The first thing to explain is that our awards are different from most others: for our awards by research, 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.
July 2023: Sample selection
IR Magazine has been building investment community databases for more than 30 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 IHS Markit’s list of US investment community contacts to produce a total of around 50,000 investors and analysts.
September – November 2023: Telephone survey
The telephone survey then gets under way. The researchers conduct in-depth interviews with an additional 250 portfolio managers and analysts across the US and Canada. 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.
October 2023: Electronic survey
IR Magazine then conducts an electronic survey of buy-side and sell-side analysts and portfolio managers. The electronic survey typically receives 200 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.
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 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 bench-marking tool.
January 2024: Short list compiled
IR Magazine receives the results in January 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.
April 4, 2024: Winners announced
And finally… the winners are announced live at the black tie awards gala on Thursday, April 4, 2024!
April 2024: Report published
Shortly after the awards, the Investor Perception Study – Canada 2024 report is published and made available to IR Magazine subscribers. This report will profile the top ranked companies and reveal information on how they conduct their IR activities and why investors voted for them.
The IR Magazine Awards – Canada 2024 will take place on Thursday, April 4 in Toronto. This very special event honors excellence in the investor relations profession across Canada and we were excited to welcome everyone for an evening of fine food and lots of celebrating!
