From our partners
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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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Playbook: How to leverage data to successfully navigate market expectations
A modern IR team needs a solid foundation of real-time analytics to confidently steer their organization through the turbulence of market expectations. High-quality data transforms challenges into opportunities, fostering a culture where every forecast is an informed step toward sustainable growth. This playbook, developed in partnership with Visible Alpha, now a part of S&P Global Market Intelligence, offers a comprehensive guide to mastering this critical aspect of navigating the capital markets.
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Playbook: Maximizing your return on time
In this playbook, written in association with Notified, we look at how IROs divide their time and what tasks they consider most valuable.
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The new standard in financial research: A purpose-built AI chat for finance and IR professionals
We’ve all been there: scrolling through PDFs, trying to find that one data point; re-listening to earnings call Q&As; sifting through 50-page slide decks packed with bullet points, just to find a single sentence that might confirm or kill your thesis. It’s time-consuming, it’s manual and, in a high-stakes environment where every second and decision counts, it’s frankly no longer good enough.
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Press send with confidence: how regulatory news can be made easier
Sending a regulatory release isn’t just a click — it’s the final moment in a multi-step process, often involving many stakeholders, with compliance, formatting and timing all needing to align. In that final second before pressing send, one question often lingers: Are we sure everything is right?
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Tariff Impact Tracker: How companies are quantifying, mitigating, and navigating 2025 tariff challenges
Tariffs are reshaping global trade dynamics — and businesses across every sector are feeling the pressure. The Tariff Impact Tracker from AlphaSense captures a comprehensive, data-driven view of how leading companies are quantifying business and financial impacts, adjusting supply chains and implementing mitigation strategies in response to evolving trade policies. Download this exclusive resource to access recent insights from earnings calls, quantify company-specific impacts and uncover how organizations are planning for uncertainty in 2025. Whether you’re an investor, strategist or business leader, this tracker will give you the critical intelligence needed to stay ahead of the disruption.
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How broker insights can transform your earnings process
As data continues to flood the market, IROs are finding it both challenging and time-consuming to gauge market perceptions of their companies. Increasingly, IROs are looking to their data platform providers to help them collect all the available, granular insight from brokers in one place, where it can be sorted, analyzed and better understood. But how can that data be passed through into the earnings process overall and be used to improve the impact of a company’s latest figures on various stakeholder audiences?
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Earnings season: Navigating financial guidance amid macroeconomic uncertainty
In the current climate it is the transparency and rigor of guidance rather than the precise figures that matters most. And, as public companies prepare to report earnings for the March 2025 quarter, it is important to evaluate how best to communicate financial guidance and manage investor expectations in the context of ongoing market volatility and geopolitical disruption.
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Governance Playbook: Building an effective creation process for your proxy statement
The proxy statement is the cornerstone of a company’s communication with its shareholders and other stakeholders including employees, regulators and customers. In recent years, this vital document has evolved from being a publication designed solely to comply with SEC requirements into something that conveys – often in novel ways – the company’s message and strategy. Now more than ever, companies face deep scrutiny of how they operate and the values they adhere to. Crafting the content and design within proxy statements for success would not be possible without the process involving – at its head – the corporate secretary’s office…
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Navigating investor relations during a market selloff in a quiet period: dos and don’ts
For many public companies, a quarter ended on March 31, 2025, and management has entered an investor quiet period until the financial results are reported. This creates a unique challenge: how to address investor concerns during a market downturn while adhering to quiet period restrictions. Below are key dos and don’ts to guide companies through […]
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