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 – Earnings in 2026: Keeping your story consistent under market scrutiny
    Wednesday, October 22, 2025

    Briefing – Earnings in 2026: Keeping your story consistent under market scrutiny

    In partnership with WHEN 8.00 am PT / 11.00 am ET / 4.00 pm BST / 5.00 pm CET DURATION 45 minutes About the event With investors and analysts consulting an increasing volume of data sources to inform their investment decisions – as well as using AI to enhance their…

    Online
  • Briefing – Making your 2026 investor meetings count
    Thursday, October 30, 2025

    Briefing – Making your 2026 investor meetings count

    In partnership with WHEN 8.00 am PT / 11.00 am ET / 3.00 pm GMT / 4.00 pm CET DURATION 45 minutes About the event After a year of rapid technological advancements and significant macroeconomic change, it’s more important than ever for IR teams to maximize the impact of their…

    Online
  • Corporate Governance Awards
    Thursday, November 06, 2025

    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

Explore

Andy White, Freelance WordPress Developer London