Irwin, a FactSet company

We are excited to announce a new chapter for Irwin today: we have entered into an agreement to be acquired by FactSet, a globally renowned leader in market data and analytics. FactSet has been part of our community since the very beginning. Our collaboration deepened when we launched a successful partnership in 2023, allowing us to integrate our CRM and IR workflows with FactSet’s financial data, analysis, and research. The positive market reaction and the significant benefits of our combined offering have already made an impact, but we know the best of our partnership is yet to come. Irwin and FactSet share the same vision for the future of capital markets, and together, we have an incredible opportunity to deliver that vision. This acquisition enhances our ability to support the IR community, ensuring you receive increased levels of service, product development, and the chance for your feedback to shape the future of investor relations. We are deeply grateful for everyone who has supported Irwin on this journey. Your belief in our mission has made this progress possible, and we’re committed to creating lasting value in the capital markets community as we move forward. Read what our co-founders David Whyte and Mark Fasken have to say here: https://hubs.la/Q02W7Xvw0

New speaker added—we’re excited to welcome Seth Rosenwasser to our 2025 State of Investor Relations panel. On February 27 at 12 PM ET, we’re diving into the latest findings from the 2025 State of Investor Relations Report—with insights from 178 companies around the world. Join Kimberly, AMY, and Seth as they share where they’re focusing their efforts in 2025, how they’re adapting to shifting investor expectations, and the biggest challenges they’re preparing for. You’ll learn how IR priorities are evolving across company sizes, including: ✅ Rethinking relationship management strategies ✅ Tackling technology and efficiency challenges ✅ Where the pressure is highest—and why it matters for your strategy Plus, all registrants get exclusive early access to the full report before its public release. Register using the link in the comment section ⤵️

How are IR teams leveraging technology? What challenges are reshaping shareholder engagement? And most importantly—what can you do to stay ahead? We’re bringing together industry experts to unpack the findings from Irwin’s 2025 State of Investor Relations report in a live discussion on February 27 at 12 PM ET. Featuring Kimberly Esterkin and AMY FENG, expect insights on: ✅ The top IR priorities for 2025 ✅ How teams are actually using AI ✅ New approaches to targeting, storytelling, and shareholder engagement Plus, all registrants will get exclusive early access to the full 2025 State of IR report before its public release. Register now to join the conversation! The link is in the comments.

How often do companies really check in on what their investors think? Investor perception shapes market confidence, valuation, and access to capital—but traditional perception studies are infrequent, expensive, and leave IR teams reacting instead of leading. That’s why we built Irwin Pulse. A strategic addition to Irwin that gives IR teams: ✅ Real-time intelligence – No more waiting for annual studies. ✅ Flexible attribution – Capture candid feedback with multiple response options. ✅ Seamless integration – Connect insights directly to your Irwin CRM. ✅ Actionable analytics – Surface key trends and optimize your strategy. ✅ Multi-channel feedback – Engage investors where they are. Why does this matter? IR teams face growing pressure to address investor concerns proactively and report meaningful metrics to management. Pulse delivers continuous investor perception data to help you stay ahead. Want to learn more? Swipe through the carousel or read the full blog in the comments. #InvestorRelations #IrwinPulse #InvestorEngagement

Starting strong as a new Investor Relations Officer is all about strategy. In the first 90 days, Luke Wyse, CFM recommends focusing on three key areas to set yourself up for success: ✅ Build internal trust: Learn the priorities of your CEO, CFO, and other leadership team members. Align your strategy with their vision. ✅ Identify quick wins: Whether it’s a refreshed investor deck or improved reporting workflows, early victories boost your credibility. ✅ Plan strategically: Balance immediate deliverables with a long-term vision for targeting and shareholder engagement. Here's a practical tip from Luke: Schedule 1:1 meetings with your leadership team and key investors in the first month. This will help you understand their priorities, expectations, and communication styles early on. These actions make the transition into a new role seamless and impactful—and help you hit the ground running. 👉 What’s your go-to strategy for the first 90 days in a new role? Let us know below. #WinningIR #InvestorRelations #Leadership

What's on the radar for 2025? Earnings growth. AI innovation. Washington's policy shifts. FactSet's latest insights reveal eight key trends shaping the year ahead. Here’s a quick look at three that matter most for IR: ↪ S&P 500 earnings growth. John Butters, VP and Senior Earnings Analyst, predicts nearly 15% growth in S&P 500 earnings for 2025. Improvements are expected across all sectors, with companies on track for some of the highest profit margins ever recorded. ↪ AI takes center stage. Ryan Roser, Head of AI and Machine Learning, explains how AI is evolving fast. Tools like smart software agents and advanced AI systems are reshaping how we work and raising big questions about the future of intelligent machines. ↪ Washington’s shifting agenda. Michele Lieber, SVP and Head of Government Affairs, highlights how changes in U.S. leadership, with Republicans in control of Congress, will shape policies on taxes, technology, and AI. These trends highlight just how fast our world—and our work—is changing. Staying ahead means staying curious, strategic, and ready to adapt.

What a year! As 2024 comes to a close, we're celebrating the progress we've made alongside our incredible community. This year, we: 🔹 Joined forces with FactSet to deliver greater value for IR teams 🔹 Expanded globally, including deeper growth in EMEA 🔹 Delivered innovations like Holder Alerts, Event Broadcast and Pulse Surveys 🔹 Launched the Irwin Community, creating a dedicated space for IR professionals to connect and share insights 🔹 Hosted conversations with 20 leading experts on Winning IR Most importantly, we supported our clients every step of the way—helping them build stronger investor relationships and stay ahead with the tools and insights they need. Swipe through the carousel to see the stats that made 2024 unforgettable. To every client, partner, and teammate—thank you for trusting us to power your progress. #YearInReview #InvestorRelations

AI isn’t the future of IR—it’s happening right now. For the final episode of #WinningIR Season 4, we set out to separate the hype from what’s actually working for IR professionals today. And we did it with something we’ve never tried before: three expert guests sharing their perspectives. Here’s what we uncovered: ↪ AI saves IR teams hours on prep. Gregg Lampf, IRC (Ciena) shared how AI tools streamline earnings analysis and spot trends across peer reports—tasks that used to take days. ↪ AI tools can test your messaging. Krishna Rangarajan (BigPi Ventures) explained how AI acts like a virtual “focus group” to simulate investor reactions before your call goes live. ↪ Forecasting stock drivers gets sharper. Fatma Mansour (Copart) uses advanced models to uncover which factors—sentiment, earnings, or trading volume—move the needle for stock performance. ↪ Small wins build big momentum. You don’t need a huge budget to start. AI can help simplify repetitive tasks, test messaging, and drive smarter decisions. The full episode is in the comments. Are you experimenting with AI in your IR workflows? Share what’s worked—or what hasn’t—below.

Thinking about taking your company public? An IPO is your company's big debut. It's your chance to introduce your story to the investment world—and getting it right matters. This week, we revisited our conversation with Alex Jorgensen, Managing Director and Head of IR at Prosek Partners. He's guided countless companies through IPOs, and his insights break down what IR teams really need to focus on to make a lasting first impression. Here's what we learned: ✅ Build the right team to tackle the IPO process ✅ Shape a compelling go-to-market narrative ✅ Understand the key differences between private and public investors ✅ Tackle common challenges and set realistic expectations ✅ Navigate market timing to optimize your debut Want the full playbook? ⤵️

Are you speaking your investors' language? In investor relations, one size doesn't fit all. Every investor is different. So, how do you adapt your message without losing focus? Danielle Collins, Senior IR Director at Shell, calls it being an IR chameleon. In the latest episode of #WinningIR, Danielle shares how adaptability is key to building great investor relationships. She shares: 🔹 How to simplify complex technical info for diverse audiences 🔹 The secret to standing out with memorable meeting hooks 🔹 Tips for engaging investors on any budget 🔹 How to flex for regional differences in investor priorities Whether you're connecting with a generalist today and a specialist tomorrow, adapting your approach can make all the difference. What’s your go-to strategy for connecting with different types of investors? Let us know in the comments! ⤵️