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

Click here to read this best practice report

Upcoming events

  • 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
  • Briefing – How agentic AI can enhance your investor targeting
    Tuesday, August 19, 2025

    Briefing – How agentic AI can enhance your investor targeting

    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 Targeting has always been a time-consuming, manual and often unpredictable process. But with increasing pressure to demonstrate ROI and prioritize high-value investor conversations, IR teams…

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

    New York, US

Explore

Andy White, Freelance WordPress Developer London