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Get our quarterly digital newsletter and printed annual supplement packed with insight, interviews with industry leaders, pre-vetted suppliers and so much more!

The OPTIMIZER comes with the promise of “some free consulting on any shareholder relations or shareholder servicing matter to ever cross your desk.”

$245 per year

Why Subscribe to the Optimizer?

The Shareholder Service Optimizer, first published in 1994, is dedicated to helping public companies – and their suppliers – deliver better and more cost-effective shareholder services.

The Optimizer shows readers how to “optimize” their spending on investor relations and investor servicing programs to improve plans and programs, get better results for the same money, and often for less - and take advantage of technology. The Optimizer also covers regulatory developments, corporate governance developments, the vendor scene, notable websites of interest and highlights the best and worst practices in shareholder relations and beyond.

Who Should Subscribe?

  • Corporate Secretaries and Assistant Secretaries
  • Corporate Governance Officers
  • Compliance and Ethics Officers
  • Investor Relations Officers
  • Shareholder Relations Managers
  • Law Firms
  • IR Advisory Firms
  • Transfer Agents
  • Financial Printers
  • Proxy Solicitors and Advisors
  • Other Suppliers to Publicly-Traded Companies

Subscriber Testimonials

“A MUST-READ for Corporate Secretaries/IR Officers/ Shareholder Relations Professionals.”

“A very important tool…Articles are well written and pertain to crucial topics. It is one publication I always find time to read, and more often than not, forward to our senior management to read”

“The ‘missing link’ between what the vendors tell us and what we really need to know.”

“The BEST source for really useful information on shareholder services.”

“Has given me a lot of insight as to what is going on in the proxy world and the ‘scoop’ on all the transfer agents. I also appreciate all the money-saving ideas”

“Practical hands-on information on topics that are not followed well elsewhere.”

“We would recommend it to all publicly- traded companies as a reliable source of timely and practical advice”

“The Optimizer produces the absolute best value for our money: I have learned more ‘tips’ in one issue than I generally get from any army of consultants. Pithy, informative and practical - my kind of periodical.”

“The best reference I know of to learn how to efficiently manage the ‘administrative’ side of investor relations”

“Never fails to provide something I can use to update service and/or reduce cost”

“Articles are better than timely; they are farsighted and good for advance planning.”

“We cut our subscriptions to the bone, but the OPTIMIZER was an automatic save, because of the money it’s saved us.”

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