Expand your investor universe effectively.
Effective targeting of new institutional investors alongside maintenance of existing ones is pivotal to the success of your IR strategy.
Prioritising and planning IR and senior management time is one of the single most important roles of an IR team.
Don’t waste time chasing every possible investor but focus your efforts. Our Investor Targeting yields qualified targets, reduces the volume of meetings and increases conversion – we will put you in front of the right people at institutions and funds that match your current and future investment profile.
Customised targeting service
With your goals at the forefront, and with the most up-to-date and accurate understanding of the current shareholder base underpinning our work, our customised targeting solution allows your company to take the next step. Additionally, Investor Update will identify existing holders most at risk by monitoring their trading behaviour.
How it works
The vast majority of investors are generalists rather than specialists, so a simple sector screening is only a small part of the targeting solution
Investor Update builds a new peer group of companies based on similar financial dynamics as well as regional and sector biases
In this way we identify those funds that invest in companies that look like you in terms of financial fundamentals, irrespective of sector, so casting the net wider
Scoring these investors on a wide range of metrics leads to more qualified targets, enabling more efficient and productive investor engagement
The analysis also identifies and prioritises maintenance investors, i.e. those at risk of exiting your shareholder base
Download our Investor Targeting brochure.
Find out how our approach goes beyond standard peer screening and enables you to be more focused when engaging institutions and funds for new investment.
Investor Update’s proprietary targeting methodology ideal for DMGT to target beyond the usual suspects.
Investor Update’s Investor Targeting methodology was ideal for DMGT, with targeting by division to optimise outcomes given the diversified nature of business – there is no clear peer group to benchmark against. Investor Update identified large number of qualified targets plus current holders at risk, which was a powerful analysis for IR when setting up subsequent roadshows.
Furthermore, Investor Update was able to provide detailed profiles on the key institutional targets, including current investment levels in each divisional peer group by fund, thus enabling more focused dialogue with each fund manager.