Virtual event; timings to be announced
The IR Magazine Awards – US 2021 will take place on Thursday, March 25 as a virtual awards ceremony. We will once again be bringing together the investor relations community to celebrate and honor excellence in the IR profession. Further details about the 2021 awards ceremony will follow in due course including information about how to access our virtual platform and timings.
Since the annual event first launched in 1996, tens of thousands of analysts and investors have voted in the surveys that fuel the awards. The result: vital benchmarking information on which companies do the best IR. In recent years, the awards program has expanded to recognize more aspects of an IRO’s role as we add new categories to the list and give IR teams the opportunity to nominate themselves.
By popular demand, we present 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 provide the best IR service. In our nominated categories, companies submit written entries to articulate their success and achievements from the past year, giving any publicly listed company the opportunity to be considered for an award.
For our awards-by-nomination categories, 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 team members.
The entry deadline for 2021 nominations has now passed and we are no longer accepting entries. We will be in touch with successful short-listed companies at the beginning of February.
Please note that categories are subject to change based on the final number of submissions received. Some categories may be split by market cap size.
The awards-by-nomination categories differ from our traditional researched awards, 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 team members.
The judging process consists of three simple phases:
Phase one: Once the entry deadline has passed, the IR Magazine editorial team reviews all submissions and produces the short list
Phase two: The short-listed entries are shared with an independent judging panel made up of industry experts. The judges review each short-listed entry and select their top two picks per category
Phase three: The judges come together to discuss, debate and select the final list of winners who will go on to win an award
The judges’ votes are not made public, but their comments may be published in articles or reports after the event. Judges are not required to make comments against every submission.
View our awards best practice guide for insights from our past winners and partnersAccess the guide
Our awards-by-research nominees are determined by the input of hundreds of analysts and portfolio managers, who give their opinions on which companies provide them with the best IR service in the US. Every year we invite any publicly listed company to submit their list of buy and sell-side analysts and portfolio managers, so that they have the opportunity to vote via our survey.
For the current research survey, the deadline to submit lists has now passed. If you have any questions on this process or wish to access our data sharing agreement, please visit our Frequently Asked Questions page. For any further queries about the research, please contact [email protected].
Please note that categories are subject to change based on the final research results. Some categories may be split by market cap size.
View the entire list of 2020 nominees and winners
The first thing to explain is that our researched 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 2020: 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 Markets list of US investment community contacts to produce a total of around 50,000 investors and analysts.
September – November 2020: 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. 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 2020: 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 2021: 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 one month before the event.
March 25, 2021: Winners announced
And finally… the winners are announced at the awards ceremony on Thursday, March 25, 2021!
March 2021: Report published
Shortly after the awards, the Investor Perception Study – US 2021 report is published and made available to IR Magazine subscribers.
Awards Partners
DFIN is a leading global risk and compliance company. We’re here to help you make smarter decisions with insightful technology, industry expertise and data insights at every stage of your business and investment lifecycles.
As markets fluctuate, regulations evolve and technology advances, we’re there. And through it all, we deliver confidence with the right solutions in moments that matter.
Learn about DFIN’s end-to-end risk and compliance solutions. Visit DFINsolutions.com or call +1 800 823 5304.
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. BofA Securities, the institutional broker dealer business of Bank of America, 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 is listed on the NYSE.
For more information, please visit www.bofaml.com
Why partner with us?
The US Awards brings together some of the most influential people in the IR community. Our audience recognize the sudden change of pace cannot be navigated alone and are constantly looking for partners to help shape their shareholder engagement strategy and execute it. This event provides partners an opportunity to position yourself as a critical partner to the community.
The unique buzz we create at our virtual events – which is a far cry from a traditional webinar – afford our partners exceptional opportunities to entertain visitors and show-case their expertise.
Becoming a partner means you will:
All our partnerships are created using a mix of branding, thought leadership, lead generation and meetings with your target audience. You tell us your objectives and we will work with you to create you a package that’s makes sense for your company and will help you achieve those objectives.
To find out more about how we can help, contact Ian Richman or call on +1 212 430 6865.
Please fill in the form below to receive updates about registering to attend the US Awards 2021. We will confirm further details shortly, including more information about our virtual platform and the event timings.
If you have any questions, please contact Chloe Rutter at [email protected] or call +44 20 3002 0396.
Attendees at this event are leading IR practitioners from across the US. Each participant is someone with an established track record and a strategic IR role within his or her company.
Below is a sample of some of our past attendees:
Job title | Company | Job title | Company | |
Director | Hersha | SVP, investor and public relations | Tractor Supply Company | |
Director – global CSR reporting & insights | AT&T | SVP, investor relations | CVS Heathcare | |
Director finance | Casella Waste Systems | SVP, IR | Salesforce | |
Director of investor relations | Boston Private Financial Holdings | US chief representative officer | Samsung Life Insurance | |
Director of investor relations | Fifth Third Bank | Vice president | Edelman | |
Director of IR | Caterpillar | Vice president | JP Morgan | |
Director, corporate communications and investor relations | Reata Pharmaceuticals | Vice president | W2O Group | |
Director, corporate responsibility | Intel Corporation | Vice president – investor relations | Honeywell | |
Director, head of investor relations | Lazard | Vice president investor relations | Marriott Vacations Worldwide | |
Director, investor relations | Callon Petroleum | Vice president, corporate access & client services | Baird | |
Director, investor relations | The Home Depot | Vice president, finance | Stripes Group | |
Director, investor relations and corporate development | Stoneridge | Vice president, head of investor relations | Medtronic | |
Director, investor relations and FP&A | Visteon | Vice president, investor communications | General Electric Company | |
Managing director | Haller Financial Magazine | Vice president, investor relations | Best Buy | |
Managing director of market research | Envestnet | Vice president, investor relations | Etsy | |
MD | RD:IR | VP investor relations | Hilton | |
President | In Touch US | VP marketing & IR | DistributionNOW | |
President & CEO | Kansas City Southern | VP treasurer & IR | CMS Energy | |
President & chief executive officer | Codexis | VP, investor relations | Discovery | |
Sr. director, investor relations | Xylem | VP, investor relations | Newmont | |
Sr. investor relations analyst | Xcel Energy | VP-IR & treasurer | LendingTree | |
Sr. investor relations specialist | Central Garden & Pet |
For partnership inquiries
+1 212 430 6865
For awards inquiries
+44 20 8004 5339
For all other inquiries
+44 20 3002 0396