Digital Platforms
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How advanced data and analytical tools are elevating IROs to be strategic leaders
The IR role is entering a new era, one defined by data, speed and strategic influence. In a world where financial markets are driven by real-time insights and rapidly shifting narratives, IR professionals are no longer just corporate messengers. They are increasingly expected to be analytical thinkers, competitive strategists and trusted advisors to the C-suite and board.
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Introducing Quartr’s AI chat on mobile – purpose-built for public market research
Numbers are everywhere. But numbers alone don’t tell the full story. That’s why we launched Quartr’s AI chat on mobile, purpose-built for IR and public market research.
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Ten ways IROs can benefit from trend following
By now you’ll know that institutional investors and their decision-making processes have evolved to become more data-driven and systematic, using strict mathematical rules for portfolio construction. Discretionary stock and bond picking is increasingly an investment style of past, being rapidly replaced by quants, big-data sets and algorithms that can better select stocks and bonds compared to humans.
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The long view: how to unlock strategic value with scenario planning
Next time you meet with a top-tier investor, how much would it improve your interaction if you could confidently present a long-term view of how supply chain disruptions, interest rate shifts or geopolitical tensions could shape your company’s future? Picture equipping your analysts with data-driven insights that help your board navigate uncertainty with clarity and control. This is the power of modern scenario planning: a dynamic framework that enables IR teams to model multiple strategic themes across five, 10 or even 15-year horizons – and pivot quickly when the landscape changes.
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Playbook: How to conduct impactful scenario plans
Scenario planning allows IR teams to give investors and analysts and indication of how various events (e.g. interest rate changes, a global conflict, a change in political regime) will affect it in the future. It also takes into account how peers and competitors are communicating around these scenarios, too. In making sure you can give your shareholder community a long view on various outcomes, it means they have more confidence in you and your interactions with them. In addition, it allows IROs to have a seat at the strategic table and help their companies plan for the future. S&P’s platform…
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Backup, baby! Five simple steps IROs can take to mitigate the risks of cloud computing
When everything is online all the time, you need a (literal) backup plan Back in July 2024, a cybersecurity firm released a faulty software update to customers, impacting IT applications around the world and disabling everything from travel check-in counters to healthcare, banking to payment systems – all running with underlying software from a major Seattle-based software company. In mid-November, two key underwater fiber-optic data cables connecting countries around the Baltic Sea were cut – and not by mistake. Customers around the world reported issues accessing the program that most companies rely on for email communication, calendar scheduling and meetings.…
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The evolution of the IRO role: staying informed and strategic with Quartr Pro
Staying informed isn’t just a valuable skill for IROs – it’s a complete necessity for the job The fast pace of the market, rapid news cycles and intricate details hidden within earnings calls or filings make it challenging for IROs to cut through the noise and uncover key information quickly. But the role of IROs has evolved. They’re no longer just information providers – they’re increasingly becoming strategic advisors, bridging the gap between investors and management by shaping company strategies through analyst and investor feedback, and by monitoring market trends. Yet uncovering actionable insights amidst the flood of information can…
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How Quartr brings stories behind the numbers to light
Quartr simplifies access to IR material and puts qualitative insights and company narratives front and center IR is a cornerstone of public company communication, but let’s be honest, its current distribution methods are stuck in the past. Too often, IR relies on basic landing pages and email chains that are difficult to navigate and inefficient for stakeholders. This outdated process poses challenges for both companies themselves and their current and potential stakeholders. At Quartr, we’re on a mission to revolutionize the way IR material – particularly qualitative insights – is distributed, accessed, and utilized. In this article, I’ll walk you…
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Cyber-security exclusive: Inside the IR response to a major hack
Issue increasingly on the radar of boards – and regulators
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Making the most of data during investor events
It’s becoming easier to connect events intelligence with other aspects of the IR program, say industry partners
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Five ways to apply investor targeting to your existing holders
Analyzing your existing shareholding can help focus your time where it matters most
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Playbook: Growing and engaging your online investor audience
Strategies and practices crucial for cultivating a robust online presence that resonates with current and potential investors
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How Overstock used blockchain to distribute its digital dividend
While blockchain is a disruptive force in the capital markets, there haven’t been many IR use-cases identified yet – but Overstock could be paving the way
