• Summarization and information gathering are the primary current uses of AI. AI’s low-risk, information-condensing abilities are the first foothold into IR tasks, with 69% reporting using it sometimes or more to summarize information on peer firms, 66% to summarize information (including sell-side notes), and 53% to gather information before meeting with investors. Te two most popular AI tools in use by half of respondents are ChatGPT and Dall-E-2.
• Tere are major concerns about disclosure of material non-public information (MNPI). Legal and regulatory risks temper respondents’ full adoption of AI. Respondents view the top three challenges to AI adoption as disclosure of MNPI (82% to at least a moderate extent); concerns about accuracy or bias (91%); and data privacy (74%). Open-text responses emphasized MNPI exposure, security breaches, and loss of human voice as key concerns.
• IR professionals exhibit strong optimism about efficiency gains and potential uses. Respondents overwhelmingly agree that AI will improve their effectiveness/efficiency with nearly 95% expecting at least moderate potential benefits related to gathering and summarizing information. A majority of IR professionals also expect at least moderate benefits extending to reducing workload, drafting press releases and narrative company filings, ESG reporting, and evaluating management and narrative filings.
• Skepticism exists over safety and support for regulation. IR professionals feel that governance, safety, and regulatory frameworks are lagging behind the technology’s growing adoption, with 66% disagreeing that there is currently adequate regulation of AI and 89% disagreeing that AI regulation is not needed. Virtually all respondents expressed support that having AI policies – regarding usage, ethics and code of conduct – is at least moderately beneficial within companies, with more than 60% viewing them as extremely beneficial.
• A gap exists between AI interest and company training. Only 25.4% of companies provided AI- related training during the past two years, while
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Profile of Survey Respondents
A total of 59 IR professionals responded to the AI survey used to create the report. They represent a very experienced cross-section of the profession. Demographics include: • Two-thirds of respondents have 11 or more years of experience in investor relations.
• Forty-two percent of respondents hold titles of “Director” or higher; 51% hold titles of Senior Manager, Manager, Analyst, Associate, or Specialist.
• The largest cohort of respondents were from Gen X (age 45-60) at 59% with Millennials (age 29-44) second at 24%.
• A plurality of respondents work for small-cap companies (35.1%), with mid-caps (33.3%) and large-caps (26.3%) closely following.
47.5% of respondents said they had attended some form of AI training. Tis suggests a disconnect where IR professionals (who consider themselves a technology savvy cohort) are pursuing AI skills independently, highlighting an opportunity for companies to meet this need by offering formal AI training.
The Value of AI A majority (55%) of respondents view AI as at least moderately valuable to AI ac- tivities within their company. Only 9% don’t believe AI is valuable to IR activities. Tis mirrors that 69.6% of respondents already use AI in their day-to-day IR
activities at least sometimes and 56% have seen at least a moderate change in AI use within IR since 2022. Respondents overwhelmingly agree that AI will improve their effectiveness and/or efficiency in their job (96% agreeing and 53% fully agreeing). Also, 56% agree that these AI tools will offer cost-effective solutions, with only 2% disagreeing. Respondents are split on whether key aspects of their work could be performed
by AI, with 47% agreeing, 26% neutral, and 27% disagreeing. Fewer than half (43%) of IR professionals fear job loss due to AI, with the vast majority of that group seeing that threat to only a slight extent. Only 11% fear job loss to a large or very large extent. More than half—57%—see no threat of job loss.
Use Cases for AI Even though AI use within IR activities is still in the introductory and growth stages, it is used at some level to accomplish the 15 tasks identified by respon- dents in Figure 1. Te three most popular AI activities involve gathering and summarizing
information: “Gathering and summarizing information on peer firms” (69% sometimes or more); “Summarizing information, including sell-side notes” (66% sometimes or more); “Gathering information before meeting with investors” (53% sometimes or more).
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