Planning and Executing the IR Programme
Trusted support for critical IR milestones
From identifying and targeting the right investors to managing stakeholder relationships and refining your capital markets messaging, this comprehensive solution helps deliver IR programmes that are aligned, impactful and measurable.
Our investor relations expertise at a glance
companies utilised our Shareholder Analysis service last year
countries where our clients operate
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How we help in planning and executing your IR programme
Effective investor relations requires a blend of insight, strategy and execution. With our combination of smart software and market intelligence, we help you build a responsive, data-led IR programme. Whether it is through identifying gaps in your shareholder targeting, refining your equity story or executing your annual IR plan, our suite of tools and advisory services is designed to help listed companies achieve greater visibility, alignment and investor engagement across the capital markets.
Shareholder identification and analysis
Many listed companies lack visibility over who their investors are or how their shareholding is evolving. With Shareholder Analysis, you gain a full view of your capital structure, investor behaviour, and market perception. This enables you to tailor your strategy and engage more effectively with the right investors.
IR programme structuring and benchmarking
Creating a sustainable IR programme requires more than good intentions—it needs structure. With Post-Listing Advisory, our experts help define your equity story, map out IR activities and set strategic objectives aligned with investor expectations and regulatory norms.

Targeted investor communication
Crafting compelling investor messaging and delivering it effectively can influence long-term shareholder support. Through IR.Manager, you manage all investor interactions and distribute communications, ensuring your messaging is timely, consistent and relevant.
Roadshow preparation and execution
Planning investor events without insights can result in missed opportunities. Post-Listing Advisory supports you in preparing engagement materials, consistent messaging and target lists for roadshows. The result is impactful engagement that reflects your strategic goals.

Shareholder perception monitoring
Understanding how your message lands is just as critical as delivering it. With Shareholder Analysis, you gain access to peer benchmarking and perception studies that help you understand how investors see your business and where adjustments are needed.
Measuring IR performance
Tracking and evaluating IR activity is essential for continuous improvement. IR. Manager offers the ability to track investor interactions and provides insights to report on your investor engagement performance.


Shareholder identification and analysis
Many listed companies lack visibility over who their investors are or how their shareholding is evolving. With Shareholder Analysis, you gain a full view of your capital structure, investor behaviour, and market perception. This enables you to tailor your strategy and engage more effectively with the right investors.
IR programme structuring and benchmarking
Creating a sustainable IR programme requires more than good intentions—it needs structure. With Post-Listing Advisory, our experts help define your equity story, map out IR activities and set strategic objectives aligned with investor expectations and regulatory norms.

Targeted investor communication
Crafting compelling investor messaging and delivering it effectively can influence long-term shareholder support. Through IR.Manager, you manage all investor interactions and distribute communications, ensuring your messaging is timely, consistent and relevant.
Roadshow preparation and execution
Planning investor events without insights can result in missed opportunities. Post-Listing Advisory supports you in preparing engagement materials, consistent messaging and target lists for roadshows. The result is impactful engagement that reflects your strategic goals.

Shareholder perception monitoring
Understanding how your message lands is just as critical as delivering it. With Shareholder Analysis, you gain access to peer benchmarking and perception studies that help you understand how investors see your business and where adjustments are needed.
Measuring IR performance
Tracking and evaluating IR activity is essential for continuous improvement. IR. Manager offers the ability to track investor interactions and provides insights to report on your investor engagement performance.
Key milestones in your journey to planning and executing the IR programme
Define your IR strategy
Understand your shareholder base
Build your investor narrative
Execute investor engagement activities
Monitor feedback and refine communications
Discover our comprehensive solution for planning and executing the IR programme
IR.Manager
IR.Manager enables investor relations teams to organise meetings, track communications and target outreach around earnings events.
- Centralised investor CRM and communication tools
- Roadshow and results event planning
- Interaction tracking and engagement analytics

Shareholder Analysis
Understand your current and potential investors with data-driven Shareholder Analysis. Use these insights to support targeting and roadshow planning.
- Full identification of beneficial owners
- Peer benchmarking and perception studies
- Integration with IR.Manager for actionable insights

Post Listing Advisory
Post-Listing Advisory supports newly listed and mature companies with strategic IR planning, market intelligence and investor targeting services to build long-term capital markets success.
- Equity story refinement and IR action plans
- Shareholder and analyst perception studies
- Ongoing support across the IR calendar


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