Best Practice Report: Taking a strategic approach to investor targeting

Companies need shareholders that support the corporate strategy – not just now, but also as the business grows and evolves. By taking a long-term and thoughtful approach to targeting, IR teams can help curate a shareholder base that will be supportive of the business through market turmoil and for years to come.

For this best practice report, IR Magazine has spoken with leading investor relations professionals and communications consultants about how they set long-term targeting goals, plan outreach with prospective investors and measure the success of targeting programs.

Read this report to:

  1. Understand the value of strategic investor targeting today
  2. Consider ways to re-evaluate your existing shareholder base
  3. Devise the company-specific criteria by which you set your new goals
  4. Action your plan at the right times of the year
  5. Benchmark your success against quantitative and qualitative factors

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
  • 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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