A company LLM took the repeat questions off the IR desk and answered them with sources
IP Group’s portfolio model, NAV and discount can be difficult for retail investors to interpret. The IR team was repeatedly explaining the same themes, but had limited visibility into what investors were misunderstanding, which parts of the story were resonating, or how engagement translated into trading behaviour.
01ShowcaseA NAV story, with its own video and model
A complex portfolio story made easier for retail investors to understand through a Curation Showcase, bespoke video content and an embedded IR website widget. Together, they bring IP Group’s equity story, key disclosures and conversational AI into one accessible investor experience.
Curation created a bespoke video to explain IP Group’s equity story in a clear, engaging and retail-friendly way. It acts as the entry point to the Showcase, helping new investors quickly understand the business before exploring the story in more detail.
Over 1,400 investor questions were answered in the first quarter using published company information, reducing the need for repeated one-to-one responses from IR. Curation’s question data also gave the team a clearer view of what retail investors were asking about, helping inform future communications and results materials.
10 March – 10 June 2025 · correlation 65%
*Increase in average daily trading volume is measured as the increase in ADV during the Curation campaign relative to the three months prior. Past performance is not a guide to future results, and nothing here is investment advice.
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