Stay ahead of the game.

Monitor shareholder movements and market trends with regular monthly and quarterly reporting. Receive detailed updates of movements in your stock to understand which institutions are buying or selling shares in your company. Our reporting is used to help alert you to an activist presence on your share register as well as measuring the effectiveness of your investor outreach.

Benefits

Reduce Threat of Activism

Gain a greater understanding of the changes occurring in your ownership base. Arm yourself with information on the quality of your investors and protect against the threat posed by activist investors

Greater Transparency

Receive greater insight into your ownership base. With the introduction of MiFID II, greater transparency into the success of outreach is crucial. Accurately track changes in your shareholder base to see how your message is resonating with the street.

Management Reassurance

Provide accurate information to the management team to reduce uncertainty around shifts in the companies stock ownership. Greater insight into the name and type of investor goes a long way to reassure the management team.

Features

 

BEST IN CLASS SERVICES TEAM
  • IR industry experts with 10 years+ of experience
  • Unlimited access to UK based analytics team and Investor Relations Coordinator
  • In depth post report debrief with dedicated analyst to highlight and overlay shareholder movements with recent CRM activity
BESPOKE EVENT-DRIVEN ANALYTICS SCHEDULE
  • IR program mapped onto your calendar with key dates and points of service
BENEFICIAL FUND DATA
  • Specialists in identifying ultimate beneficial ownership information via best-in-class network of custodial and compliance contacts
TAILOR MADE REPORTING
  • Shareholder lists
  • Institutional commentary
  • Management report
  • Board reporting
  • Share price performance
  • Peer and index comparisons
  • Broker consensus
  • Short interest reporting
  • Announcement and news summaries

Ready to transform your investor relations program?