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

  • Forum & Awards – South East Asia
    Tuesday, December 2, 2025

    Forum & Awards – South East Asia

    Building trust and driving impact: Redefining investor relations in South East Asia Investor Relations in South East Asia is at a turning point. Regulatory fragmentation, macroeconomic volatility and the growing importance of retail investors require IROs to strategically analyze and reform traditional practices. The ability to deliver transparent, dependable and…

    Singapore
  • Briefing – The value of IR in an increasingly passive investment landscape
    Wednesday, December 3, 2025

    Briefing – The value of IR in an increasingly passive investment landscape

    In partnership with WHEN 8.00 am PT / 11.00 am ET / 4.00 pm GMT / 5.00 pm CET DURATION 45 minutes About the event Explore how IR teams can adapt to the rise of passive investing while effectively measuring and communicating their impact. As index funds and ETFs reshape…

    Online
  • Forum & Awards – Greater China
    Thursday, December 4, 2025

    Forum & Awards – Greater China

    Adapting to change in Greater China: IR strategies for a sustainable, digital and global era The investor relations landscape in Greater China is being reshaped by rapid technological advances, growing ESG expectations, tighter budgets and increasing geopolitical pressures. Digital tools such as automation and Artificial Intelligence (AI) are transforming how…

    Hong Kong SAR

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Andy White, Freelance WordPress Developer London