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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…
Published 3 hours ago -
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: …
Published 3 hours ago -
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…
