FALL 2024 | CONTENTS


President and CEO Matthew Brusch, CAE


Editor-in-Chief Al Rickard, CAE


arickard@associationvision.com


Art Direction THOR Design Studio www.thor-studio.com


Letters to the Editor IR Update


TM welcomes letters to the


editor. Please send feedback to arickard@associationvision.com.


About NIRI Founded in 1969, NIRI is the professional association of corporate officers and investor relations consultants responsible for communication among corporate management, shareholders, securities analysts, and other financial community constituents. NIRI is the largest professional investor relations association in the world with members representing over 1,500 publicly held companies and $12 trillion in stock market capitalization.


About IR Update TM 18 14 CAPITAL MARKETS Navigating the Populous


Landscape of ETFs Exchange-traded funds are proliferating, offering investors many new options. What does it mean for issuers and what do investor relations professionals need to know? BY AL RICKARD, CAE


18 ARTIFICIAL INTELLIGENCE


IR Update is published by NIRI: The Association for Investor Relations, as a service to its members.


ISSN 1098-5220


© 2024 by NIRI: The Association for Investor Relations. All rights reserved.


For change of address, contact: NIRI–IR Update


Phone: (703) 562-7700 memberservices@niri.org www.niri.org


Managing the AI Opportunity Issues around messaging, disclosure,


compliance, ethics, governance and legal risk are critical for IR professionals managing the adoption of AI. NIRI held a virtual AI Summit to help sort it out. BY AL RICKARD, CAE


24 ESG


The ESG Dance With Investors Corporate approaches to communicating


about ESG have shifted in recent years. Investor priorities on these issues have also changed. Where are we now and how can IR professionals move forward in this dynamic arena? BY AL RICKARD, CAE


DEPARTMENTS 2 AT THE BELL


Where Have All the Public Companies Gone? BY JOHN MOTEN, IRC


4 NIRI NOW • NIRI Members Advocate for IR on Capitol Hill and at the SEC • In Memoriam: Donald Allen • In Memoriam: Susanna Chau


12 SPOTLIGHT ON THE CEO 10 Questions with Tamir Poleg, CEO of The Real Brokerage Inc.


32 CHAPTER SPOTLIGHT NIRI Dallas/Fort Worth Chapter Builds Momentum in Engagement and Strategy BY FATMA MANSOUR


36 TAKING THE PULSE Contingency Planning


30 ETHICS


Putting NIRI Ethical Principles Into Action


Sound ethical practices are essential for investor relations. The second article in this series by the NIRI Ethics Council illustrates NIRI’s Ethical Principle #2 about the benefits of honesty and transparency. BY RAJ MEHAN, P. ENG, CTP, CMA, IRC


niri.org/ irupdate


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