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 – 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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