Research report: How to manage your sell-side coverage

A comprehensive guide for investor relations professionals, this report covers the main areas of engagement between companies and sell-side analysts, including coverage initiation, building relationships, consensus estimates and measuring IR performance.

Key benefits include:

• Find out how your peers manage their sell-side coverage through this report, which is based on a survey of more than 650 IR professionals

• Learn about how IR practices differ depending on location and company size. All results are broken down by region (North America, Europe and Asia-Pacific) and market cap (small, mid and large-cap)

• Read advice on managing different aspects of your sell-side coverage, for example a step-by-step guide to initiating new analysts

• Discover the answers to tricky questions such as: Do IR teams ever discourage analysts from starting coverage? And: How common is it for companies to manage the order of questions on conference calls?

Upcoming events

  • Briefing – Are investors finding your IR content in AI?
    Wednesday, December 17, 2025

    Briefing – Are investors finding your IR content in AI?

    In partnership with WHEN 8.00 am PT / 11.00 am ET / 4.00 pm GMT / 5.00 pm CET DURATION 45 minutes About the event AI is transforming how investors and analysts access company information. Increasingly, earnings reports, disclosures and IR websites are being read first by algorithms and large…

    Online
  • Forum – AI & Technology Europe
    Thursday, March 12, 2026

    Forum – AI & Technology Europe

    About the event Stay ahead. Harness AI. Transform IR. In today’s rapidly evolving financial landscape, AI is transforming how IROs engage with investors, analyze market sentiment and deliver insights. Yet, many IR teams face challenges in understanding and employing these tools effectively. WHEN WHERE America Square Conference Centre, London The…

    London, UK
  • Think Tank – West Coast
    Thursday, March 19, 2026

    Think Tank – West Coast

    Our unique format – Exclusively for in-house IRO’s The IR Impact Think Tank – West Coast will take place on Thursday, March 19, 2026 in Palo Alto and is an  invitation-only event exclusively for senior IR officers. Our think tanks are free to attend and our unique format enables participants to network extensively, and discuss, debate and dissect…

    Palo Alto, US

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