Group Interactions with IR

Every month, Ipreo reaches out to our network of financial professionals to get their insight into issues that affect the marketplace, and to provide our Corporate clients with a little glimpse into the minds of the investment community.

Among our most essential resources are the buy-side analysts and portfolio managers we work with, colleagues who are in the trenches every day, dealing firsthand with the challenges and complexities of the industry. We look to them for their opinions and insider viewpoints on the essential topics of the day, in order to both stay abreast of the ever-changing landscape and to stay ahead of the challenges and concerns of our clients.

This month, we asked select buy-side analysts and portfolio managers about the tenor of their interactions with IR, specifically whether they feel that their line of questioning is limited when meeting with a small group. Typically, when we conduct these studies, the responses are rather varied. This time, however, there was overwhelming consensus.

“When offered a small group meeting during a sell-side conference are you limited in your line of questioning in the presence of other investors? If so what is your next step?”

Find out what they had to say on the subject in Ipreo’s Hot Topic: Group Interactions with IR: Muted or Candid?