Global
Shareholder ID

Delivering accurate and consistent
Shareholder IDs across all markets.

Overview

Enhanced Global
Shareholder Analysis

Understanding your shareholder base is key to crafting an effective investor relations strategy.

An accurate Shareholder ID is the foundation of a company’s IR strategy.

Knowing which investors are buying or selling, the identification and tracking of activists, spotting opportunities for targeting by region or institution, etc, are crucial aspects to enable efficient and focused IR teams to proactively engage with their investors.

Our unique approach

Our unique approach is based on decades of experience serving issuers and their advisors around the world, with unparalleled relationships across the buy-side and custodians complemented by a thorough understanding of the regulatory framework across EMEA, leading to greater and more accurate disclosure on every project we undertake.

Peer analysis

As part of our enhanced Shareholder ID, we provide our clients with a peer analysis, which compares your investor holdings with a selected peer group of your choosing. Additionally, the analysis includes an absentee list, which will highlight institutional investors not currently invested in you, but present in your peers.

Features and benefits

Custom reports provide insight and analysis
across multiple listings (inc. ADRs and GDRs)
Comprehensive analysis down to the fund-level
Shareholder structure analysis, including by concentration, geography, buyers and sellers, investor-type, etc
Evaluation of investor base characteristics, including both risks and opportunities
Ability to track individual investors on a regular basis, e.g. activists
Peer and Absentee analysis
Discover More

Download our Global Shareholder ID brochure.

Learn more about our distinct approach to shareholder identification in our latest brochure. Discover more about our process and some of the key benefits the service offers.

Learn more about our distinct approach to shareholder identification in our latest brochure. Discover more about our process and some of the key benefits the service offers.

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Discover our services

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.