Nasdaq IR Insight® Info Center
JOIN A NASDAQ IR INSIGHT TRAINING SESSION BELOW

AMERS SESSIONS

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.


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.


New! Leverage IR Insight for ESG Contacts

Join this webinar to learn where you can find ESG Contacts in IR Insight. 


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. 


Ownership Reports: Current Holders, Historical Holders, Firm Portfolio

Learn where to find reports that pull ownership data and how to use it! When 13F filings come around you want to easily get this data to your management team. This webinar will focus on IR Insight's ownership reports.


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.


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.


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.


Insight 360: Explore Investor Analytics in IR Insight

Insight 360 is comprised of 4 different investor analytic modules. This webinar will provide an overview of Event Benchmark, Geographic Benchmark, Saturation Analysis, and Cost Basis. Join this webinar to take your investor analysis to the next level.




EMEA SESSIONS

Leverage the Nasdaq Excel Add-in to update your stock price charts in one click!
Are you preparing customized stock price charts to compare the performance of your company versus peers or indices? Discover how the IR Insight Excel Add-in can refresh your templates in one click!


Advisory data via IR Insight

Find out how your advisory data (shareholder identification) is integrated into IR Insight. Use the advisory source for ownership when working with the investor profiles or building reports


Leverage Connect IR to easily schedule your (virtual) meetings with investors and analysts

What is Connect IR and how it can help you engage with your contacts, create meetings and follow the whole process. You will learn how to save time and be informed in real time on who is scheduling meetings without back and forth emails. 


Passive IQ - Understand indexes and passive investment through IR Insight

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.


Target Tracker

Targets identified by Advisory Services - Track event activity and share change for your latest advisory list


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


New! Leverage IR Insight for ESG Contacts

Join this webinar to learn where you can find ESG Contacts in IR Insight


Corporate Events (Street Events database) & Transcripts

View company and industry events. Access insight from corporate events through transcribed calls including Q&A. Set up your calendar to follow your peers corporate events like earnings. Download the transcripts of corporate events


The growing Trend of Activism: know your potential risks and vulnerabilities using Activist360

View company and industry events. Access insight from corporate events through transcribed calls including Q&A. Set up your calendar to follow your peers corporate events like earnings. Download the transcripts of corporate events


Sell-side sentiment - monitor broker research, consensus & detailed estimates

Understand sell-side sentiment with real-time research; Analyze consensus and detailed estimates for your company and peers


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




New Training Sessions

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

Are you a current Nasdaq IR Insight client with questions about the platform or interested in learning more about Nasdaq Advisory Services or other Corporate Solutions products?

Please feel free to contact us at:

Your personal data will be processed in accordance with our Privacy Policy