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

  • Briefing – Making your investor day work beyond the event
    Thursday, May 14, 2026

    Briefing – Making your investor day work beyond the event

    In partnership with WHEN 8.00 am PT / 11.00 am ET / 4.00 pm BST / 5.00 pm CET DURATION 45 minutes Drive results now and turn one day into years of investor intent signalling Investor days are high-stakes events, and their success and impact go well beyond the day…

    Online
  • Awards – Europe
    Thursday, June 18, 2026

    Awards – Europe

    About the event The IR Impact Awards – Europe takes place on Thursday, June 18, 2026 in London. This very special event honors excellence in the investor relations profession across Europe and we are excited to welcome everyone for an evening of fine food and lots of celebrating! WHEN WHERE…

    London, UK
  • Think Tank – Europe
    Thursday, June 18, 2026

    Think Tank – Europe

    About the event The IR Impact Think Tank – Europe will take place on Thursday, June 18, 2026 in London and exclusively for senior IR officers. Our think tanks are free to attend and our unique format enables participants to network extensively, discuss, debate and dissect topical issues affecting today’s…

    London, UK

Explore

Andy White, Freelance WordPress Developer London