IR.Manager gives access to a worldwide directory of investment professionals. It stands as one of the most seamless digital tools to implement a collaborative and disciplined management of investor relations.
IR.Manager
IR.Manager: Investor relations CRM platform
Optimise your IR team workflow and efficiently manage relationships with institutional investors, analysts and other stakeholders. IR.Manager is a cloud-based user-friendly CRM and targeting tool for investor relations professionals.
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Time-saving IR management
Strengthen investor engagement, manage contact lists and mailings, and measure the performance of your IR activity.
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Target and profile new investors
Effortlessly track ownership, target new investors, and perform scoring on investor engagement goals, leveraging a global directory of investment professionals.
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Improved IR experience
Discover the most responsive, comprehensive and user-friendly investor relations CRM tool available. Save time targeting new investors, and managing shareholder relationships and IR workflows by leveraging powerful software with reporting functionality.
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VIP service & support
Quick and reliable data migration from your current investor relations platform, on-site training. Optional integration with bespoke shareholder identification from Euronext Corporate Services.
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Data availability
Easily track and monitor what investors are looking for with an abundance of information and data neatly presented in a modern, sleek virtual environment of our IR CRM.
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Morningstar integration
Develop investment strategies that cater to investors' ESG principles and enhance engagement with ESG-focused investors. Utilise data, research, and ratings to align with those who are particularly receptive to your ESG story.
Ready to optimise your IR team workflow?
IR.Manager: a must-have for IR professionals
Investor Relationship Management
Support your IR team roadmap and every step of your investor engagement programme:
- Manage relationships with institutional investors, analysts and other stakeholders
- Simplified roadshow logistics, from anywhere
- Keep a record of meeting history and meeting notes
- Manage tags and execute mailings with IR.Mail
Investor Targeting & Profiling
Get a better understanding of your shareholder base and the wider investment community, optimise the allocation of investor engagement resources, and effectively report back to management:
- Track your ownership through insightful intelligence sourced from leading financial data and IR service providers
- Receive weekly reports on the buying/selling of your shares
- Target new investors through advanced identification, qualification and screening solutions
- Report on your investor engagement performance to management with CRM tracked insights
Market Data
Seamless integration of your own intelligence with a built-in data feed from FactSet providing you with:
- Access to all public traded companies' historical share price
- Financial reports allowing robust benchmarking analysis
- Financial events to follow
- Access to the consensus of financial results' estimates which allows for a solid analysis of the market
- Meeting transcripts that enable you to better understand companies' angle on specific matters
ESG Data
New features and full integration with Morningstar giving you full access to:
- Information on funds' Sustainability Ratings, Sustainability score and ESG Pillars Risks
- Current shareholders' ESG profile analysis
- Comparable analysis of current shareholders ESG profiles with possible new investors'
- Investor targeting based on own ESG commitment & funds' ESG ratings
Built on the strength of the leading pan-European marketplace
Thousands of companies have raised capital on Euronext. This gives us a unique and in-depth understanding of the challenges that companies and investors face in financial markets.
IR.Manager has been developed based on this knowledge to support investor relations professionals in better engaging with current and new investors.
Our clients
