Investor Benchmarking Case Study
Large-Cap EM Tech
Is our shareholder base appropriate for our size and sector? Are there opportunities by geography or investor type?
Investor Update carried out a comprehensive Benchmarking Study for Large-Cap EM Tech across key aspects of their shareholder base. The study was welcomed as a health check of IR activities but also gave clear conclusions to management on how to address risks and opportunities in terms of concentration, geographical distribution, active vs passive investment, etc. For example, there was concern around increasing hedge fund exposure in the shareholder base, which our analysis showed was true, but also showed a proportional increase across the peer group, so it was a sector phenomenon rather than a company-specific one.
Another area we looked at mapped IR activities vs geographical pools of capital and actual investment levels to highlight the efficiency of IR interactions.