Advisory & ESG

Helping companies around the world to understand their priorities, leverage their skills and competencies to facilitate essential change & meet the expectations of its shareholders and other stakeholders.


Shareholder Intelligence

Market-leading, unique and actionable shareholder intelligence to support IR activities: Share IDs, investor tracking and Investor Targeting delivered on Share ID+ and IR Hub


Corporate Governance

Proxy Solicitation and Shareholder Intelligence thanks to our strategic partnership with leading Proxy and CG advisor Okapi Partners to optimise year-round engagement and maximise investor support

About us

The most experienced advisory & shareholder intelligence team in Europe.

Investor Update was established with a primary mission: to provide top-tier advisory services to corporate IR teams and their advisors. Our commitment lies in delivering the market’s most accurate and current shareholder intelligence, coupled with customised ESG advisory and Proxy solutions. Our focus is on empowering our clients through expert guidance and insights.

“The combination of vast experience in shareholder intelligence and capital markets, regulatory know-how, peerless buy-side relationships and an unwavering commitment to our corporate clients is unique and is validated by every project we complete.”

Patrick Mitchell - Managing Partner
Our clients include
How we help

IR Managers

Access the crucial shareholder information you need to facilitate good decision-making for your IR strategy.

How can you retain and attract more key investors? How can you optimise ESG investment? What are your shareholders’ genuine views and intentions? Our shareholder intelligence services allow you to access the answers.


Supplying the crucial information you need about your clients’ investors to deliver the right advice.

Who is buying and selling? Are event funds or activists building positions and who could be supporting them? How can we maximise shareholder support? Start finding out the answers to these and other key questions.

IR Services

A Full Suite of Investor Relations Services

Unrivaled industry experience, knowledge and insight, providing clients with unparalleled capital markets intelligence and advice.


Impactful evidenced-based advisory solutions driven by extensive experience and detailed analysis of high-integrity data.

Share ID

Unparalleled analysis of your shareholder base forms the foundation of a successful IR strategy.


Identify and track activist investors and their supporters in real-time.


Measure the quality of your shareholder base vs peers and identify opportunities for improvement.


In-depth analysis of current levels of ESG investment vs peers and identification of key ESG targets.


Expand your investor universe effectively: meet the right people at institutions and funds that match your profile.


Access unbiased sentiment and feedback from the buy- and sell- side to help optimise your story.


Effectively communicate with your shareholders ahead of critical corporate actions.
Discover More

Request our latest 2023 White Paper: The Unjust Transition

Investor Update publishes a comprehensive assessment of the challenges of achieving a fair and equitable transition.
The ‘Unjust Transition’ represents a material and often uncalculated risk of commercial, operational, reputational and legal disruption for the industry.
This paper assembles the perspectives of more than 30 of the most influential entities from across the worlds of industry, investment, charities, and their advisors.
The combined work frames and informs the findings of the 100-page report by Andrew Archer and The Investor Update Advisory Team.