Investor Targeting and Engagement
Book Now
16 November 2027, 1:00 pm to 4:30 pm
Investor Targeting
Address to be confirmed
City of London
EC3V 9Du
IR Society members (£500 + VAT) £600
Non-members (£700 + VAT) £840
IR Society Premium members (course allowance included in membership package, one licence per Module)#
Discounts for multiple bookings
We offer a 10% discount on course fees when booking two professional development courses, and 20% when you book three or more. To access this offer, please contact leila.hill@irsociety.org.uk.
This insightful half-day course will help you understand the different types of investors and the benefits of proactive investor targeting. You will also get a perspective on the key requirements and tools for executing a successful investor engagement programme.
Who should attend?
- Shareholder analysis teams and the IR practitioners or consultants who support IR professionals and shareholder analysis teams
- Junior IROs, company secretaries and finance teams
What will I gain?
- Identify and assess investors that align with your company's investment proposition.
- Understand the institutional investor landscape and key investor types.
- Leverage external resources, online tools, and service providers to support targeting.
- Understand the risks and opportunities within your shareholder register.
- Maximise the value of brokers, sales teams, and other market intermediaries.
- Develop effective investor engagement strategies and best practices.
- Use CRM tools and data to support targeting and shareholder analysis.
- Explore how AI can enhance investor relations activities.