-
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…
-
Maximizing the potential of and mitigating risks in IR using AI
Majority of IROs have not embedded AI into their processes but are interested in learning more, research shows Just under two thirds (64 percent) of IR professionals indicated they have not embedded AI into their processes, but are interested in understanding its potential, according to findings from Nasdaq’s 5th annual IR Issuer Pulse survey. AI integration could help support more efficient and strategic decision-making for IR professionals and marks a shift towards data-driven insights, automation, and enhanced communication strategies. While only a fraction of IR professionals have fully embedded AI into their processes, there is a palpable curiosity to further explore its…
-
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 This outdated process poses challenges for both companies themselves and their current and potential stakeholders.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…
-
IR use of AI shifts up a gear thanks to tailored tools, trusted data and a little help from friends
It’s around two years since ChatGPT launched and pushed generative-AI tools to the forefront of just about everyone’s minds. Given that timeframe, you might think that the buzz would be starting to wane. But the packed house for our AI and Technology Forum, held this week in New York, told a different story. Clearly there is still huge hunger to understand the impact of AI on the capital markets and how IR teams can use this tech to be more efficient and effective. Something has changed, though – you don’t want to hear people just talking about the potential of…
-
‘AI is right around the corner’: DFIN’s Ron Schneider on the latest proxy trends
Emerging technologies will feature high on 2025’s proxy statements
-
‘It’s an intimidating but empowering platform all at once’: Autonation’s Bryan Kloster on adopting AI
The IRO first considered using AI after attending last year’s IR Magazine Forum – AI & Technology Not everyone who is using AI is a tech native or algorithmic expert – just ask Bryan Kloster, investor relations manager at Autonation. He attended last year’s IR Magazine Forum – AI & Technology and had his imagination sparked for how the technology might streamline his own IR team’s workflow. Fast forward to this year’s event – due to be held in New York on December 3 – and Bryan is now speaking on how he has adopted generative AI in his own…
-
Would you ever put an AI-generated version of your CEO in front of investors?
Swedish tech firm Klarna has trialed doing exactly that in its latest quarterly update Do you have a hard time convincing your senior management to spend time recording remarks for your quarterly updates? I know several IROs who say they struggle to convince their CEOs, CFOs and other C-suite members to spend more than the minimum amount of time on their company’s IR efforts. When browsing LinkedIn this week, however, I stumbled across what might be a novel solution: putting together a deepfake of your CEO so you can get them to say whatever you want to investors, whenever…
-
‘In 2025, AI for IR will be an expectation, not an option’: Gregg Lampf on gaining C-suite buy-in
Ciena’s head of IR speaks ahead of upcoming IR Magazine Forum – AI & Technology Ahead of our upcoming IR Magazine Forum – AI & Technology, set to be held in New York on December 3, IR Magazine has caught up with some of the event’s leading speakers to understand how they currently view the technology – and the aspects of its use they are looking forward to discussing in more detail. Gregg Lampf, vice president of investor relations at Ciena, has emerged as one of the IR profession’s leading proponents of the technology, and is not only set to…
-
How to start thinking about overcoming the risks and obstacles of AI implementation
Q&A with Chandrika Nigam, former senior director of investor relations at Adtalem Global Education One new technology has dominated headlines in 2024: the emerging importance of AI in everybody’s lives, not just for IROs. The upcoming IR Magazine Forum – AI & Technology is focused on how IROs can following the footsteps of investors, governance and corporate communications teams who are adopting innovative technology, machine-learning and generative AI to support their day-to-day decision-making. Taking place on December 3 in New York, the event will provide IR teams at publicly listed companies with a blueprint for the responsible use of AI…
-
‘Don’t resist the unfamiliar’: Andrew Posen on how IROs can keep up with the buy side’s use of AI
The WOW! Internet, Cable and Phone head of IR speaks ahead of an upcoming IR Magazine event One new technology has dominated headlines in 2024: the emerging importance of AI in everybody’s lives, not just for IROs. The upcoming IR Magazine Forum – AI & Technology is focused on how IROs can following the footsteps of investors, governance and corporate communications teams who are adopting innovative technology, machine-learning and generative AI to support their day-to-day decision-making. Taking place on December 3 in New York, the event will provide IR teams at publicly listed companies with a blueprint for the responsible…
-
‘We are not going for hype’: Why IR teams are using finfluencers to help them reach investors
IROs say that retail investors are increasingly using alternative channels to find their companies Finfluencers weren’t part of Eugeniu Baltag’s original IR plan. But he says markets have changed – and digitalization has changed IR. Especially for companies with a strong retail following like Purcari, the multi-award-winning Moldovan winery, where he serves as investor relations director. ‘We are living in a very dynamic world, and digitalization is part of our daily life,’ he states. ‘Right now, the entire IR communication is shifting.’ Traditional forms of IR engagement remain of course – broker-organized events, meetings with institutions – but Baltag says…
-

How investor relations teams can streamline their Q&A preparations
AI can help reduce the workload for the time-consuming task of earnings preparation
-
Europe’s top 500 companies resemble the US list of 20 years ago – and that could be a problem
The Fortune 500 ranking shows that similar problems may face Europe’s top companies What are the biggest companies in Europe, according to their revenue? According to Fortune, it’s largely companies in the automative, energy and finance sectors. The second edition of the Fortune 500 Europe is dominated by the likes of German car maker Volkswagen, which has risen to number-one spot this year, and features several of the continent’s industrial powerhouses. In fact, it features many of Germany’s leading companies. But the authors of the index have pointed to something interesting: the makeup of the 2024 list looks very similar…
-
Data management and cyber-security: Key strategies for IR teams
How to manage huge volumes of data, mitigate cyber-risks and build your data capabilities from scratch
-
Cyber-security exclusive: Inside the IR response to a major hack
Issue increasingly on the radar of boards – and regulators
-
Future-proof investor communications: A new era in earnings calls
How to meet today’s expectations and adapt to the challenges of tomorrow
-
IR websites that create real value
All listed companies have a section covering investor relations on their website. If done well, this section can create real value – especially for retail investors
-
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
-
Apple Intelligence shows the direction of travel for AI use in IR
Tech company adds AI capabilities to range of services
-
Five ways to apply investor targeting to your existing holders
Analyzing your existing shareholding can help focus your time where it matters most
-
Investor targeting and AI: Where are we now – and what are the possibilities?
AI is already being applied to targeting, but accuracy could be improved further with higher-quality data
-
How might AI change IR teams of the future?
New AI-powered IR tech offers fast, accurate results – but investor relations will always require the human touch, even at the junior level
-
How the buy side is using AI – and what it means for IR
Portfolio managers explain how they use the technology and how IROs can best respond
-
How the buy side uses AI to pick stocks and the truth inside SEC filings – IR Voice
How the buy side is using AI to help with investment decisions and we speak to an SEC filings expert
-
Making data the innovation: Spending less time on IR with better results
Being clever with how you use data can drive huge efficiency gains
-
How the team at Moody’s uses AI to streamline its IR program
Internal platform shaves hours off regular IR activities, says head of investor relations Shivani Kak
-
JPMorgan’s Aaron Bertinetti on crisis management and AI implementation at the IR Magazine Awards – US 2024
At the IR Magazine Awards – US 2024, JPMorgan Chase & Co received five nominations: best in sector for financials, best crisis management, best ESG reporting (large cap), best IR during a corporate transaction and best use of technology including AI. At the ceremony, the firm picked up two prizes for handling the US banking crisis in 2023 and for best IR in the financials sector. In this video interview, Aaron Bertinetti, who leads JPMorgan Chase’s ESG efforts and investor relations, talks about the company’s preparedness for crises, attributing its success to leadership, quality relationships and thorough risk management. He…
-
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

