For IROs, the growing shift away from relying solely on investment banks to source potential buy-side investors has necessitated a move to more of a sales and marketing approach to their investor engagement strategy. Many corporate issuers must now augment their sourcing efforts with proactive, outbound, direct-to-investor approaches. However, the predictive insights necessary to identify patterns and sentiment within their shareholder base can be incomplete or inaccurate, making it a challenge to strategically identify and target the appropriate potential buyers and sellers of their shares.

For institutional investors, the shift to identifying and engaging directly with the right corporate issuers continues to gain momentum, intensifying the ongoing challenge to connect their capital with the right issuer. More than ever before, investors must find, parse, and interpret corporate value in a largely digital environment where information is not consistently standardized or centralized.