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.
All IDs are delivered in excel and on our intuitive Share ID+ platform, giving clients the ability to interact with the data over time and vs peers to give a fuller picture. The platform incorporates Targeting Lite as part of every ID, a flexible targeting tool based on peer holdings that can be filtered by peers, country, investor type, etc.