CIRI Research

Every two years, CIRI conducts the Investor Relations Responsibilities and Compensation Survey. The latest report now available for purchase.

CIRI is conducting research with IROs to identify investor relations best practices and trends. Since the inception of IR directions, CIRI has produced research reports on the following topics: Board-Shareholder Engagement & Governance Practices, Investor Presentation Practices, Investor Day Practices and Market & Competitive Intelligence. Subsequent research will be conducted on other topics that are important to IROs.

Latest Research

IR directions: Shareholder Identification & Targeting March 29, 2017
Date Posted: March 29, 2017

IR directions: Shareholder Identification & Targeting
. Given the challenges in shareholder identification under Canadian regulations and the importance of marketing in the IR program, we wanted to better understand how issuers identify their shareholders and focus their marketing efforts.This issue of IR directions includes insight on how IROs conduct shareholder identification, how that information is used, how they stay informed of changes in their shareholder base and how they identify prospective investors. Thank you to Nasdaq Corporate Solutions for sponsoring this survey.

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IR directions: Market & Competitive Intelligence December 19, 2016
Date Posted: December 19, 2016

IR directions: Market & Competitive Intelligence, takes a deeper look at market and competitive intelligence responsibilities of Canadian issuers and specifically IROs. This issue of IR directions includes insight on what information IROs collect, what sources they use and how they use this information to provide valuable insights to their management teams and Boards. Thank you to CNW Group for sponsoring this survey.

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IR directions: Investor Day Practices December 7, 2016
Date Posted: December 7, 2016

IR directions: Investor Day Practices
, takes a deeper look at investor days including how commonly they are used by IROs to update the investment community on the company’s strategy and operations. It identifies investor day practices from the preparation stage, through the event itself to gathering feedback post-event.

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IR directions: Investor Presentation Practices July 27, 2016
Date Posted: July 27, 2016

IR directions: Investor Presentation Practices, takes a deeper look into investor presentation practices of Canadian issuers, buy-side expectations of investor presentations and the gaps between the two. Given that investor presentations are a primary communication tool for IROs, we wanted to gather insight into what content they contain, how they are used and whether they are meeting the needs of investors. As such, we submitted a survey to IROs to determine common practices and compared findings, when relevant, to that of Corbin Perception’s research on best-in-class investor relations practices from the buy-side point of view.

Thank you to Corbin Perception for sponsoring this survey.

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IR directions: Board-Shareholder Engagement & Governance Practices December 21, 2015
IR directions: Board-Shareholder Engagement & Governance Practices looks at how many Boards of Canadian issuers are engaging with institutional investors, in what format and with what frequency; what is driving this engagement; what the top governance concerns are and what governance practices and policies Canadian issuers have in place. This report establishes a benchmark from which CIRI can conduct subsequent governance surveys and monitor the evolution of governance practices going forward.

Thank you to RR Donnelley for sponsoring this survey.

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  • Thank You To CIRI's 2010 National Strategic Partners
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