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, the foundation of a successful IR strategy.

Monitoring the attitudes, sentiments and behaviour of key shareholders is a business-critical, ongoing task.
But first you need to know who they are, from top to bottom, buyers and sellers. Investor Update excels in providing detailed, accurate and consistent shareholder information, the foundation of a successful IR strategy. And our experienced Proxy Solicitation team will optimise shareholder communications and ensure maximum shareholder support when it matters.
Accurate, up-to-date shareholder intelligence enables effective and efficient interactions with investors.
Effectively prioritising IR and senior management time for investor relations activities is a key task, and is simplified when you are able to rely on the shareholder intelligence at hand, e.g. confidence in an investor’s holdings in – and attitudes to – your company and peers. Ensure new investor targets are qualified ahead of committing valuable time.
“Investor Update was founded with a single mission: to be the most professional, timely and creative shareholder intelligence consultancy for our clients. We offer corporate IR teams and their advisors the most accurate and up-to-date shareholder intelligence in the market.”
Patrick Mitchell
The key questions we help IR Managers answer about their client’s investors include:
Who are our shareholders and what are their intentions? Who does management need to engage with?
Understanding your shareholder base is the basis of an effective IR strategy.
Accuracy and detail are crucial to enable comprehensive investor engagement – which institution, which fund, which fund manager. Given ongoing regulatory changes in Europe, there is no excuse for not knowing who is invested in your shares, who is buying or selling, who needs to be prioritised for senior management attention. Investor Update has the experience and expertise to deliver accurate Shareholder IDs that give you the full picture. This is complemented by our experienced Proxy Solicitation team that will maximise shareholder support as part of a shareholder meeting or corporate action.
How do we retain these investors and target new ones efficiently?
Don’t waste time chasing every possible investor. Focus your efforts.
Investor targeting needs to identify qualified targets that have the ability and desire to invest in your company, enabling more efficient and effective senior management IR activities. Understanding the behaviour of your current shareholders allows you to identify those at risk – monitoring their trading activity in you as well as the sector or region will complement feedback from direct interactions. Investor Update has developed a unique methodology to effectively target new investors alongside maintenance of existing shareholders.
How can we ensure we have accurate colour about our investors’ attitudes before we make big strategic decisions?
Unbiased investor feedback can help shape management thinking ahead of critical decisions.
Many of the most successful C-suite executives are those who do not assume they already know what their investors think, and who are prepared to engage in a third-party perception study to uncover blind spots which, if identified and addressed, could drive great improvements. Investor Update’s perception studies gain insight and opinion from your investors on key aspects of your business and strategy, to understand what are the drivers behind their investment decision-making process and what are the barriers to increasing and maintaining investment in a competitive market for capital.
What are the requirements of ESG investors and how can I target them?
How to maximise exposure to ESG investors.
You don’t need large IR resources to take advantage of the growing ESG trend. Investor Update’s ESG Benchmarking helps focus your ESG needs by identifying ESG funds that are invested in your company and, more importantly, those that are not, whether active or passive. Analysing which indices and ratings these funds follow will allow you to determine the key ESG metrics to qualify for significant additional pools of capital.
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
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% |
Targeting

Bespoke targeting to help strengthen shareholder base.
Investor Update’s proprietary targeting methodology proved ideal for DMGT, 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 VIG’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.
Services
Our Shareholder Intelligence
Services Include:
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.
Discover More
Speak to a member of our team on +44 20 3371 1177 or request our brochure.
