The Ultimate Guide to Investor Targeting

"An ESG-focused IR strategy is what we are deploying at WSP, and Irwin has given me the data and intel to build around that."

“Investors may sign up to hear what you have to say because they are interested in your industry, but that’s not the best use of a CEO’s time. Thanks to Irwin, we have a higher degree of confidence in their level of interest in our company."

"Recently, clients and prospects have been wanting help with ESG targeting, so that is where we will use Irwin, which has been very useful. That level of screening and filtering by ESG investors is not something we're finding on other data platforms. It’s a unique value proposition for Irwin.”

“As someone who was not a big fan of IR tools throughout my corporate career, Irwin has helped open my eyes to ways that my perspective needed to be changed. It has helped me find a way to enhance my ability to contribute value to the leadership team and to the investor base.”

“The number one issue is how precious time is—anything that takes tons of time to do but isn’t a high-value activity is a non-starter and must be shed. And Irwin is critical to optimize time—helping identify what investors we engage with and how we track it.”

"We were looking for a more proactive resource to better partner with us on investor targeting and to better leverage customer relationship management information. What we found was a modern IR platform with a dynamic and easy-to-use interface and a high-touch, cohesive team. The team has become my primary resource related to understanding our investors and who we should be reaching out to."

"Seeing that we're driving website visits from our shareholders and having the visibility that people are stepping out of meetings and going to the website after has provided us with a lot of insight into the effectiveness of our strategy."

“Generating reports at the end of quarter (ie. who is moving money and where)—that used to be a two to three-day exercise with Ipreo, and now I can get that done in a day with Irwin. It is for sure a time saver.”