Targeting platforms and data
-
Investor targeting as a continuous discipline
Historically – and still too often today – we find that investor targeting is approached as a project. It’s a task that IR teams, often with valuable support from brokers, do once a year or ahead of roadshows and conferences. But daily – and even more so weekly and monthly – investors’ holdings change. Company circumstances evolve. Market conditions shift.
-
How modern IR teams can use CRMs to stay ahead
A proper system to keep track of customers is essential when juggling hundreds of engagements a year
-
How liquidity can enhance the impact of your wider IR strategy
IR serves as a bridge between companies and their investors, promoting transparency, trust and market awareness.
-
A complete guide to corporate access platforms for investor relations
These 10 corporate access platforms, CRM systems and meeting technology providers are powering the investment engagement landscape
