Module
IR fundamentals & shareholder management
Covers the IR function, shareholder segmentation, and how to build a compelling equity story.
3 lessons • 255 XP available
This block's action items in the Playbook →Lessons
1
The investor relations function: what every CFO must understand
+85 XPUnderstand the IR function and the CFO's role within it.
2
Understanding your shareholder base: indexers, value, GARP, growth & activists
+85 XPSegment your shareholders: indexers, value, GARP, growth, and activists.
3
Crafting the equity story: what investors actually buy
+85 XPBuild an equity story that investors actually buy into.