Nasdaq IR Insight® Info Center

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AMERS

IR Insight in 30 Minutes
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.

Leveraging Nasdaq for Investor Targeting: Investor Engagement and IR Insight
Targeting new investors is still a top IR priority for many companies. In this webinar, we will show you recommended reports and workflows by leveraging IR Insight for investor targeting needs. We will also have a special guest, Tim Trombetta, Director, Investor Engagement, who will highlight Nasdaq's Investor Engagement services.

CMS Best Practices: Roadshow Planning with IR Insight
Join this webinar to learn how you can leverage IR Insight for your next Roadshow.
     - Creating an Itinerary event to track your roadshow meetings
     - Downloading Briefing Books
     - My Activity Reporting to show Roadshow ROI
     - Use Targeting BYO report to create a supplemental list of investors to meet with outside the roadshow

Leverage IR Insight for ESG Content
ESG is a popular topic amongst Investor Relations. Nasdaq IR Insight's Contact and Fund database has been improved with the ESG tag. You can now view how many ESG contacts and funds in a Firm Profile. We also recently released the ESG Analytics which allows you to see changes and trends in ESG Funds that own your company.

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 Deep Dive: How to use the IR Insight Add-in for your Board Report
Join this webinar to learn how the IR Insight Add-in can help you with your Board Report. We will show a few Board Report examples. The Add-in can help automate data pulls that you can use to create charts and graphs for your Board Report.

Benchmarking Your IR Program
This webinar will cover Event Metrics, Peer Analytics, and Cost Basis 360.

Investor Targeting: Peer, Market Cap, and Sector Ownership
Targeting new investors is still a top IR priority for many companies. In this webinar, we will show you recommended reports and workflows by leveraging IR Insight for investor targeting needs.

EMEA

‘What’s new in IR Insight’
Join us for a webinar on the recent enhancements in IR Insight. One of our Client Success Managers will highlight the key features released recently

Targeting potential investors in IR Insight: Identifying opportunities
With the help of the Report Manager find out who are those investors invested in your peers or sector but not invested in your company yet. 

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

Pre or Post earning calls with analysts : leverage ConnectIR for easy scheduling
Schedule easily and quickly meetings with your analysts for your pre and/or post earnings calls.

IR Insight in 30’
A 30 min high level overview of IR Insight to discover all the capabilities of your IR platform.

Focus on your ESG Shareholders
Who are they? what percentage of your company shares do they represent? How about your peers?

All ESG in IR Insight: Contacts, Funds, Targeting, Research & Filings
Learn which content you can leverage in IR Insight that support you in developing your ESG strategy

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.

Keep record of your investor interactions & meeting notes - CMS Tools
Create itinerary using best practices, download Briefing Book, investor profiles for your itinerary

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

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

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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