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.

What's New: IR Insight Enhancements
Join us for a webinar highlighting the recent enhancements in IR Insight. One of our Client Success Managers will demonstrate the key features released this March.

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.

    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.

    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.

    IR Analytics

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

    Investor Analytics: PassiveIQ
    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.

    Smart Targets Overview
    Nasdaq Smart Targets is a tool designed to help investor relations officers (IROs) identify institutions and mutual funds likely to buy or sell their company’s shares over the next six months. This algorithm includes two models, analyzing the existing shareholder base differently from prospective investors. Think of it as a way to prioritize the institutions or funds for your investor outreach.

    New Report Manager: Build Your Own Reports
    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.


    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

    Leverage Connect IR to easily schedule your (virtual) meetings with investors and analysts.
    Share an elegant schedule with your analysts and/or investors where they can book themselves for a meeting. Example with the organization of a full day of post earnings calls with your analysts.

    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)

    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

    Earnings analyzer: see broker reactions since your last earnings publication
    Analyse your analysts reactions since your last earnings publication , how your communication has impact the market vision on you company

    Target Tracker
    See how you can track events, monitor share change, etc. for your latest advisory analysis & see how you can use that data within other features such as Reporting & Goal Tracker

    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?

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