Buy-Side Research Playbook: Process, Access & Workflow Guide
What Is Buy-Side Research? (And How It Differs From Sell-Side) Buy-side research is the analysis institutional investors, asset managers use to decide what to buy,
What Is Buy-Side Research? (And How It Differs From Sell-Side) Buy-side research is the analysis institutional investors, asset managers use to decide what to buy,
What Is a Non-Deal Roadshow, and Why It’s Different From a Deal Roadshow A non-deal roadshow (NDR) is a series of one-on-one or small-group meetings
Investor Day vs. Analyst Day: The Core Difference An Investor Day and an Analyst Day are not legally defined terms. No regulator publishes a rulebook
From Novelty to Necessity: Why AI Is No Longer Optional in IR AI in investor relations has moved past the pilot-project phase. The Conference Board
What Is Corporate Access Technology, and Why It’s Different from Generic IR Software Corporate access technology manages the specific workflow of getting issuers, sell-side banks,
The Hidden Cost of the Spreadsheet Roadshow Most roadshow schedules still get built the same way they did fifteen years ago: a shared spreadsheet, a
What Is a Roadshow? Core Definition A roadshow is a structured series of presentations and meetings that a company’s senior management, usually the CEO and
Why 2026’s Outlook Season Is a Signal for Corporate Access, Not Just Markets Every November and December, the major sell-side research franchises publish their outlook
Why Corporate Access Reporting Is Under New Scrutiny in 2026 Boards are asking IR teams a harder question than they used to: not “how many
What Is Corporate Access? A Working Definition Corporate access is the operational layer that connects publicly-listed company management teams with the institutional investors and analysts