Shareholder Intelligence

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, 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

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%
* Bearer shares


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.


Our Shareholder Intelligence
Services Include:

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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