Investor Outreach

Your one platform to target, connect and analyze.

investor targeting

Customized solutions to simplify, support and improve your shareholder reach

Through our subsidiary PrecisionIR – Issuer Direct delivers the best breed of investor outreach programs that will attract the right mix of both retail and institutional investors. As an IRO or C-Level Executive, your job is to tell your story to a group of qualified investors as well as the markets that are interested in your organization. Utilizing our Investor Network will create the desired shareholder engagement at the right times.

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Types of investors include:

Retail – in almost all cases, an individual shareholder that buys and sells securities that can be further defined into two categories, beneficial shareholder and registered shareholder.

Institutional – by definition, institutional investors generally are pension funds, mutual funds, hedge funds, insurance companies and investment advisors.

Institutional Outreach Program

We have recently joined forces with Bloomberg Markets® Magazine to create an integrated media platform targeting institutional investors. This new platform combines the unsurpassed reach of Bloomberg Markets® Magazine with our multi-media investor outreach assets. Bloomberg Markets Spotlight is now the investor relations showcase for public companies, providing an innovative way to target and communicate with institutional investors like never before.

Gain maximum exposure to investors through the Bloomberg Markets Spotlight online platform.

Highlight your company’s story in a customizable 30-minute presentation, which will be marketed and broadcasted on the virtual platform. Consistent promotions of your story to this audience include:

  • Promotion of your presentation to 375,000+ Bloomberg terminal users at Login.
  • An ad in Bloomberg Markets® magazine to promote your 30-minute presentation.
  • Featured promotion of your presentation on the Bloomberg Markets Spotlight website.

An example of a customized institutional target platform

Example of a Retail Outreach Program

Our Annual Reports Service provides a level of lead generation effectiveness unmatched by any other investor relations’ service provider. We collect data on investors researching your company or sector and immediately add them to your online database. With these tools, creating a dialogue with interested investors and measuring the success of your IR communications becomes almost effortless.

  • Focused e-mail marketing.
  • Targeted direct mail marketing.
  • Engaging partner promotions.
  • Search Engine Marketing.
  • Social Engagement.

Company Spotlight is a unique opportunity for your company to broadcast your IR story to investors via the world’s largest distribution network. As a client, you will have complete control over your messaging, with the ability to leverage digital and social media formats to tell your story, your way. Our enhanced analytics package will help shape, refine, and better target your IR messaging.

An example of a customized Company Spotlight pagehere

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