Best Practice Report: Taking a strategic approach to investor targeting

What changes would you like to make to your shareholder base? More international diversification? A greater proportion of retail holders? Less influence from hedge funds? By taking a strategic approach to investor targeting, IR teams can meet their long-term goals for the share register. And, as market uncertainty increases, the importance of targeting ramps up significantly – even for larger companies.

Click to read Best Practice Report: Taking a strategic approach to investor targeting >>

In this best practice report from IR Magazine, in partnership with Irwin, we hear from companies that have successfully reshaped their shareholder base through careful planning and execution. We have spoken with leading investor relations professionals and communications consultants about how they set long-term targeting goals, plan outreach with prospective investors and measure the success of targeting programs.

Draw inspiration when developing your investor targeting strategy with this report’s exploration of such factors as ESG, company evolution and growth, institutional and retail investors, changing markets and overseas stakeholders. Adopt the report’s filters for effective execution of your strategy and how to measure the multiple metrics of success.

Read this report to:

  1. Understand the value of strategic investor targeting today
  2. Consider ways to re-evaluate your existing shareholder base
  3. Devise the company-specific criteria by which you set your new goals
  4. Action your plan at the right times of the year
  5. Benchmark your success against quantitative and qualitative factors

Click to read Best Practice Report: Taking a strategic approach to investor targeting >>

Upcoming events

  • Corporate Governance Forum
    Thursday, November 5, 2026

    Corporate Governance Forum

    About the event WHEN WHERE VENUE_ADDRESS Awards by nomination Categories Awards by research Categories What our attendees say IR Rankings – LOCATION The IR Rankings – LOCATION report is the ultimate benchmarking resource for any IRO looking to improve their IR program. It provides detailed analysis and statistics on the…

    New York, US
  • Corporate Governance Awards
    Thursday, November 5, 2026

    Corporate Governance Awards

    About the event WHEN WHERE VENUE_ADDRESS Awards by nomination Categories Awards by research Categories What our attendees say IR Rankings – LOCATION The IR Rankings – LOCATION report is the ultimate benchmarking resource for any IRO looking to improve their IR program. It provides detailed analysis and statistics on the…

    New York, US
  • Forum – AI & Technology
    Thursday, November 12, 2026

    Forum – AI & Technology

    About the event A year ago, the conversation around AI within investor relations centred on adoption and implementation: which tools to use, how to implement them and how to manage the associated risks. Today, the landscape has evolved significantly. AI is no longer an emerging concept for many IR teams,…

    New York, US

Explore

Andy White, Freelance WordPress Developer London