KNOW YOUR SHAREHOLDERS

 

Shareholder Analysis provides a dynamic, strategic and in-depth analysis of your shareholding structure, allowing you to build a relevant and efficient investor relations strategy.

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UNDERSTAND AND LEVERAGE

Because an effective investor relations strategy relies on an accurate knowledge of your shareholders

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Get an impactful analysis

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Identify international beneficial owners 

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Follow up and monitor any shareholder moves

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WE OFFER A RELIABLE, FULLY ENRICHED SHAREHOLDER DATA SOURCE

Since SRD II has been transposed in the EU, getting an overview of your shareholding has become much easier and more efficient. However, the central register goes only so far. Aiming to provide comprehensive shareholding reports that go beyond the central share register, Euronext Corporate Services has built up strong partnerships.

Our partners connect issuers, intermediaries and investors in different ways, including digitally and in real time via unique digital pathways, for more efficient, more accurate, and more transparent investor communications.

Together we offer the most elaborative and cost-efficient shareholder data and analysis set, yet.

THE KEY PARTNER FOR YOUR IR STRATEGY

Shareholder Analysis enriches the shareholder data with international third party sources to provide a robust tailor-made analysis that feeds into your investor relations strategy, allowing you to be prepared and proactive

Investor Relations

IDENTIFICATION

  • Identity and category of investors 
  • International beneficial owners through custodians investigations 
  • Investor moves
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QUALIFICATION 

  • Investment strategy 
  • Detailed fund profiles
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BENCHMARK 

  • Ownership profile vs. peers
  • Geographical ownerships vs. peers
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CONNECTION 

  • Geographical mapping
  • Owners' contacts with full details of portfolio managers
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GOVERNANCE

  • Identification of activist situations
  • Monitoring of short positions
  • Focus on CSR and impact investing
  • Voting policies
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TOP HOLDERS UPDATES

  • Quaterly updates of institutional ownership
  • Without requesting another share register  (TPI) to the CSD

 

EXPERIENCE YOU CAN TRUST

 

READY TO ENGAGE IN SHAREHOLDER IDENTIFICATION?

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