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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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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