Investor Engagement & Targeting
helps clients secure long-term capital, efficiently
exploreHow do we help our clients?
Modernize Investor Engagement
Build an investor engagement plan backed by advice, data and analytics to promote optimal positioning in the face of global asset shifts and new regulations.
Adapt To New Realities
Understand what long-term capital now values inclusive of ESG, thematic, fundamental and sector related topics.
Secure Long-Term Capital
Secure long-term capital, measure the success of your efforts against peers and ensure optimal use of executive time.

We partner with data-driven IR teams on the analytics they need to measure success.
Our customized framework and consultative approach helps you rethink and refine your traditional investor outreach program.
This partnership with Nasdaq is a natural transition for Sanofi as it provides access to a broad-based portfolio of investor relations tools to enhance both market insights and our interaction with the financial community.Jean-Baptiste Chasseloup de Chatillon, EVP and CFO, Sanofi
Strategic Capital Intelligence
Go beyond traditional investor targeting
-
Optimized
Identify and eliminate potential vulnerabilities; maximize trading multiple and shareholder return
-
Measurable
Quantify results for the C-Suite that showcase the effectiveness, efficiency, and impact of your IR program
-
Tactical
Gain real-time intelligence on upcoming meetings you need to level the playing field
-
Strategic
Prioritize people, markets, regions based on economic profiles and behavioral analyses; understand trading patters and correlations
Get started with Investor Targeting.
Nasdaq IR Intelligence Resource Library
-
Anticipating Investor Reactions to Capital Allocation Decisions
-
Nasdaq ESG Board Slides (EMEA)
-
Nasdaq ESG Board Slides (AMERS)
-
Strategic Capital Intelligence Factsheet
-
ConnectIR Factsheet
-
Enhancing Non-Deal Roadshow ROI
-
Data-Driven IR: Using Analytics to Measure IR Success
-
Bridging The Gap: How Behavioral Finance & The Analytics Hierarchy Is Reshaping IR
-
There is Nothing Quiet About Being Passive - Part 1
-
There is Nothing Quiet About Being Passive - Part 2
-
MiFID II, Investor Relations, and The Evolution of Corporate Access
-
Active Replacing Passive – The Reclassification of Index Investors
Related IR Solutions
-
Market IntelligenceKey Features
Equity Surveillance and Shareholder ID
Consultative expertise across different regions, sectors and market caps for institutional shareholder analysis- Market analysis and competitive intelligence
- Insights on institutional asset allocation
- Proactive monitoring of shareholder activism