Cipriani Wall Street, New York, NY
On Thursday, March 22, 2018 the IR Magazine Awards – US will honor excellence in the investor relations profession at Cipriani Wall Street. Since the annual event first launched in 1996, tens of thousands of analysts and investors have voted in the surveys behind the awards. The result: vital benchmarking information on which companies do the best IR.
Over the last two decades the awards program has expanded to recognize more aspects of investor relations, particularly the contributions of senior management, as well as to identify the best IR by sector. In addition, the research now covers the perspective of winning companies in addition to the views of analysts and investors.
If you would like your investors and analysts to take part, please send in their details
The investment community is now voting for the companies, IROs and senior management who have provided them with the best IR service. The online survey will run until the end of August, after which further research will be completed by telephone.
To give all the buy and sell-side analysts and the portfolio managers, who currently cover you, a chance to vote, please send an Excel file with their names, firm, their direct telephone number and their email address to firstname.lastname@example.org, so that we can be sure that they are all invited to vote.
Any data you send us will only be used for the purpose of identifying the best current exponents of IR and surveying investment community views on IR topics. It will not be attributed to your company or yourself; nor will it be passed on to any third parties.
The winning companies and individuals from this research will be announced at the IR Magazine Awards – US 2018 in New York on March 22.
Click each category below to view the list of nominees for 2018.
To view the full list of 2017 winners, please click here.
The first thing to explain is that our awards are different from most others: for our awards, companies do not submit nominations. The winners are identified by in-depth research and any publicly traded company is eligible to be considered. This survey is the only one of its kind to go directly to the investment community, via a combination of an electronic survey and one-to-one telephone interviews, canvassing the opinions of the people who matter to you most.
August 2017: Sample selection
IR Magazine has been building investment community databases over the past 20 years. As part of the updating process, listed companies are contacted every year for details of the professionals who currently cover their stock. These details are combined with Ipreo’s list of US investment community contacts and are passed to Fox Insight
September 2017: Electronic survey
Fox Insight conducts an electronic survey of buy-side and sell-side analysts and portfolio managers. The electronic survey typically receives 400 individual responses from the investment community. These responses then go to Mary Maude Research for initial analysis. The research firm determines what will constitute a representative sample, weighted for industry sector.
October 2017: Telephone survey
The telephone survey then gets under way. The researchers conduct in-depth interviews with an additional 400 portfolio managers and analysts across the US. Many of them participate in the study year after year, but there is always a healthy proportion of new respondents each year as well. As the research progresses, the sample is adjusted to ensure appropriate weightings are maintained.
November 2017: Results analysis
Once the survey stage of the research is completed, the final analysis is undertaken. The companies with the highest scores make the short lists for the awards categories, and the points are further analyzed to identify the best exponents of IR by sector. The 100 companies with the highest points tallies are ranked in the US Top 100 league table. The independence of our research is crucial to the integrity of the whole awards program, so IR Magazine sees the results only once the research is complete. This ensures a transparent, independent set of results that IROs can trust as a valuable benchmarking tool.
December 2017: Short list announced
IR Magazine receives the results in December and contacts the short-listed companies to give them the good news. The short list is then published to the entire IR community the month before the event.
January-February 2018: Corporate research
Before the research is published on our website and in hard copy (as the IR Magazine Investor Perception Study – US 2018), our in-house team undertakes a combination of desk research and interviews with IROs and other executives at US Top 100 companies. They are invited to discuss the special challenges they may have faced in the past year, or the changes made to their programs, budgets and staffing. This allows us to provide the corporate context to the study and better understand the factors underlying IR success.
March 22, 2018: Winners announced
And finally… on the night of the awards, the winners are announced, trophies given out and the US Top 100 is revealed, all at a black-tie gala dinner in New York.
March 23, 2018: Report published
Shortly after the awards, the IR Magazine Investor Perception Study – US 2018 is published and the data incorporated into our website in interactive form. Professional subscribers have full access to the data from all regions so they can benchmark their company’s performance against that of other companies worldwide.
For further information on the 2018 investor perception study, please contact IR Magazine’s head of research, Janet Dignan, at email@example.com.
In our self-nomination categories, we offer individuals and companies the opportunity to nominate themselves, free of charge, for aspects of IR that complement our researched categories. Click on the category names below to find out more about each one.
The entry form deadline is January 8, 2018.
Check back soon for our list of judges!
In 2018, we have introduced categories which are open to self-nomination. These categories differ from our traditional researched categories, as individuals and companies are given the opportunity to submit written entries, free of charge, to be put forward to a panel of expert judges made up of investment professionals and IR Magazine editorial members.
The judging process is made up of two simple phases:
PHASE 1: Judges are sent all submissions after the entry deadline for review. They are asked to score the entries for each category based on the given criteria. This will form the initial shortlists.
PHASE 2: For the second phase, judges come together to discuss and review, with renewed scrutiny, those entries that have made it through to the shortlist. This final stage will determine the winners and high commendations, where applicable, in each category.
Bank of America is one of the world’s largest financial institutions, serving large corporations, small- and middle-market businesses and individual consumers in more than 150 countries with a full range of banking, investing, asset management and other financial and risk management products and services. Bank of America Merrill Lynch is a global leader in corporate and investment banking and trading across a broad range of asset classes, serving corporations, governments, institutions and individuals around the world. The company provides, through various banking and broker-dealer affiliates, M&A advice, equity and debt capital raising solutions, lending, risk management, treasury, liquidity, and payments management. Bank of America Corporation stock (NYSE: BAC) is listed on the New York Stock Exchange.
For additional information regarding Bank of America Merrill Lynch, please visit www.bofaml.com/
Corbin Advisors is a specialized investor relations (IR) advisory firm with a track record as a strategic advisor and catalyst for positive, thoughtful change. Our proprietary approach combines shareholder research, investor engagement and communication strategies to unlock embedded value for public companies. Leveraging deep experience across sectors, market-caps and company situations, we engage with public companies on both high-level strategy and tactical execution.
Our comprehensive services include perception studies, investor targeting and marketing, investor presentations, investor days, specialized research, and retainer and event-driven consulting. Inside The Buy-side®, our industry-leading research publication, is covered by news affiliates globally and regularly featured on CNBC.
To learn more about us and the results we help our clients achieve, visit www.corbinadvisors.com
Mizuho Americas is a leading financial institution comprising several legal entities, which together offer clients corporate and investment banking, financing, securities, treasury services, asset management, research and more. With professionals in offices throughout the US, Canada, Mexico, Brazil and Chile, Mizuho’s operations in the Americas connect a broad client base of major corporations, financial institutions and public sector groups to local markets and a vast global network. Learn more at www.mizuhoamericas.com.
Mizuho Americas is an integral part of the Japan-based Mizuho Financial Group, Inc. (NYSE: MFG). Mizuho Financial Group is one of the largest financial institutions in the world, offering comprehensive financial and strategic services including private banking and venture capital through its subsidiaries. The group has over 900 offices and 56,000 employees worldwide in nearly 40 countries throughout the Americas, EMEA, and Asia. At the end of 2015, its total assets were $1.8 trillion. Learn more about Mizuho Financial Group at www.mizuho-fg.co.jp/english.