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Mock Up.IR.Manager.Investor relations in turbulent times E-BOOK

INVESTOR RELATIONS IN TURBULENT TIMES

Market shocks change shareholder registers fast. When trading volumes spike, institutional investors rotate in and out of positions within weeks, and an issuer's shareholding structure can look very different from one quarter to the next. For investor relations teams that means less predictability, more questions from the board and a shorter window in which to react.

This e-book, written during the COVID-19 market shock, shows how IR professionals can keep the trust of their existing investor base while identifying new investors when markets are volatile. Its lessons apply to every period of turbulence, whatever the trigger.

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Insights you will gain from this e-book:

  • Why digital IR work is the "new normal"

    How virtual meetings, webcasts and digital reporting changed the daily contact between issuers and investors, and which of those habits are worth keeping.

  • How investor relations are changing in turbulent times

    What volatility does to the IR calendar, to the questions investors ask and to the way the board expects the IR team to report back.

  • Why issuers must expect a fluctuation in shareholders

    Why high trading volumes lead to faster turnover in the register, and how to read the early signs of a changing ownership base.

  • How to anticipate investors needs

    Which information investors look for in uncertain markets, and how to prepare the answers before the questions arrive.

  • What to focus on when targeting new investors

    How to prioritise the funds most likely to invest, based on their style, mandate and current positions, rather than contacting everyone.

Who this e-book is for

The e-book is written for IR managers, heads of investor relations, CFOs and communication teams at listed companies, and for the advisers who support them. You do not need a large IR department to apply it: the recommendations work for a one-person function as well as for a full team.

What you will learn

It explains why digital investor relations became the normal way of working and what that changed in the day-to-day contact with analysts and fund managers. It describes how shareholder structures move during volatile periods, why issuers should expect turnover in their register and how to read those movements early. It then sets out practical ways to anticipate what investors want to hear, and where to focus your effort when you target new investors instead of spreading it across every fund.

How to use it

Read it before you plan the next roadshow or results season, share the chapter on shareholder fluctuation with your board, and use the targeting section as a checklist when you build your next investor list. Combined with an up-to-date shareholder analysis and an IR CRM such as IR.Manager, it gives you a repeatable process rather than a reaction to each market move.

IRM - How to target new investors with IRM Targeting - Henry 03
About IR.Manager

The new standard in CRM for Investor Relations

IR.Manager is a cloud-based CRM and targeting tool built for investor relations teams. It keeps every interaction with institutional investors, analysts and other stakeholders in one place, from the first meeting note to the follow-up after a roadshow. Built-in screening and targeting tools help you qualify high-potential investors, while FactSet market data and Morningstar ESG scores are available directly inside the platform. Set-up is quick, data transfer and training are included, and personalised investor updates go out from the integrated email client, IR.Mail.

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