On Thursday, March 22, 2018 the IR 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.
In 2018, for the very first time, we will be presenting two types of award categories – researched and nominated – both celebrating the success of those individuals and companies that are leading the way in IR across the US. For our researched categories, companies do not submit nominations. Instead, hundreds of analysts and investors cast their votes and give their opinions on which companies do the best IR in the US. In our nominated categories, companies have the opportunity to nominate themselves or other publicly listed companies, free of charge, for aspects of IR that complement our researched categories. More information on the categories and how winners are chosen can be found below.
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 firstname.lastname@example.org.
In our awards by 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.
Our awards by nomination categories provide a fantastic opportunity to ensure your team or client is recognised and acknowledged by the IR community for their great achievements and successes over the past year.
Here are our top tips to assist you with catching the attention of the judges and making sure your nominations are in contention to be winning entries:
Don’t forget deadline day is fast approaching! Submit your nominations by January 8th, 2018 here.
Baird is an employee-owned, global financial services firm with $171 billion in client assets. We provide wealth management, capital markets, asset management and private equity services through relationships, offices and affiliates in North America, Europe, Asia and Australia. We leverage our 99-year history and reputation to deliver outstanding results to our corporate and institutional partners and rank #4 in Fortune’s “100 Best Companies to Work For,” our 14th straight year on the chart.
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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.
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Cowen and Company, the broker-dealer business of Cowen Group, Inc. (NASDAQ: COWN), provides industry focused investment banking for growth-oriented companies, domain knowledge-driven research services and a robust sales and trading platform to companies and institutional investor clients. Sectors of focus for the business include healthcare, technology, telecommunications, aerospace and defense/industrials, consumer, energy, metals and mining and transportation. Founded in 1918, Cowen Group is headquartered in New York and has offices located in major financial centers around the world.
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Driven Worldwide is a global chauffeur drive company that focuses on delivering financial roadshows, executive transfers, conferences & events, as well as high security services. We consider ourselves to be a “one-stop-shop” provider, and have built our reputation by delivering the highest profile financial roadshows to investor relations teams and major investment banks across the world. In 2017, from our offices in New Jersey, London and Hong Kong, we successfully delivered 10,000 roadshows across 1,500 locations and 106 countries
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MacKenzie Partners is a full-service proxy solicitation, investor relations and corporate governance consulting firm specializing in mergers-and-acquisitions related transactions. The firm has offices in New York City, Los Angeles, Palo Alto and London.
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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.
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The tickets below will provide you with full access to the awards ceremony.
Please note that these are our early bird prices which expire on January 12th, 2018. Any bookings made after this date, will be charged at the standard rate.
If you have any questions regarding booking seats and tables for the awards, please contact Brigitte Toledano on +1 212 430 6861.