Investor Benchmarking

An IR health check to help optimise
your shareholder base

Overview

Benchmarking
Study Overview

The Benchmarking Study offers a health check for IR with summary conclusions ideal for management or supervisory board level reports.

Investor Update offers a unique and highly customisable Benchmarking Study evaluating the development of a company’s shareholder base and benchmarking your performance against your peers.

Gain access to a unique and highly customisable Benchmarking Study and SWOT Analysis to identify trends, areas of strength and concern, with the aim of setting benchmarking goals (e.g. geographical, investor type, concentration, ESG and more).

Data-driven insights

Our analysis is designed to facilitate a realistic, fact-based, data-driven look at the strengths and weaknesses of your shareholder base across numerous factors and quantify opportunities for improvement or enhancement.

Review past performance to improve the future

We also analyse your IR activities over previous years vs investment levels to draw conclusions on topics such as time spent on maintenance vs targeting new investment, which markets yield the best results, efficiency of interactions, etc.

The study compares your performance
With your peers in key areas such as:

Geographic distribution
Shareholder concentration
Active vs Passive investment levels
Hedge fund and activists ownership development
Sovereign Wealth Fund investment
ESG investment
Shareholder turnover
Investor Sentiment
Discover More

Download our Benchmarking Study brochure.

Find out more about how we develop your customisable Benchmarking Study and SWOT Analysis, giving you the data and information you need to set realistic benchmarking goals.

Find out more about how we develop your customisable Benchmarking Study and SWOT Analysis, giving you the data and information you need to set realistic benchmarking goals.

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Discover our services

Advisory
& ESG

Impactful evidenced-based advisory solutions driven by extensive experience and detailed analysis of high-integrity data.

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.