Targeting new investors is your priority — whether your company is gearing up for an IPO or it’s already on the market. And you wouldn’t be alone. Out of nearly 600 Investor Relations (IR) professionals surveyed by IR Magazine, nearly all place investor targeting first in their list of goals.
How can you stand out from the crowd when most of your competitors are actively pursuing leads right along with you? Find the answer in the three tips below.
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1. A Strong IR Website
Study after study shows investors look to an organization’s IR website as the most trusted source of information before making any investing decisions.
Their experience navigating your site can either convert them into a shareholder or have them click the red ‘x’ button on their browser.
To make sure they stick around, you need to design an attractive site that delivers the information your investors expect. You need to convey your brand’s story — where you came from and where you’re going. Most of all, you need to package this key information in an engaging way backed up by your financial performance.
2. Integrated CRM Tools
With a fully integrated CRM desktop program, you can leverage on-the-pulse data into actionable insights into your shareholder activity. These programs come built-in with AI that makes accurate predictions about your securities to improve your investor outreach.
While end-to-end IR solutions aggregate all your data in one place, a siloed approach separates each process into a distinct tool, isolating analytics from reporting, targeting, and surveillance.
To see how these systems differ in practice, you can compare a full-suite IR program from Q4 to other IR companies that stratify their tools.
3. Highlight Your ESG Goals
ESG stands for the three major corporate philanthropic categories: Environmental, Social, and Governance. Your ESG policies shed light on the initiatives your company embraces to create a more sustainable and ethical business model.
Right now, ESG reporting plays an important role in targeting new investors, especially younger retail investors.
Millennial and Gen Z investors value ESG funds due to their fears of climate change. Your performance within these environmental, social, and governance factors is just as important to them as your performance on the market.
With this demographic set to inherit more than $60 trillion in funds, it’s vital you position your ESG initiatives front and center.
Unfortunately, many investors interested in adding ESG funds to their portfolios report concerns over the credibility of ESG reporting. Greenwashing (making false claims about your sustainability) can devalue your company as an ESG investment, so you’ll want to share only substantiated claims and targets.
If you aren’t sure how you can do that, speak to an ESG consultant. They can help position your true value in a way that meets investor relations standards and compliance.
Change Your Strategy to Target More Investors
Design a strong website, update your investor relations tools, and be sure to leverage your ESG reports to engage the ideal investors. These subtle changes to your IR strategy can improve your investor outreach.
