Identify and track activists
to enable early engagement
Activists are increasing their focus on Europe and Asia with a significant increase in campaigns in recent years, Covid-19 notwithstanding. 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
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.
Large Cap French Issuer
Activist tracking ahead of the Annual General Meeting.
Investor Update tracked four activists and four investors thought to be influenced by activists that our client was concerned about in the months ahead of its AGM. The incumbent share-ID provider was unable to provide the requested analysis yet Investor Update had the regulatory know-how and buy-side relationships in order to get accurate and timely disclosure form all.
The analysis highlighted that the positions of all 8 investors actually decreased in the run-up to the AGM.