Nasdaq IR Insight® Info Center


Getting Started with IR Insight
The goal of this webinar is to get you familiarized with navigating the platform. It will also empower you to configure IR Insight to suit your needs.

Improved Report Manager: Learn How to Use the New Reporting Tool
Tried our new reporting workflow? The new report builder takes you through a step-by-step process to build Contact, Firm or Activity Reports. More output options across all Build-your-own reports, including more contact and event data. We recently added the new My Activity / Events Build Your Own, Firm Interaction, and Contact Interaction templates to the report section.

What's New! June Enhancements
passiveIQ™ is an award-winning tool built to help today's IROs understand the trends in passive index ownership, identify which indices are most important for you and understand why you might not be included in certain indices. Available via Nasdaq IR Insight®, you’ll be able to benchmark passive ownership relative to your peers and provide management reports on the indices that have capital in you and your peers.

Excel Add-in: Deep Dive
This webinar will focus on specific categories in the Function Lookup such as Companies, Firms, Funds and Contacts. Learn how to build your own set of Nasdaq Add-in formulas.

Excel Add-in: Download, Navigation, and Template Library
IR Insight’s Excel Add-in is a powerful time saving tool for compiling IR Insight data into Excel. This webinar will focus on the basics to get you familiarized.

IR Insight Analytics
This webinar will explore the IR Analytics reports available in IR Insight. Learn about Buyside Analytics, Event Analytics, Peer Analytics, and Style Analytics.

Nasdaq ConnectIR: Removing The Friction Of Scheduling Meetings
Market and regulatory changes, such as MiFID II, are having real-time effects on IR teams globally. IR teams are engaging in more direct buy-side and sell-side outreach than ever before. Now, Nasdaq IR Intelligence offers ConnectIR, helping IR teams be more efficient, save time and maximize the effectiveness of their IR programs.

Targeting Report: Peer Cross Ownership and Sector Ownership
Looking for Potential Investors but don’t know where to start? Use IR Insight’s BYO Targeting report. Find investors that own your peers or sector but not your company.


Keep record of your investor interactions & meeting notes - CMS Tools
Event Creation best practises; using tags and topics; time saving features; create briefing books and profiles

Investor Profiles & Briefing Books
Access detailed profiles for institutional contacts. Learn about different types of Investor Profiles and download options (PDF, Excel, Word). Download Briefing Books for your roadshows

NEW Report Manager
Learn how to structure your reports , save them and use them. Understand the logic of the filter on any case : IR engagement , Ownership movement and targeting.

Keep informed - tools that can support you
Learn on how to stay informed about the latest changes/news with the help of the Alert Management, Mobile App & Dashboard. But also how you can get support in a fast and uncomplicated way.

Leverage the Nasdaq Excel Add-in to update your stock price charts in one click!
Learn how to easily use or produce customized stock price charts in Excel and how to automatically update them for your next presentations thanks to the Nasdaq IR Insight Office Add-in.

Identifying risks and opportunities in my shareholder base: Smart Targets
Risk and opportunities within yout TOP 100 shareholders; saturation analysis; use of cost basis to further specify the risk per individual investor

Passive IQ - Understand indexes and passive investment through IRI
Understand the trends in passive index ownership, identify which indices are most important for you and understand why you might not be included in certain indices.

Messaging: Send easily & track success from blasts messages
Send out press-releases, invitations or any other branded (personalized) communication to your distribution lists as a blast message. Track delivery of your message

Market Intelligence - monitor stock performance of your company & peers, utilize other market instruments
Utilize Market data via Dashboard, Quote Monitor or interactive charting tool, monitor news

The growing Trend of Activism: know your potential risks and vulnerabilities using Activist360
Understand how IR Insight can help you on this trending topic. Know the key features and benefits you can view in our platform.

New Training Sessions

We encourage you to contact our service team to discuss how you can become a Nasdaq IR Insight client.

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