Best Practice Report: Rethinking retail investors

Recently, technology – the rise of fee-free, online brokers – alongside the Covid-19 pandemic added millions of new retail investors to share registers around the world. Retail investors, previously a side note for investor relations, have become a vocal voice at AGMs as well as proving themselves to be loyal, long-term holders.

This report, in partnership with Proxymity, brings you practical steps on how to grow your retail segment, and how to effectively engage with it. Leading IR professionals share tips on what retail investors want to know about from IROs, the kinds of questions they bring to the AGM and the support base they can offer your company.

Key benefits an IRO will get from reading the report

  1. Advice on the tactics that work best when looking to expand your retail ownership.
  2. A view on the communication tools that work for this digitally engaged group of investors.
  3. Examples of what retail investors want when it comes to IR and the questions they ask.
  4. Guidance on how engaged retail investors are when it comes to the AGM – and the support they can provide.
  5. An insight into the value this still under-represented investor group can offer companies looking to boost their retail strategy.

Upcoming events

  • 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
  • Forum & Awards – South East Asia
    Tuesday, December 02, 2025

    Forum & Awards – South East Asia

    Seizing opportunity in shifting markets For the past three decades, IR Impact has honored excellence in investor relations around the world and in 2025, we continue to recognize and help further IR best practice. We will be joined by senior IR professionals from across Indonesia, Malaysia, the Philippines, Singapore and Thailand for…

    Singapore

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