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
United Kingdom

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.