Benchmark Survey · 2026
AI in Investor Relations
AI tools are moving faster than most firm policies. Many IR teams are weighing productivity gains against compliance risk without visibility into how peers are navigating it.
Time
7 Minutes
Anonymity
Fully Anonymous
What this survey explores
Whether firms have a formal policy in place — and what it covers
Where AI is actually being applied — summaries, DDQs, targeting, reporting
Which AI tools IR teams are actively using and how they're being accessed
Governance friction, data quality gaps, leadership alignment, and training deficits
Where IR professionals expect the greatest AI-driven value over the near term
What early responses reveal
"AI is being used — but the infrastructure to govern it hasn't kept pace with the adoption curve."
Every early respondent uses ChatGPT. Microsoft Copilot and Claude are each used by half of respondents — often alongside each other.
Summarising meeting notes and preparing DDQ/RFP responses are the two use cases rated most valuable — each cited by the majority of early respondents.
Extracting portfolio data for LP reporting is the most commonly cited near-term opportunity — suggesting current tooling still falls short on structured data workflows.