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

  • Briefing – Earnings in 2026: Keeping your story consistent under market scrutiny
    Wednesday, October 22, 2025

    Briefing – Earnings in 2026: Keeping your story consistent under market scrutiny

    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 With investors and analysts consulting an increasing volume of data sources to inform their investment decisions – as well as using AI to enhance their…

    Online
  • Briefing – Making your 2026 investor meetings count
    Thursday, October 30, 2025

    Briefing – Making your 2026 investor meetings count

    In partnership with WHEN 8.00 am PT / 11.00 am ET / 3.00 pm GMT / 4.00 pm CET DURATION 45 minutes About the event After a year of rapid technological advancements and significant macroeconomic change, it’s more important than ever for IR teams to maximize the impact of their…

    Online
  • Corporate Governance Awards
    Thursday, November 06, 2025

    Corporate Governance Awards

    About the event WHEN WHERE VENUE_ADDRESS Awards by nomination Categories Awards by research Categories What our attendees say IR Rankings – LOCATION The IR Rankings – LOCATION report is the ultimate benchmarking resource for any IRO looking to improve their IR program. It provides detailed analysis and statistics on the…

    New York, US

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Andy White, Freelance WordPress Developer London