Latest Research

 

NIRI & Clermont Partners Research Report: Proactively Attract Investors in an Increasingly Passive World

This report presents 2017 survey results from IROs and institutional investors on engagement trends with active and passive investors. The survey also explored buy-side preferences regarding corporate engagement practices. Highlights include:

  •  Buy-Side Views on Sell-Side Value
  •  What's Important to the Buy-Side in Generating New Investment Ideas
  •  The Impact of Passive Investing on IR Strategy
  •  Recommendations for IR Success with Active & Passive Investors
 

IR Profession and Compensation

Corporate and counselor IR professional compensation trends including research from NIRI's unique partnership with Korn Ferry International. Data on base salaries, bonus, equity and additional benefits, career trajectory, IR budgets, reporting structure, professional and administrative staff sizes, as well as current demographics of the profession and their working environments. NIRI Analytics reports are available for purchase by non-members via NIRI's online store.

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Earnings Guidance Practices

For IR professionals, providing what most commonly is referred to as "earnings guidance" is a core concern. Guidance practices trend data related to both company financial, and non-financial guidance, frequency of guidance, and periodicity of guidance. NIRI regularly conducts this survey in order to understand all facets of guidance practice and provide benchmarking data for best practices. NIRI Analytics reports are available for purchase by non-members via NIRI's online store.

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The Annual Report

Annual reports are a significant investment for many companies and a key communications vehicle. NIRI tracks trends in annual report practices in order to help organizations benchmark against their peers. Data includes longitudinal trends on annual report production (both paper and online), types of materials included in AR development, key leaders in production of annual reports across departments, roles and responsibilities, overall and specific budget items and costs, and annual report assessment. NIRI Analytics reports are available for purchase by non-members via NIRI's online store.

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Additional NIRI Research

IR Profession, Budget, and Staffing

NIRI and Korn Ferry partner to provide current budget, staffing, and profession benchmarking and trend data for corporate investor relations professionals. NIRI Analytics reports are available for purchase by non-members via NIRI's online store.

Earnings Process Practices

Due to the highly-interconnected nature of the earnings process, NIRI has combined three previously separate research efforts into one comprehensive study and report about quiet periods, earnings guidance, earnings releases, and earnings call practices. NIRI Analytics reports are available for purchase by non-members via NIRI's online store.

Activist Investors

Details activist investor practices and company response including activist ownership of company stock, frequency and method of outreach from activist investors to a company, activist stated primary objectives, and company communication methods. NIRI Analytics reports are available for purchase by non-members via NIRI's online store.

Social Media and Investor Relations

Investor relations social media use, which is activity focused on a company's IR program (i.e., where the investment community is the primary audience). This report details social media practices specifically for use in investor relations. NIRI Analytics reports are available for purchase by non-members via NIRI's online store.

NIRI Analytics Reports by Year