From our partners
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How advanced data and analytical tools are elevating IROs to be strategic leaders
The IR role is entering a new era, one defined by data, speed and strategic influence. In a world where financial markets are driven by real-time insights and rapidly shifting narratives, IR professionals are no longer just corporate messengers. They are increasingly expected to be analytical thinkers, competitive strategists and trusted advisors to the C-suite and board.
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The 2025 state of AI for business and finance
2025, the teams seeing the biggest gains aren’t chasing shiny tools, they are quietly transforming how work gets done. Organizations adopting workflow-integrated, expert-driven AI are seeing measurable gains in efficiency and insight generation. This new report from AlphaSense sets out the findings based on a survey conducted in May 2025, into the perspectives of 300 professionals in the United States, across areas like consulting, corporate strategy, competitive intelligence, asset management and investment banking.
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The AI-empowered IRO: the three personas that can help you understand how best to approach AI
Investor relations is entering a period of rapid transformation. Investors are already using AI to screen disclosures, detect sentiment and benchmark performance across their portfolios. This growing analytical power on the buy side is changing expectations for speed, accuracy and insight. For IROs, the question is no longer whether to use AI, but how to harness it to match the sophistication of the investors they serve.
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Introducing Quartr’s AI chat on mobile – purpose-built for public market research
Numbers are everywhere. But numbers alone don’t tell the full story. That’s why we launched Quartr’s AI chat on mobile, purpose-built for IR and public market research.
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Enhancing valuation: optimizing your equity story for the right investors
In Asia’s dynamic capital markets, the challenge for listed companies is clear: how to enhance valuation and ensure the right story resonates with the right investors. High ownership concentration, regional shareholder dominance and fragmented analyst coverage mean that earning the attention – and conviction – of global investors requires more than traditional broker-driven outreach or routine disclosures. What’s needed is an integrated approach built around three collar pillars: independent investor feedback, rigorous investor targeting and high-impact capital markets events.
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The new era of sustainability reporting: global shifts, practical lessons and strategic opportunities
Sustainability reporting is entering a new era. Regulatory shifts, evolving standards and rising stakeholder expectations are reshaping the landscape, creating both challenges and opportunities for organizations worldwide. Demand for consistent, comparable and decision-useful information continues to push voluntary standards toward harmonization, while jurisdictions move closer to mandatory frameworks. The result: a reporting environment that is more complex, but also more transparent, globally aligned and investor-focused.
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Governance Playbook: From compliance to confidence: Proxies that win trust and votes
The proxy statement is no longer just a compliance document, but a strategic communication tool that reflects your company’s governance priorities, transparency and responsiveness to stakeholder expectations. The 2025 proxy season introduced a wave of new practice, from evolving ESG and DE&I disclosures to heightened attention on cybersecurity and AI. As investor demands grow more sophisticated, companies must respond with greater clarity, depth and strategic foresight. This playbook offers a comprehensive, actionable framework to help your organization elevate its proxy disclosures. Learn how leading companies are navigating the changing landscape and positioning their proxy statements as both regulatory assets and…
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Earnings tracker
Download this comprehensive, data-driven review of recent earnings calls across leading companies. It covers emerging trends across sectors and industries, uncovering how top companies are navigating the current economic landscape.
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Navigating volatile stock price movements: a playbook for public company executives and boards
Corporate executives often wake up to unsettling stock price swings with no clear catalyst, news, filings or obvious events. In today’s markets, volatile price movements frequently extend well beyond the fundamentals. Algorithmic trading, macro-overlay strategies and ETF flows often drive disconnects, making market reactions appear irrational.
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How small and large IR teams can manage investor meetings differently
In a new report on IR meetings in the first half of 2025, Modular Finance analyzed over 11,000 investor meetings and 330,000 transactions from more than 250 IR teams across Europe.
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Ten ways IROs can benefit from trend following
By now you’ll know that institutional investors and their decision-making processes have evolved to become more data-driven and systematic, using strict mathematical rules for portfolio construction. Discretionary stock and bond picking is increasingly an investment style of past, being rapidly replaced by quants, big-data sets and algorithms that can better select stocks and bonds compared to humans.
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Executive pay: Say-on-pay support stays steady and other lessons from the 2025 proxy season
With the 2025 North American proxy season now officially closed, emerging trends in executive compensation are offering valuable insights and shaping important considerations for boards going forward. Here, we explore some of these issues and ways boards and management teams can start to incorporate these into planning for next year’s shareholder meeting.
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Playbook: How to conduct impactful scenario plans
Scenario planning allows IR teams to give investors and analysts and indication of how various events (e.g. interest rate changes, a global conflict, a change in political regime) will affect it in the future. It also takes into account how peers and competitors are communicating around these scenarios, too. In making sure you can give your shareholder community a long view on various outcomes, it means they have more confidence in you and your interactions with them. In addition, it allows IROs to have a seat at the strategic table and help their companies plan for the future. S&P’s platform…
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From intuition to impact: How ROI thinking can transform investor relations
Across boardrooms, investment decisions are increasingly driven by rigorous financial analysis and measurable outcomes. While marketing debates attribution models and sales scrutinizes conversion funnels, the IR function, though central to connecting companies and capital markets, often relies on intuition and anecdotal evidence when justifying budgets and strategic initiatives. IR now has the opportunity to adopt the ROI mindset that drives decision-making across the enterprise.
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Download ‘The IR Storyteller’s Handbook’: Expert insights for investment communications
Learn from leading IR professionals who share their expertise on investor relations storytelling. With 69% of IROs ranking storytelling among their top priorities in 2025, effective narrative communication has evolved from a “nice-to-have” to a strategic imperative.
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A deep dive into deep research tools
This report gives a key briefing on OpenAI, Google, Perplexity, Microsoft and more – pros and cons, trustworthiness and other factors to be aware of. Find out how you – or financial analysts covering your stock – can start using these tools by reading this briefing today!
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Playbook: How to deliver capital market days that impress investors & analysts
This playbook contains tips and desires shared by investors and analysts – many of them on our IR Impact Award judging panels – on what they want from investor days as well as what turns them off.
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Inside the room at the IR Impact Think Tank – Europe 2025: Rethinking investor day strategy in uncertain times
This June, I had the privilege of joining a panel at the IR Impact Think Tank – Europe 2025 to discuss how companies can evolve their investor day strategy in the face of growing market uncertainty. The conversation brought together leaders from YouGov, Bank of America and Lumi Global, with a shared focus on transparency, engagement and navigating disruption with confidence.
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Optimizing earnings analysis opportunities with AI-driven intelligence
In this new report from AlphaSense, you’ll learn about new solutions to streamline and enhance earnings analysis. It includes insights from asset managers from the UK, EU and APAC.
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From tools to teammates: Getting started with agentic AI in IR
Investor relations is at the heart of corporate strategy, yet many IROs feel trapped in operational quicksand. The role demands sophisticated market insight, nimble decision-making and executive influence, but too often, the day gets consumed by mountains of admin tasks. Between managing earnings prep, tracking sentiment across fragmented channels and crafting compelling stories from complex financial data, the strategic work gets squeezed out. Agentic AI can flip that balance, clearing space for the work that actually moves the needle. By automating routine tasks and providing real-time intelligence, agentic AI liberates IROs from administrative burden and transforms them into strategic architects.…
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How IR teams can master analyst consensus
Analyst consensus – the aggregated estimates from analysts on a company’s upcoming results – is a critical part of the financial communication landscape and an essential tool for IR teams. Yet for many investor relations professionals, working with analyst consensus is time-consuming, difficult to analyze and too often based on incomplete data.
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Geopolitical volatility has made the IRO presence more important than ever
IROs are at the frontline for communication and engagement with shareholders. The role is as complex as it is satisfying while navigating the constant turbulence. At any given time, new regulatory requirements, shareholder tendencies or political factors demand a response.
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Five reasons why public companies should conduct post-shareholder meeting engagement
The annual shareholder meeting marks a major milestone for public companies – but it is not the finish line. Instead, it offers a starting point for deeper, more meaningful shareholder engagement throughout the rest of the year.
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The future of AI: A midyear review of leaders, opportunities and threats
Across industries, measurable returns from genAI investment are emerging. Yet the impact is not only financial: AI is reshaping how work gets done, who does it and what skills are in demand. Download this report from AlphaSense to discover emerging capabilities, from hybrid reasoning to agentic AI, expanding what AI models can support across industries
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