Forum Home Page [see Broadridge note below]

 The Shareholder ForumTM`

Fair Investor Access

This public program was initiated in collaboration with The Conference Board Task Force on Corporate/Investor Engagement and with Thomson Reuters support of communication technologies. The Forum is providing continuing reports of the issues that concern this program's participants, as summarized  in the January 5, 2015 Forum Report of Conclusions.

"Fair Access" Home Page

"Fair Access" Program Reference


Related Projects 2012-2019

For graphed analyses of company and related industry returns, see

Returns on Corporate Capital

See also analyses of

Shareholder Support Rankings


Forum distribution:

Adaptations to satisfy continuing need for decision-making information


Source:  IR Magazine, March 18, 2020 article

Ben Ashwell


Buy-side corporate access leaders praise IR flexibility amid Covid-19 disruption

MAR 18, 2020

Demand for meetings unchanged as investors praise videoconferencing

US corporate access co-ordinators on the buy side are not expecting in-person meetings to resume until mid-April at the earliest, as the industry strives to understand the effects of Covid-19.

The demand for corporate access remains the same, with banks moving their conferences to a virtual format, and issuers and investors initiating direct contact. The earliest that in-person meetings could resume is mid-April, according to one corporate access professional at a large US institution, while others suggest they’re preparing for late April at the earliest.

‘The sell side is doing its best to convert planned corporate access meetings to either conference calls or videoconference calls whenever possible,’ says Lisa Rubinger, who works in broker and corporate relations at Ashler Capital.

According to a survey of European investors last week, 76 percent of respondents are no longer attending investment conferences. This was confirmed by several buy-side corporate access professionals to be the case in the US. Shelter-in-place measures – which restrict all non-essential travel and meetings – began in the Bay Area on March 16 and, according to New York City Mayor Bill de Blasio, similar measures may be taken in New York before the end of the week.

Many financial institutions have enforced a work-from-home policy, while some others have separated their staff into working groups that aren’t allowed to meet physically for the foreseeable future.

Praising IR ‘flexibility and co-operation’

Amid this disruption, every corporate access professional interviewed for this article praises the efforts of the IR community, which has reportedly been stepping up to assist with corporate access.

‘We have seen unbelievable flexibility and co-operation from our issuer counterparts as we pivot toward scheduling more phone calls and rescheduling many other corporate access meetings,’ says Grant Bartucci, associate director of corporate access and broker relations at Point72 Asset Management. ‘They have really helped us put everyone’s health and safety at the top of the priority list and helped make this transition process as seamless as possible in such a volatile market environment.’

Rubinger agrees and urges IR teams to continue to be open and communicative: ‘The best thing issuers can do for the investment community is keep the lines of communication open and try to provide as much transparency as possible.’  

Even so, one corporate access professional tells IR Magazine that several IROs have been in touch to cancel meetings with individual portfolio managers. It’s not uncommon for a management team to meet with portfolio managers from the same firm within weeks of each other, and some IROs are asking for a more centralized approach that reduces the number of duplicate meetings by getting more people to attend one large meeting.

As investors adapt to the new reality, a consensus is growing that video meetings are favored over phone calls. Several corporate access professionals tell IR Magazine that their investment professionals have noticed little to no difference between video meetings and in-person meetings.


Copyright IR Media Group Ltd. 1995 - 2020 All rights reserved.



This Forum program was open, free of charge, to anyone concerned with investor interests in the development of marketplace standards for expanded access to information for securities valuation and shareholder voting decisions. As stated in the posted Conditions of Participation, the purpose of this public Forum's program was to provide decision-makers with access to information and a free exchange of views on the issues presented in the program's Forum Summary. Each participant was expected to make independent use of information obtained through the Forum, subject to the privacy rights of other participants.  It is a Forum rule that participants will not be identified or quoted without their explicit permission.

This Forum program was initiated in 2012 in collaboration with The Conference Board and with Thomson Reuters support of communication technologies to address issues and objectives defined by participants in the 2010 "E-Meetings" program relevant to broad public interests in marketplace practices. The website is being maintained to provide continuing reports of the issues addressed in the program, as summarized in the January 5, 2015 Forum Report of Conclusions.

Inquiries about this Forum program and requests to be included in its distribution list may be addressed to

The information provided to Forum participants is intended for their private reference, and permission has not been granted for the republishing of any copyrighted material. The material presented on this web site is the responsibility of Gary Lutin, as chairman of the Shareholder Forum.

Shareholder Forum™ is a trademark owned by The Shareholder Forum, Inc., for the programs conducted since 1999 to support investor access to decision-making information. It should be noted that we have no responsibility for the services that Broadridge Financial Solutions, Inc., introduced for review in the Forum's 2010 "E-Meetings" program and has since been offering with the “Shareholder Forum” name, and we have asked Broadridge to use a different name that does not suggest our support or endorsement.