Ipreo’s “Hot Topics” publication delivers relevant information directly from the investment community regarding trends impacting the IR industry.  As many of our clients have inquired about best practices for interacting with investment managers following an Earnings Call, for our June edition of Hot Topics we interviewed and surveyed investors managing over $2.43 Trillion in equity assets on this exciting topic.

We found that the majority of investors mentioned that they prefer to touch base with IR themselves after the call.  However, it is important to note that many investment managers mentioned that a proactive IR team cannot hurt, especially surrounding an abnormal event. 

Investor feedback on best practices for IR following an Earnings Call:

  • “If IR reached out to me that would be great. One thing I find helpful and effective is pre-arranged CFO call backs following earnings calls. Thirty minutes is all that’s needed.”

  • “I prefer a more proactive practice. I follow around 100 companies so it can be difficult to follow up with everyone.”

  • “I’d rather just be able to reach out to the IR team on my own.”

  • “I do not see the need for them calling me unless it is an invitation to an event or something similar.”

  • “I don’t feel IR has to reach out individually after every earnings report. However, when something unusual happens, I would appreciate a call from IR.”

  • “Following an earnings call, I prefer IR teams to reach out proactively, I think that’s great."

The full report can be found here.