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.

Click here to read this best practice report

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 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 early but fast-moving stage of adoption, IR teams are asking important questions…

    New York, US

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