When it comes to investor relations and retail investors, there is a disconnect – a gap in engagement that offers a real opportunity for those companies that build a meaningful relationship with retail.
At present, too few companies are really talking to potential or even existing retail shareholders. For example, 68 percent of retail investors rarely or never listen to an earnings call; 67 percent rarely or never visit the IR website. Still, these people say they would appreciate more and better engagement.
Some companies do a great job on retail though. We hear how these IR teams are learning about their retail holders – from the topics that interest them to where they consume financial information – and using that information to drive fruitful, long-term relationships. The findings highlight how easy it is to take what you already have and deliver meaningful content to your retail base.
Download this playbook to:
- Use data to grow your understanding of retail investors, including how they want to engage with the companies they hold and where loyalty comes into play
- Learn about the policy changes that have the potential to further impact this already underserved group
- Hear from top IR professionals as they share their experiences building real relationships with their retail holders
- Dispel some of the myths around retail
- Learn more about where your retail holders are likely consuming the information that might ultimately guide buy and sell decisions
- Get insights into how companies are measuring the success of their retail strategies – including where they see the best ROI.
It contains:
- Real-world case studies from award-winning IR professionals highlighting why these companies are investing in their retail relationships
- Fascinating data exploring the relationships retail have with their holding companies – from the owners ready to sell at a set price, to those ‘sticky’ holders that remain in the stock for years
- Research into how often retail would like to hear from their holdings, the type of content they want to read and where they consume information – highlighting just how easy it is to get going on retail communications
- Insights into how companies measure the success of their retail strategies.
Includes thoughts from:
- Jesse Rose, head of IR at Reddit
- Francesca DeMartino, chief investor relations officer at Pfizer
- Benjy Messner, New River Strategies founder
