Best Practice Report: Enhance your sell-side engagement

Proactive engagement alongside effective targeting and a clear and compelling narrative are all important factors in boosting coverage of your company, but for those IROs still finding the sell side a tough nut to crack, this new best practice report is here to inform and inspire.

This report in partnership with AlphaSense gives you practical steps from leading IROs on effectively and efficiently networking with analysts and shareholders, preparing your calendar and setting your objectives, then evaluating your engagements.

Key benefits an IRO will get from reading the report:

  1. Advice on resetting and enhancing your relationship with past, existing and new sell-side analysts
  2. An understanding of post-pandemic trends and priorities for the sell side
  3. Tips on capitalizing on every interaction
  4. Guidance on determining whether your sell-side engagements and coverage are hitting the targets you set
  5. Help with benchmarking against IR experts’ proven tips for success

Upcoming events

  • Briefing – How agentic AI can enhance your investor targeting
    Tuesday, August 19, 2025

    Briefing – How agentic AI can enhance your investor targeting

    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 Targeting has always been a time-consuming, manual and often unpredictable process. But with increasing pressure to demonstrate ROI and prioritize high-value investor conversations, IR teams…

    Online
  • Workshop – Capital allocation: Bridging strategy, communication and investor confidence
    Wednesday, September 17, 2025

    Workshop – Capital allocation: Bridging strategy, communication and investor confidence

    Key principles of effective communication on capital allocation Develop and communicate your capital allocation strategy in today’s environment Capital allocation is at the core of value creation and a key component of your equity story. An effective and well-communicated capital allocation strategy provides investors with conviction around your ability to…

    Zurich, Switzerland
  • Forum – AI & Technology
    Wednesday, November 12, 2025

    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 fast-moving stage of adoption, IR teams are asking important questions regarding implementation,…

    New York, US

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Andy White, Freelance WordPress Developer London