ETFs, index funds and other ‘passive’ instruments are making up an increasingly large part of the investment universe. But such investors are far from passive in their appetite for engagement from IR teams and are increasingly demanding specialized attention from issuers. Understanding how fund flows are impacting companies – and turning that data into actionable, strategic intelligence – is a key challenge facing IROs in 2026.
In this IR Impact Playbook, written in partnership with Nasdaq IR Intelligence, you will learn:
- How to understand and communicate around passive fund flows
- How leading IR teams at GE Healthcare, Getech and Columbia Banking System are handling this process
- Where IR teams can add value to the intelligence gathered
- Why KPIs and benchmarking can help refine your market intelligence.
This playbook includes:
- A detailed analysis of the current passive push
- A guide to understanding and communicating around fund flows
- Case studies of leading IR teams
- A fund flow checklist
- A summary of the areas where IR can add value to these processes
- A guide of how to assess and benchmark performance.
Features insights from:
- Prabhdeep Sagoo, head of IR advisory product strategy at Nasdaq
- Stephanie Bui, co-head of investor engagement Americas at Nasdaq
- Carolynne Borders, chief investor relations officer at GE Healthcare
- Irina Logutenkova, head of IR at Getech
- Jacquelynne Bohlen, head of IR at Columbia Banking System.
