Topic Measure Effectiveness

  • Stock Positioning Checklist and Self-Evaluation

    Here is our proprietary Stock Positioning Checklist and Self-Evaluation. It has 29 items to give a score of 0-5.

  • IR Self-Assessment

    Here is a formal self-assessment you can do to evaluate your IR program. It uses 12 different topics in 3 categories. One way to corroborate your self-assessment is to use a third-party like a IR advisory firm to do an evaluation. Even better is if the IR advisory firm connects with your buy-side and sell-side using this form.

  • IR Scorecard

    This is a one-page Scorecard to measure key IR and stock stats on a rolling 8 to 12 quarter basis. This will provide the quantitative metrics about your IR performance.

  • IR Excellence

    This is perhaps the coolest resource within the IR Barn. It is a comprehensive look at what separates World Class IR from the Bare Minimum/Required. Use this one-pager to assess where you can enhance your current offering. Play offense. Always.

  • Perception Study White Paper

    Use this white paper on Perception Studies to help you conduct your own Perception Study or to manage an independent consultant to compile.

  • Ways to Benchmark your IR

    Here are some ways to measure the effectiveness of your IR efforts.