Respondents
Retail investor relations is an area of IR often overlooked in studies. The average proportion of shares held in a company by retail investors is a little over 14 percent, compared with an average of more than 58 percent held by institutional investors. Given this, it is understandable that the primary focus of IR is on investment professionals rather than individual investors. As this report shows, however, the importance of retail investment goes beyond the capital it provides.
This report investigates current levels of retail investment, how these have changed in recent times and how satisfied IROs are with these investment levels. The report also looks at how best to communicate with retail investors, how their queries often differ from institutional investors and what benefits and challenges IR professionals associate with retail investors. This report is based on research from the Global IR Survey conducted in Q1 2021. Data in this report is broken down geographically and by company market capitalization. For the purposes of this report, market cap is defined as follows:
SMALL CAP
MID-CAP
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LARGE CAP
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MEGA-CAP
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