IR Magazine

IR Magazine Awards ‒ US 2017
Celebrating IR excellence

Thursday, March 23, 2017

Cipriani Wall Street, New York, NY

About the awards

On Thursday, March 23, 2017 the IR Magazine Awards – US  honored 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.

Master of ceremonies

Jordyn Rolling is an innovative multimedia journalist based in New York City. A recent NYU Masters recipient in Multimedia Journalism, with an undergrad degree in Public Relations from California State University, Jordyn is a rising star who has done video reporting work for Time Inc. brands, including People, MONEY, and Fortune. She was also the co-host of the CBS-produced, three-time Emmy Award-winning television show “Mark at the Movies.” Appearing in over 30 episodes, she interviewed A-list stars one-on-one in junkets, wrote candid movie reviews, provided pop culture commentary in studio during the live show, and covered red carpets. She is now the face of Al Roker Entertainment and Business Wire’s “BizWireTV.”

Researched Awards

View the full list of winners here or click on each category below to view the full list of nominees and winners.

Best overall investor relations (large cap)

Best overall investor relations (large cap)


Nominees

  • JPMorgan Chase & Co

  • Schlumberger

  • WINNER: Sherwin-Williams

  • Starbucks

Best overall investor relations (mid-cap)

Best overall investor relations (mid-cap)


Nominees

  • Delphi Automotive

  • WINNER: Jack in the Box

  • Quanta Services

  • Wright Medical Group

Best overall investor relations (small cap)

Best overall investor relations (small cap)


Nominees

  • Amerisafe

  • Casella Waste Systems

  • WINNER: Covanta

  • Pattern Energy

Best investor relations officer (large cap)

Best investor relations officer (large cap)


Nominees

  • Jason Armstrong

    Comcast

  • Bill Franklin

    Discover Financial Services

  • Robert Wells

    Sherwin-Williams

  • WINNER: Jack Carsky & Victoria Hyde-Dunn

    Visa

  • Paul Johnson

    Xcel Energy

Best investor relations officer (small & mid-cap)

Best investor relations officer (small & mid-cap)


Nominees

  • WINNER: Carol DiRaimo

    Jack in the Box

  • Kip Rupp

    Quanta Services

  • WINNER: Julie Tracy

    Wright Medical Group

  • Phil De Sousa

    Xylem

Best IR for an IPO or spin off

Best IR for an IPO or spin off


Nominees

  • WINNER: Adient

    September 2016

  • AdvancePierre Foods

    July 2016

  • elf Beauty

    September 2016

  • Impinj

    July 2016

Most progress in IR

Most progress in IR


Nominees

  • Applied Materials

  • DexCom

  • WINNER: eBay

  • PayPal

Best IR by a non-US or Canadian company in the US market

Best IR by a non-US or Canadian company in the US market


Nominees

  • WINNER: BP

  • Galapagos

  • NXP Semiconductors

  • Royal Dutch Shell

Best IR during a corporate transaction

Best IR during a corporate transaction


Nominees

  • Danaher

    Acquisition of Cepheid, announced September 2016

  • WINNER: Johnson Controls

    Merger with Tyco, completed September 2016

  • Sherwin-Williams

    Acquisition of Valspar, announced March 2016

  • Wright Medical Group

    Acquisition of Tornier, completed October 2016

Best use of technology & social media

Best use of technology & social media


Nominees

  • FedEx

  • WINNER: HealthSouth

  • Salesforce.com

Best corporate governance

Best corporate governance


Nominees

  • WINNER: JPMorgan Chase & Co

  • Marriott International

  • NextEra Energy

Best financial reporting

Best financial reporting


Nominees

  • Honeywell

  • JPMorgan Chase & Co

  • Medtronic

  • WINNER: Sherwin-Williams

People's choice award for innovation

People's choice award for innovation


Nominees

  • DistributionNOW

    For innovating across its website, analyst day and roadshow calendar

  • WINNER: The Estee Lauder Companies

    For rethinking the corporate site as a luxury publication

  • Honeywell International

    For launching a new website, leading a China trip and deploying a new comms strategy

  • Luxoft

    For offering access beyond the C-suite and unusual digital tools

  • Ryder System

    For developing introductory ‘Ryder 101’ videos

  • Sprint

    For offering video, blogs and industry education

  • Valeant

    For thinking outside the box during challenging times

  • Zillow Group

    For redesigning the IR site, shaking up the earnings process and running an IR blog

Best in sector: consumer discretionary

Best in sector: consumer discretionary


Nominees

  • Comcast

  • Delta Air Lines

  • WINNER: Jack in the Box

  • Starbucks

Best in sector: consumer staples

Best in sector: consumer staples


Nominees

  • Costco Wholesale

  • WINNER: CVS Health

  • Procter & Gamble

  • The Kroger Company

Best in sector: energy

Best in sector: energy


Nominees

  • ConocoPhillips

  • Devon Energy

  • Noble Energy

  • WINNER: Schlumberger

Best in sector: financials (including real estate)

Best in sector: financials (including real estate)


Nominees

  • Discover Financial Services

  • WINNER: JPMorgan Chase & Co

  • Moody's

  • Visa

Best in sector: healthcare

Best in sector: healthcare


Nominees

  • Boston Scientific

  • WINNER: Danaher

  • Medtronic

  • Wright Medical Group

Best in sector: industrials

Best in sector: industrials


Nominees

  • Covanta

  • General Electric

  • WINNER: Honeywell

  • Quanta Services

Best in sector: information technology

Best in sector: information technology


Nominees

  • Applied Materials

  • Cisco Systems

  • Lam Research

  • WINNER: Salesforce.com

Best in sector: materials

Best in sector: materials


Nominees

  • Ball Corporation

  • PPG Industries

  • Sealed Air

  • WINNER: Sherwin-Williams

Best in sector: telecommunications services

Best in sector: telecommunications services


Nominees

  • AT&T

  • Sprint Corporation

  • WINNER: T-Mobile US

Best in sector: utilities

Best in sector: utilities


Nominees

  • American Electric Power

  • CMS Energy

  • WINNER: NextEra Energy

  • Xcel Energy

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 2016: 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 2016: 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 2016: 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 2016: 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 2016: 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 2017: Corporate research

Before the research is published on our website and in hard copy (as the IR Magazine Investor Perception Study – US 2017), 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 23, 2017: 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 24, 2017: Report published

Shortly after the awards, the IR Magazine Investor Perception Study – US 2017 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 2017 investor perception study, please contact IR Magazine’s head of research, Janet Dignan, at [email protected].

 

People's choice award for innovation

The People’s choice award for innovation is presented to a publicly listed company that has made an outstanding contribution to the practice of IR and the community of IR professionals.

Winner of the 2017 People’s choice award for innovation:  Estée Lauder.

 

On the night

Venue

Cipriani Wall Street
55 Wall Street
New York, NY 10005

Sponsors

Book your seat

The tickets below will provide you with full access to the awards ceremony.
If you have any questions regarding booking seats and tables for the awards, please contact Brigitte Toledano on +1 212 430 6861.

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