Strategic Partnerships

Strategic alliances and collaboration are central to our goal of helping our clients achieve long-term value and promoting a strong capital markets ecosystem.

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Strategic alliance with S&P Global Market Intelligence

The combined solution offered by S&P Global Market Intelligence and Rose & Company provides client partners with predictive investor targeting and relation-based institutional investor engagement services to boost shareholder acquisition.

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Investor Suitability Scoring

​Based on 15-factor fundamental model that measures fit in investment strategy

Market Engagement Analysis

Leverages aggregate meeting history to identify optimal contacts and meeting preferences

Capital Flows Monitoring

Real-time portfolio monitoring across thousands of issuers supports timely risk and opportunity analysis

Rose & Company’s Qualitative Overlay

Institutional Knowledge

Deep understanding of varying investment mandates and preferences

Broad Relationships

Long-standing relationships with key decision-makers

Strategic View

Expertise at prioritizing investors and cultivating effective ongoing dialogues

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Discover how our strategic alliance enhances investor targeting and engagement.

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Industry associations

Our firm is dedicated to supporting the investor relations and capital markets industries. We are proud members of key industry associations around the globe and provide expert insights into emerging issues and best practices.

National Investor Relations Institute

The world’s largest professional investor relations association, representing a network of over 1,500 companies with an aggregate market capitalization of $12 trillion.

Canadian Investor Relations Institute

A not-for-profit Canadian association dedicated to the professional development of executives in investor relations.

Investor Relations Society

UK’s professional body for investor relations practitioners, promoting best practices and professional development.

Investor Relations Club Schweiz

Switzerland’s body promoting the interests of investor relations professions among approximately 80% of companies listed in the Swiss Market Index.

Australasian Investor Relations Association

The main body representing investor relations practitioners in Australia and New Zealand, with members including the majority of ASX100 companies and Australia’s leading share registries.