Investor Targeting: Harnessing the data

 

Targeting has always ranked high on IROs’ lists of priorities, and yet efforts to arrange non-deal roadshows and meet with investors have sometimes been scattershot.

This white paper will cover:

  • Trends in targeting and how they might influence your investor relations program
  • The key elements of a sophisticated targeting program: reach, alignment and outcome
  • How big data, analytics and new platforms are enabling IR departments to finely tune their outreach
  • Meeting analytics, and how carefully monitoring the outcome of investor interactions might inform a smarter targeting strategy
  • Ideas for honing a company’s story in light of demonstrated investor interest
  • New thinking on how fundamental changes in strategy or investment outlook might lead to a realignment of one’s targeting peer group and prospective investors.

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Upcoming events

  • Briefing – Winning investor confidence: how IR teams can anticipate sentiment and drive support
    Wednesday, July 15, 2026

    Briefing – Winning investor confidence: how IR teams can anticipate sentiment and drive support

    In partnership with WHEN 8.00 am PT / 11.00 am ET / 4.00 pm BST / 5.00 pm CET DURATION 45 minutes Winning investor confidence: how IR teams can anticipate sentiment and drive support The capital markets are becoming increasingly fragmented. Passive strategies, pass-through voting and evolving stewardship priorities mean…

    Online
  • Corporate Governance Forum
    Thursday, November 5, 2026

    Corporate Governance Forum

    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
  • Corporate Governance Awards
    Thursday, November 5, 2026

    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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