Passive Ownership
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Passive investors driving active opportunities: how fund flows are shaping how IR teams direct their time
Recent IR Impact briefing, held alongside Nasdaq, explores the implications of the ongoing passive shift As passive ownership continues to grow, how companies interpret trading activity and allocate their investor engagement efforts is shifting in parallel. A recent IR Impact briefing, in association with Nasdaq, brought together Jacquelynn Bohlen (head of IR, Columbia Banking System), Stephanie Bui (co-head, investor engagement, Americas, Nasdaq) and Prabhdeep Sagoo (senior director, market and shareholder intelligence services, Nasdaq) to examine how these structural changes are reshaping expectations of the IR role. Their discussion explored the growing focus on improving engagement strategies, the need for IR teams to be methodical in targeting active investors and how to integrate benchmarking as a tool to demonstrate the strategic value of IR. Passive as active supporters The discussion started off about…