How we help
How we help
The most experienced shareholder intelligence team in Europe – unparalleled levels of disclosure and accuracy – complemented by best-in-class Proxy Solicitation to deliver seamless solutions.
“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
The key questions we help advisors answer about their clients’ investors include:
To engage with shareholders you need to know who they really are.
Accuracy and detail are crucial to facilitate comprehensive investor engagement – which institution, which fund, which fund manager or who actually votes the position. All too often, we see incomplete or inaccurate Shareholder ID reports, which immediately places a corporate and its advisors on the back foot. Investor Update has the experience and expertise to deliver accurate Shareholder IDs that give you the full detail, together with voting and activism behaviour from our Proxy partners team to maximise shareholder support when it matters. All delivered on our innovative Proxy Portal.
Early engagement with activists can lead to more constructive dialogue.
Understanding the identity and intentions of an activist early in the process usually leads to a more constructive and less public dialogue. Key to this 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.
Monitoring movements during a transaction can identify potential issues.
M&A transactions result in huge churn in shareholder registers, with the inevitable entry of event funds to replace many Long Only and retail investors that often sell well before closing. Investor Update has the experience to identify and track these event funds, including which accounts and brokers they trade through, to highlight any potential concerns as early as possible. The combination with our experienced Proxy Solicitation team gives you and your client the highest chance of success, all tracked and detailed on our Proxy Portal platform.
ESG preparations ahead of IPO will attract significant levels of sustainable capital.
ESG capital continues to grow rapidly, in particular dark green or specialist ESG capital, and previous projects have demonstrated that this specialist capital will participate heavily at IPO if the company is delivering and disclosing an appropriate ESG strategy. Therefore, ESG has to be another IPO workstream, which Investor Update can carry out for corporates and their advisors – from a Materiality Analysis to sector-specific ESG Disclosure best practice to Strategy, Communications and Remuneration. The earlier such preparations begin, the more embedded in company strategy and culture and hence the bigger the capital pool to pursue.