 5.00 pm CET DURATION 45 minutes About the event Amid constant tariff news, geopolitical upheaval and other developments stemming from the new US administration, IR teams have their work cut out as they prepare…

    Online
  • IR Impact Forum – AI & Technology
    Wednesday, November 12, 2025

    IR Impact 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 early but fast-moving stage of adoption, IR teams are asking important questions…

    New York, US

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