Report: Investor Targeting Wins


ROI and data-centric approaches to investor targeting will continue to be paramount for IR teams, as the competition for capital remains fierce.

To this end, the S&P Investor Relations Targeting team measured the purchasing of S&P Global Targeted investors over the first quarter of 2023. The study concluded that S&P Global Market Intelligence targets added $38.9B in Q1’23. These share purchases were seen despite continued uncertainty in the macro environment and mutual fund outflows throughout all market sectors. 

A successful and formal investor targeting program can contribute to shareholder stability, total shareholder return, and increased institutional commitment to the name. 

Access our Investor Targeting Wins report to learn more. 


Download Report on Targeted Investors' Fund Flow to Sectors


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