Advanced

Advanced Investor Relations: Managing Institutional Shareholder Expectations

Once a company is listed, its share price is set at the margin by a few dozen institutions: FPIs, domestic mutual funds, insurers and pension money. This advanced course is for CFOs, finance leaders, late-stage founders and corporate development teams who have to manage what those institutions expect. It covers who owns India Inc and why, how to read and shape a shareholder register, how consensus forms and how to guide without breaching SEBI LODR, how stewardship codes and proxy advisors drive votes on related party transactions and special resolutions, how to handle activists and short sellers, and how to run and measure a serious institutional IR programme. Educational content only, built on real Indian cases.

Investor RelationsInstitutional InvestorsShareholder TargetingEarnings GuidanceSEBI LODRStewardship and Proxy AdvisorsShareholder ActivismCrisis Communication
MODULES
6
DURATION
~5 hrs
TRACK
Corporate Finance

What You'll Master

How promoter, FPI, DII and retail ownership of Indian companies has shifted and what each holder type wants
How to read a shareholder register and target the investors who fit your stock
How free float, block deals, OFS and QIPs reshape your institutional base
How consensus forms and how to design guidance that keeps expectations credible
How to manage expectations without selective disclosure under SEBI LODR and insider trading rules
How stewardship codes and proxy advisors like IiAS, InGovern and SES shape institutional votes
How to prepare for activists, short seller reports and governance shocks
How to plan, run and measure an institutional IR programme the board can hold to account
Access Level
LEARNER
Everything included
Full Text Playbooks
Actionable Exercises
Mobile Reading Mode
Lifetime Updates

Curriculum Breakdown