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

  • 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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