Investors are becoming more selective in their engagement and less predictable in their voting, driven by a growing focus on company-specific issues, customized voting approaches and the rise of pass-through voting. At the same time, tighter regulations and more sophisticated activist strategies are making direct communication harder, increasing pressure on IR professionals to act earlier and more strategically. This playbook goes beyond ownership data to help identify who truly influences investment and voting decisions, spot early shifts in sentiment and prioritize the investors who matter most, enabling more targeted engagement, better-informed conversations and stronger investor support.
Download this playbook to:
- Improve your investor engagement approach by learning how top IR teams make the most of their shareholder, engagement and market intelligence
- Identify the signals that show which investors shape decisions and where views are changing
- Focus management time on the conversations most likely to build support
- Improve the quality and relevance of investor engagement in special situations
- Build stronger support across your shareholder base before critical moments
- Reduce the risk of activism, adverse votes and surprise outcomes through earlier, more targeted engagement.
It contains:
- Real-world examples of how leading IR teams are thinking about their engagement practices, starting from investor targeting
- Data revealing how investors have been engaging with companies in the 2026 proxy season
- Crucial intelligence around how to deploy senior management figures, working alongside activists and overall engagement strategies.
Includes thoughts of:
- Deb Wasser, vice president of IR, Etsy
- Steve Willoughby, senior vice president of IR, ESG and risk management, Revvity
- Brandon Throop, vice president, corporate development and investor relations, Blossom Gold
- Kirsten van Rooijen, Investor Engagement Global CEO, Computershare
- Aaron Bertinetti, CEO of investor engagement, North America, Computershare
- Meighan McGowan, head of business development, investor engagement, Computershare.
