Irwin, a FactSet company

They say distance makes the heart grow fonder. Could that be true for IR, too? We think so. A skill that’s not talked about enough in IR is restraint. Some investors need space rather than another touchpoint. Following up after a rocky quarter can give defensive rather than communicative. And some investors in a quiet period before a fund closes don’t really want or need that check-in. This kind of judgment and restraint comes naturally for seasoned IROs. But it doesn’t live in a dataset. Read more on our blog about what AI will never be able to replicate in IR. https://hubs.la/Q04gN93V0

And when we’re back in Chicago, we feel it. 🏙️ We’re packing our bags for the windy city to attend #NIRI2026. Catch our express talk on Monday, June 8, at 2:35 pm CDT. Our SVP and Co-head, Mark Fasken, will unpack original buy-side survey data that reveals what makes corporate access worth the time of institutional investors. See you all soon! You'll find us at booth 200. https://hubs.la/Q04gBvTk0

The gap between IR teams that actively use AI is widening, and Irwin clients are leading the way. 67% vs 42%. 67% of Irwin clients are putting AI to work and saving precious time. Think transcript analysis, meeting preparation, and communication drafting. IR teams using AI will go from reactive data-gatherers to strategic partners. It’s no longer about whether IR teams will use AI, it's how big the gap is between the ones who do and the ones who don’t. Don’t be left behind. Stay tuned for our upcoming AI in IR blog series. 👀

A portfolio manager is researching your company. They build conviction. They decide to reach out. Until now, that moment lived outside your IR workflow — in cold emails, conference hallways, and informal networks. Today, that changes. We're launching Corporate Connect: a new way for buy-side investors to initiate credentialed connections with corporate IR and management teams, directly from the FactSet Workstation. For IR teams, that means inbound interest from investors actively considering your company, along with the context to respond meaningfully from the start. Investor profile, public holdings, coverage universe — delivered before the first reply. For buy-side investors, it's a more formal, more effective path to engage with the companies they're already studying. And it's a step toward something bigger: making corporate access less about who you know and more about who's interested. Co-founder David Whyte shares why this moment has been a decade in the making → https://hubs.la/Q04flc-j0

Big changes could be coming for public companies. The SEC is preparing a proposal that might make quarterly reporting optional. If it passes, companies could choose to report twice a year instead of four times — reducing compliance costs, easing administrative burden, and theoretically giving management more room to focus on long-term strategy. But for IR teams, the implications run deeper than the filing schedule. Read our latest blog to hear what industry experts Philip M. and Matthew Kerkhoff had to say. https://hubs.ly/Q04bW-P60

Sending a big congratulations to all our clients who brought home awards from this year’s IR Impact Awards in Toronto! 👏🏆 This event celebrates true excellence, innovation, and leadership in IR, and we were proud to be an awards partner. Good IR deserves to be celebrated. These awards serve as an opportunity to benchmark success, inspire innovation, and foster a culture of excellence within our community.

We're growing our team. 🌱 We're looking for an Event Marketing Manager to join us — someone who can run a high-volume, high-impact program and bring real craft to every experience we create. Events are central to how we serve the IR community. It's where education happens, relationships deepen, and new ideas get introduced to the people who need them most. What you'll find here: a collaborative team, meaningful work, and a front-row seat to one of the most interesting corners of capital markets. Apply here: https://lnkd.in/eDwD_dan

As always, a time was had at the US IR Impact Awards. 🏆 The Irwin team always looks forward to this special event honoring excellence in IR. And seeing Irwin clients win awards never gets old! This year, the celebrations kept going as we went to the ringing of the opening bell at the New York Stock Exchange. This was a special moment, recognizing the individuals and teams shaping the dialogue between companies and the market at the highest level. Congratulations to all the award winners! 👏

What does good investor access look like in 2026? Our co-founder, Mark Fasken, sat down with IR leaders at the NIRI NE Regional Conference to learn what good investor access means to them. Each panelist brought forward practical strategies that IR teams can implement to drive real impact. Here are some key takeaways: - Conference fatigue: Conferences often bring together the same investors. The real value is in non-deal roadshows and more creative events—think dinners, bus tours, and facility visits. These events spark new, meaningful relationships. - Feedback gap: Some IROs leave meetings with no structured follow-up or actionable feedback. In 2026, we’re not doing this anymore. It’s time to build a feedback loop. Even just a quick written summary after meetings can help sharpen messaging and strategy. How are you rethinking your IR strategy for 2026? Our tips: - Explore new formats beyond traditional conferences to meet new investors. - Ask for feedback after meetings and use it to sharpen your messaging.

Your investors don't know your company the way you do. That's the problem. It's one of the core tensions Brett Feldman navigates in his role leading IR at AT&T. In our Season 6 opener, Brett reminded us of something easy to lose sight of. As an IRO, you're so close to the details that it's easy to forget how much context your audience is missing. At AT&T, that even means thinking about acronyms — are you speaking plain English, or company speak? The fix Brett shared is deceptively simple: before anything goes out, ask yourself if someone outside your world would understand it. That's the Plain English Test. Swipe through to learn more 👉 If you haven’t had a chance to listen to Brett’s episode, you can listen here: https://hubs.la/Q049tfw10