Enhanced Global
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.
Share ID+
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.
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 allows Targeting in Share ID+ platform
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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Case Study
European Corporates
Consistent outperformance in disclosure levels, accuracy and consistency.
Investor Update’s experience, expertise and unparalleled relationships across the custodian and investment community are highlighted in every Shareholder ID we deliver, whether in transparent or non-transparent markets. Results that you can rely on as a basis for your IR strategy.
Examples of disclosure levels in non-transparent markets:
| Germany 99% * | Spain 99% |
| Netherlands 100% | Russia 95% |
| Switzerland 99% | Portugal 99% |