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Targeting and Engagement

Broker-Dealer Relationships – Building a Marriage of Equals 1024 576 MCI Capital Markets

Broker-Dealer Relationships – Building a Marriage of Equals
Choosing the right broker-dealers to work with is nearly as important as choosing who to marry. The right partner will support you – the wrong partner will leave you on the sidelines. Companies must partner with firms whose capabilities, sector focus, and size align with the company’s own. In short, companies should seek a marriage of equals when it comes to the sell side. read more
Artificial Intelligence Can Hurt IR
Artificial Intelligence: How It Can Help and Hurt Investor Engagement 1024 576 MCI Capital Markets

Artificial Intelligence: How It Can Help and Hurt Investor Engagement
AI tools like chatbots and outreach agents promise efficiency for IR teams. But if they reduce human contact, they can hurt your investor conversion funnel. This post shows when AI helps — and when it harms investor engagement — and offers practical guardrails for IR professionals. read more
Reach New Institutional Investors
Reach New Institutional Investors 1024 576 MCI Capital Markets

Reach New Institutional Investors
Public companies face real challenges in reaching new institutional investors. Broker led corporate access prioritizes commission payers, which may not be the investors best suited for the company. To break through, companies must take control of institutional investor targeting. read more
The Three Pillars of Quantitative Investor Targeting
Quantitative Investor Targeting Relies on Three Pillars 1024 576 MCI Capital Markets

Quantitative Investor Targeting Relies on Three Pillars
Accurate quantitative investor targeting depends on three pillars: clean and current ownership data, comprehensive fundamental financial data, and a rigorously back-tested targeting model. When any one of these elements is weak, targeting accuracy drops, and IR teams risk wasting time on irrelevant outreach. read more
The importance of an Investor Relationship Management Systems
No Investor Relationship Management System = No IR Program 1024 576 MCI Capital Markets

No Investor Relationship Management System = No IR Program
In today’s capital markets no capability is more fundamental to a modern investor relations (IR) function than an effective Investor Relationship Management (IRM) system. The IRM is not “nice to have.” It should be at the operational core of every IR program. read more
The Good, The Bad, and the Ugly of Initial Public Offering (IPO) Outcomes
The Good, The Bad, and the Ugly of IPO Outcomes 1024 576 MCI Capital Markets

The Good, The Bad, and the Ugly of IPO Outcomes
Not all outcomes of an initial public offering (IPO) are created equal. The size of your engaged investor pool determines the quality of price discovery and the depth of ongoing market support. This is often the difference between a strong debut and one that falls flat. read more
The Quality of your ownership data directly impacts the quality of your investor engagement and investor targeting
Ownership Data Quality 1024 576 MCI Capital Markets

Ownership Data Quality
The quality of your ownership data will dictate the success of your investor targeting initiatives, your ability to detect share movements in a timely manner, and your understanding of the return on investment of your marketing activities. read more