Energise your investor targeting

This insightful half-day course will help you understand the benefits of proactive investor targeting. You will also get a perspective on the key requirements and tools for executing successful investor engagement. This course is ideal for IR practitioners, consultants supporting IR professionals and shareholder-analysis teams.

What will I gain?

  • Practical insights into leveraging outside resources and online tools
  • A clear understanding of the risks and opportunities of your shareholder register
  • How to maximise the support of brokers, sales teams and other providers
  • A perspective on the key requirements for effective and efficient investor engagement

"Very good to understand the targeting approach, ways to identify/ interpret information and look to maximise value from using management time."

"Really good insights from people with lots of industry experience. Took away three to four interesting things that will assist me in the future. Coming from a background without much exposure to IR, this was a great way to get a wide introduction and beneficial for future work."

"Very informative - being a third party service it's great to hear what IRO's are facing in this uncertain climate. Great coverage of topics."

Course tutor: Diane Faulks


Diane is an Investor Relations specialist with over 25 years’ experience gained in a variety of disciplines including corporate in-house, consultancy and banking. During 10 years of in-house roles she was involved in shareholder ID, targeting and the development of a proactive campaign to reshape a large retail (government privatised) shareholder base to an international institutional base particularly within North America. Her consultancy roles encouraged best use of technology to identify, target and communicate with institutional investors. Diane spent over 14 years with Citi Depositary Receipts’ where she advised clients on cross border communication during listing, capital raising and shareholder expansion. She has been a member of the IR Society since 1994, a board director from 2000-2006 and Chairman of the Society from 2003-2005.


  • Introduction and developing your targeting strategy
  • Understanding Investor trends
  • Broker perspective - how to maximise the benefit of using a house broking team
  • Using an IR Firm effectively
  • What the Buy-side wants
  • Best Practice, new technologies
Book now

Course level

Core IR Skills


Central London

CPD points


Course dates

26 April 2018
9.00am to 1.30pm

16 October 2018
9.00am to 1.30pm

  • IR Society members (£319 + VAT)
  • IR Society Premium members (course allowance included in membership package)
  • Non-members (£469 +VAT)
Book now

. @IRSociety_gm and @WeAre_DP are in agreement: Value creation is now at the heart of the strategic report #reportingmatters