Investor Targeting report

Based on responses from more than 200 IR professionals and more than 100 members of the investment community, Investor Targeting investigates how companies in general and IR professionals in particular approach the targeting of investment, and looks at any recent developments in these programs. Data in the report is broken down by region, company market cap size and investor job title.

The report looks in detail at the following issues for IR:

What methods are used in targeting investors?
What are the criteria for identifying new targets?
How successful is targeting in gaining new investors?
How has the role of . . .

RESERVED FOR ADVANCED SUBSCRIBERS

Sign in or upgrade to our My IR – Advanced to access this exclusive content. Gain access to expert research, best practices and exclusive intelligence designed for senior IR professionals, team leaders and those transitioning from the sell-side.

Subscribe now for everything in our free plan, plus:

  • The latest IR practice and salary reports
  • Regional IR rankings with buy side and sell-side insights
  • Exclusive CFO perspectives and boardroom strategies
  • Monthly masterclasses with top experts
  • 35+ years of research and analysis
  • 20% off forums & 5% off awards
  • Coming soon: Path to CFO tracker

Upgrade now to make a real impact in your organization.

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, governance and corporate communicators 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…

    New York, US

Explore

Andy White, Freelance WordPress Developer London