FIGURE 3 To what extent do you agree or disagree with the following statements?
Figure 3. To what extent do you agree or disagree with the following statements? 100%
80% 60% 40% 20% 0%
I believe AI is safe and secure to use
Disagree
I feel confident that there is adequate regulation of AI
Somewhat Disagree Neutral AI regulation is not needed Somewhat Agree Agree
Figure 4. Evaluate the potential benefit of AI in the following areas. Extremely beneficial Very beneficial Moderately beneficial
Summarizing written text
Gathering and summarizing information from the capital market
Evaluating your own company filings (e.g. 10-K, 10-Q, MD&A, etc.)
Reducing workload and cost of IR activities Drafting press releases
Drafting narrative information in company filings (e.g. 10-K, 10-Q, MD&A, etc.)
ESG reporting Completing regulatory tasks
Responding to outside requests for financial information
0% 20% 40% 60% 80% 100% FIGURE 4 Evaluate the potential benefit of AI in the following areas. Slightly beneficial Not at all
Future Potential of AI Respondents viewed summarizing and gathering information as the two areas with highest potential benefit, as shown in Figure 4. Tey include: “Summa- rizing written text” (95% at least moderate); “Gather- ing and summarizing information from the capital market” (89% at least moderate). Other areas viewed to hold at least 60% moderate
potential benefit include reducing workload, evaluating own filings, drafting press releases, drafting narrative information in company filings, and ESG reporting. As a whole, respondents feel optimistic about AI
use within IR activities (80%), while only 27% feel worried about the use of AI. Tis reflects the view of potential benefits across
multiple areas within IR activities. While challenges exist, the overall view is toward optimism and further integration of AI within IR. A total of 56% of IR professionals have a positive
view of artificial intelligence (AI) and 40% have a neutral view, paving the way for increasing use of AI in investor relations. In closing, it is worth noting that some of the open-
ended survey responses cautioned that over-reliance on AI tools without understanding the underlying limitations such as data inaccuracy, bias, and errors can be a problem. Similarly, leaning too heavily on AI tools can create
When asked if they feel knowledgeable about AI, 60% report feeling moderately
knowledgeable and only 10% largely knowledgeable. Perhaps because of this confidence in technology skills, only 25% of IR pro-
fessionals reported that their companies provided AI-related training during the past two years, while 47% of respondents said they had attended some form of AI training.
ni ri .org/ irupdate
a disconnect from the underlying reason behind the task and risk losing the benefit-added from an IRO’s practical experience, judgment and common sense. IR
Al Rickard, CAE is Editor-In-Chief of IR Update;
arickard@associationvision.com.
IR UPDAT E ■ S P R I N G 2 025 25
Importance of AI Policies Approximately half of respondents replied that their company has AI policies with respect to ethics (59%), code of conduct (51%), and specific vendors to use (54%). Te other half of respondents was generally split between either not having specific policies or not knowing. Respondents overwhelmingly support the im-
portance of AI policies within their companies with 97-98% believing policies related to usage, ethics and code of conduct are at least moderately beneficial; 67-69% noted they are extremely beneficial.
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