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.
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.