of institutional investors
believe responsiveness is
the most important
measure of IR

*according to Edelman

Learn what Investor Relations can do to target, engage, and win more institutional investors


4 Things Wrong with IR Marketing (And How to Fix Them)

There are four common missteps that can contribute to creating a chasm between management and investors—rather than building a bridge. In this blog post I’ll explore four communications areas that investor relations teams could easily address that can go a long way in building primary trust—which can lead to more new shareholders, and to a...

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Gatekey Investor Relations

Gatekey investor relations is an expression of strategic intent. It starts with the belief that investor relations is perfectly positioned to directly influence the buying decisions of institutional investors. IR teams bypass “gatekeepers” and create unencumbered two-way access, with direct actions aimed at winning institutional investors.

Primary Trust

The interpersonal dynamic established between companies and I nvestors when companies communicate with transparency and authenticity, and investors place more credence in a company's direct statements than those from intermediaries.


Actively working to ensure that investors not only receive corporate messaging (distribution), but such information is communicated in a way that’s personalized, engaging, and can be absorbed by recipients to develop informed and confident opinions, and make decisions.

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Quest for

Every public company wants to grow, and for investors to compensate them for that growth in the form of higher earning multiples; more muscular, long-term financial projections; and low shareholder turnover.

The keenest investors are actively parsing financial communications for only the most salient information. If you're still communicating in a one-size-fits-all approach there's a very good chance that your intended audience is missing your key messages.

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Beyond the
Status Quo

Investor relations marketing should be easy—right? Those in the profession know that its anything but. Unfortunately, one key reason that stymies success is that investor relations marketing has stopped evolving where the seemingly good has become the enemy of the great.

In this segment we examine some of the deeply embedded practices that make achieving the needed shift from a distribution strategy to a more complementary combination of distribution and diffusion a paradigm shift.

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Case Study:

The main obstacle undermining gateway investor relations is information overload. In this white paper, we’ll look at two case studies in streamline, user-centric communications.

theSkimm, which merged an old-school email newsletter format with common-sense consumer digital consumption observations to create a disruptive media format. Social trust is at the heart of theSkimm’s success. The second is Bloomberg, the highly successful financial-news-media platform. Since 2015, under the helm of Editor-in-chief John Micklethwait, Bloomberg is takin a more stripped-down approach to content—with an eye towards...

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Intent to

Gatekey investor relations is rooted in the belief that effective investor relations will engage more invests and present the best opportunity to convert them to shareholders. Frequently, investor relations departments extrapolate their inability to directly influence the company’s share price to mean they don’t have the ability to influence investor’s willingness to buy shares. Not true—they do.

In conclusion, we explain why outcome-directed IR challenges some of the basic IR practices and leave you with the practical tips for doing just that.