Activist
Tracking

Identify and track activists
to enable early engagement

Overview

Activist Tracking
Overview

Activists are increasing their focus on Europe and Asia with a significant increase in campaigns since Covid. And the range of funds vocal for change is increasing.

Early engagement with activists can lead to more constructive dialogue.

Different activists have different points of attack, including strategic, financial, governance or event-driven rationale. Understanding the identity and intentions of an activist early in the process allows greater preparation time for management and often leads to a more constructive and less public dialogue.

Data-driven insights complemented by experience

Key is understanding who the activists are, how and where they build their positions, and which other investors are likely to support them. Investor Update is able to identify and track these investors to ensure management and their advisors can engage with key decision makers.

How it works

The basis of Activist Tracking is a full Shareholder ID to identify any potential activist shareholders and their supporters
Tracking the flagged investors in real-time gives management and their advisors the insight on immediate threat levels ahead of any campaigns
Investor Update has the experience from previous campaigns and M&A transactions about how and where many activists build their positions
As well as likely tactics and which investors may look to support the activist as they often work together
Our hugely experienced Proxy Solicitation team will ensure effective communication with shareholders to achieve successful outcomes for corporate actions
Discover More

Download our Activist Tracking brochure.

Find out more about our team, experience and process. Seamless integration between the Shareholder ID and Proxy Solicitation services to deliver successful outcomes for our clients.

Find out more about our team, experience and process. Seamless integration between the Shareholder ID and Proxy Solicitation services to deliver successful outcomes for our clients.

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Discover our services

Advisory
& ESG

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

Global
Share ID

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

Activist
Tracking

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

Investor
Benchmarking

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

ESG
Benchmarking

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

Investor
Targeting

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

Investor
Perception

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

Proxy
Solicitation

Effectively communicate with your shareholders ahead of critical corporate actions.