IR Services

For Investor Relations Managers

Equip yourself with the knowledge to engage, grow and fully utilise your shareholder base. Discover your key shareholders, their attitudes, how to retain them and how to target new ones effectively.

How we help

How we help
Investor Relations Managers

Investor Update excels in providing detailed, accurate and consistent shareholder information, combined with bespoke advice on Proxy Solicitation and ESG to optimise IR activities.

Accurate, up-to-date shareholder intelligence enables effective and efficient interactions with investors.

Investor Update excels in providing detailed, accurate and consistent shareholder information, the foundation of a successful IR strategy. Effectively prioritising IR and senior management time for investor relations activities is a key task, ensuring new investor targets are qualified ahead of committing valuable time.

ESG expertise and Corporate Governance experience complement the analytics.

Evidence-based ESG Advisory will help you implement best-practice on ESG Disclosure and Strategy, Ratings Optimisation and ESG investor targeting and outreach. The unique combination of best-in-class IDs with global Proxy experience from our partners Okapi will ensure optimum engagement and maximum shareholder support when it matters, supported by innovative platforms.

“The combination of vast experience in shareholder intelligence and capital markets, regulatory know-how, peerless buy-side relationships and an unwavering commitment to our corporate clients is unique and is validated by every project we complete”

Patrick Mitchell - Managing Partner

Investor Update was established with a primary mission: to provide top-tier advisory services to corporate IR teams and their advisors. Our commitment lies in delivering the market’s most accurate and current shareholder intelligence, coupled with customised ESG advisory and Proxy solutions. Our focus is on empowering our clients through expert guidance and insights.

Case studies

Investor Relations Managers

Shareholder ID

Outperformance in disclosure levels, accuracy and consistency.

Examples in non-transparent markets:

Germany 99% * Spain 99%
Netherlands 100% Russia 95%
Switzerland 99% Portugal 99%
* Bearer shares


Bespoke targeting to help strengthen shareholder base.

Investor Update’s proprietary targeting methodology proved ideal for our client, with targeting by division to optimise outcomes given diversified nature of business. Identified large number of qualified targets plus current holders at risk.

ESG Benchmarking

Huge opportunity to capture and retain significant pools of capital.

ESG Benchmarking identified significant ESG investment opportunities for our client’s shareholder register vs a selected peer group. Target funds, both passive and active, were identified including the relevant ESG ratings/indices they followed, to determine which metrics were required for qualification.


Our Shareholder Intelligence
Services Include:


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

Share ID

Unparalleled analysis of your shareholder base forms the foundation of a successful IR strategy.


Identify and track activist investors and their supporters in real-time.


Measure the quality of your shareholder base vs peers and identify opportunities for improvement.


In-depth analysis of current levels of ESG investment vs peers and identification of key ESG targets.


Expand your investor universe effectively: meet the right people at institutions and funds that match your profile.


Access unbiased sentiment and feedback from the buy- and sell- side to help optimise your story.


Effectively communicate with your shareholders ahead of critical corporate actions.
Discover More

Speak to a member of our team on +44 20 3371 1177 or request our brochure.

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