From our partners
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Rules of engagement: How leading IR Pros are using modern intelligence techniques to identify investors with influence
Investors are becoming more selective in their engagement and less predictable in their voting, driven by a growing focus on company-specific issues, customized voting approaches and the rise of pass-through voting. At the same time, tighter regulations and more sophisticated activist strategies are making direct communication harder, increasing pressure on IR professionals to act earlier and more strategically. This playbook goes beyond ownership data to help identify who truly influences investment and voting decisions, spot early shifts in sentiment and prioritize the investors who matter most, enabling more targeted engagement, better-informed conversations and stronger investor support. Download this playbook to: …
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2026 US Proxy Season Preview
In what promises to be a groundbreaking year, the 2026 proxy season will play out alongside an ambitious SEC regulatory agenda with a focus on supporting innovation, capital formation, market efficiency and investor protection. The SEC’s near-term priorities include establishing a regulatory framework for crypto assets, expanding investor access to private markets, easing compliance burdens, re-anchoring disclosures in materiality and reforming securities litigation to curb frivolous lawsuits. The Commission is additionally fast-tracking a rule change to allow public companies to switch from quarterly to semi-annual earnings reporting. The proxy voting landscape is also being reshaped with the goal of ‘depoliticizing’ shareholder meetings…
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Projected certainty: How vote projections guide decision making on proxy proposals
In an era when investors scrutinize every line of a proxy statement and every dollar of dilution, public companies are increasingly turning to vote projections to navigate the choppy waters of proxy season.
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Playbook: The value of IR in an increasingly passive investment landscape
ETFs, index funds and other ‘passive’ instruments are making up an increasingly large part of the investment universe. But such investors are far from passive in their appetite for engagement from IR teams and are increasingly demanding specialized attention from issuers. Understanding how fund flows are impacting companies – and turning that data into actionable, strategic intelligence – is a key challenge facing IROs in 2026.
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Why stocks fall after earnings: The hidden power of tone, language and sentiment
Every quarter, many public companies face an all too familiar – and deeply frustrating – script: strong results, solid guidance, yet the stock price declines the moment results hit and the pressure continues through the next one or two trading sessions.
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Playbook: Proxy design: Beyond compliance
This playbook explores how modern proxy statements have evolved from compliance documents into strategic shareholder communications. It offers practical guidance on clarity, visual strategy and integrated execution to help organizations strengthen engagement, build trust and elevate governance effectiveness. By elevating both clarity and design, companies signal discipline, transparency and a genuine respect for shareholder time. This approach not only strengthens understanding of governance decisions but also positions the proxy as a meaningful touchpoint that deepens trust and demonstrates communication excellence. In this playbook, written in association with The Nuvo Group, you will learn: The report includes exclusive insights and case…
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Global Roadshow Report 2026
Marking 16 years of IR Impact’s research into global roadshow trends: where companies go, who goes along and the brokers they travel with
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Why IR websites are moving from ‘platform-first’ to ‘flexibility-first’ in 2026
Most corporate investor websites were built for a simpler digital era. What used to be a dedicated IR microsite – hosted separately, updated through a vendor portal and managed via templated pages – no longer meets the demands of today’s digital environment.
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Top market trends 2026
In this report, AlphaSense examines the trends and themes shaping 2026, the sector-specific forces driving divergence and opportunity, and the critical inflection points executives and investors must navigate in the year ahead — all based on insights surfaced from across the AlphaSense platform.
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The six hats shaping the IRO role in 2026
Investor relations has never been a static function, but the pace and breadth of change now shaping the role today underscore a redefinition of how IR contributes to enterprise leadership. What once felt like incremental role expansion is becoming a structural rewrite of the job itself.
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What makes an equity narrative compelling? An investor survey offers clear perspective
In today’s competitive capital markets, crafting a compelling equity narrative is more than a communications exercise; it is a strategic imperative. But what distinguishes the enduring from the generic? BNY’s Market Insights and Initiatives team, in partnership with S&P Global, surveyed 40 institutional investors across six continents, representing $2 trillion in equity assets under management, to answer this question.
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Responsible AI adoption in IR: from intimidation to impact
AI is everywhere in investor relations today. Yet for many IR teams, the journey from curiosity to confidence is anything but straightforward. The ’empty prompt window’ syndrome and uncertainty around where to start and how to trust the technology remain real.
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The rising influence of retail investors in M&A votes
Retail investors are increasingly shaping corporate governance and M&A transactions, driven by accessible financial platforms and a growing willingness to exercise their shareholder voting rights. Unlike institutional investors, who have historically dominated shareholder votes, retail investors represent a dynamic and expanding bloc that companies must engage strategically. This article examines the rise of retail investor influence, key drivers of their participation and actionable strategies for corporations to leverage this trend in critical M&A votes.
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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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Playbook: Shaping the board of the future
In a world where the rate of change is accelerating, investors are asking sharper questions about board effectiveness, risk oversight and whether directors have the right skills for the future. IR professionals need to know how governance teams are thinking about these issues, where boards may need more support and what investors may expect next. Our new playbook, produced in association with Governance Intelligence and Nasdaq, explores what the board of the future needs to look like. Based on exclusive survey data from governance professionals, plus direct insight from general counsel and company secretaries, the playbook looks at the skills,…
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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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