Who did we survey?
The past few years have seen significant changes to corporate access. Regulation has limited the opportunities for access in some areas, while technological and service developments have increased opportunities elsewhere.
This report monitors the changing landscape by investigating the practices and views of IROs, investors and analysts. We look at how they go about arranging meetings with each other and which agents are commonly involved. We also examine their relative appreciation of these different methods, how this affects their access choices and what changes this has resulted in.
One of the key findings in this report is the rise – in both practice and appreciation – of direct contact between companies and investors. To highlight this we have dedicated a specific section of this report to comparing findings from IR professionals and investors on this issue.
This report is based on findings from the IR Magazine Global Investor Survey conducted in Q4 2020 and the IR Magazine Global IR Survey in Q1 2021. Data from the buy side and sell side is further broken down by geographical region, while information from IROs is broken down by region and company market capitalization. For the purposes of this report, market cap is defined as follows:
Lloyd Bevan
Kathleen Hennessy
James Noden