Best Practice Report: How to engage with the sell side

Sell-side analysts are one of the most important stakeholder groups for IR teams, playing a vital role in getting a company’s message out to the market and supporting investor engagement. In this best practice report, we hear from leading IROs about how they work with the sell side to achieve the biggest value for their IR programs.

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The key benefits an IRO will get from reading the report:

  • IROs evaluate their working relationships with the sell side
  • Discover the practical steps to build your coverage
  • Maximize engagement opportunities to provide input into what’s said, to whom and in what format
  • Find out how to make sell-side alliances mutually beneficial
  • Avoid the errors some IROs make with analysts

Click here to read this best practice report

Upcoming events

  • Briefing – Lessons from the 2025 Proxy Season
    Tuesday, July 22, 2025

    Briefing – Lessons from the 2025 Proxy Season

    In partnership with WHEN 8.00 am PT / 11.00 am ET / 4.00 pm BST / 5.00 pm CET DURATION 45 minutes About the event The 2025 proxy season was influenced by several key issues, including changes announced in Staff Legal Bulletin 14M regarding the interpretation of Rule 14a-8, and…

    Online
  • Briefing – Effective earnings preparation amid macro volatility
    Thursday, August 07, 2025

    Briefing – Effective earnings preparation amid macro volatility

    In partnership with WHEN 8.00 am PT / 11.00 am ET / 4.00 pm BST / 5.00 pm CET DURATION 45 minutes About the event Amid constant tariff news, geopolitical upheaval and other developments stemming from the new US administration, IR teams have their work cut out as they prepare…

    Online
  • IR Impact Forum – AI & Technology
    Wednesday, November 12, 2025

    IR Impact Forum – AI & Technology

    About the event As more investors and corporate communication teams embrace AI, machine learning and emerging technologies to inform their decision-making, investor relations professionals are facing a pivotal moment: adapt and lead, or risk falling behind. At this early but fast-moving stage of adoption, IR teams are asking important questions…

    New York, US

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