- Shareholder Analysis
Shareholder Analysis: Boost shareholding' knowledge
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Key shareholder analysis
Drive effective investor relations strategies
Shareholder Analysis and IR.Manager can be applied in tandem or used separately to provide a clear overview of your shareholding structure.
AGM Voting Insight
Make informed decisions pre-AGM
AGM Voting Insight gives listed companies early visibility into shareholder voting intentions and patterns through granular, real-time analytics across resolutions and beneficial owners. This strategic intelligence empowers companies to spot trends, forecast outcomes, refine messaging, mitigate risks, bolster governance, and better engage shareholders pre-AGM.
Enhance your value proposition with investors
Advisory and market intelligence solutions to accelerate capital market growth
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Optimise and expand your shareholder base
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Comprehensive perception analysis
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Leverage a wealth of expertise
Shareholder analysis workflow
Build a relevant and efficient IR strategy
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Stage 1
Identification
Identify and categorise investors, international beneficial owners through custodians investigations, and investor moves. -
Stage 2
Qualification
Develop an investment strategy and detailed fund profiles. -
Stage 3
Benchmarking
Measure ownership profiles and geographical ownerships against peers. -
Stage 4
Connection
Perform geographical mapping and leverage owners' contacts with full details of portfolio managers. -
Stage 5
Governance
Identify activist situations, monitor short positions, focus on CSR and impact investing, and implement and maintain voting policies. -
Stage 6
Top holders updates
Conduct quarterly updates of institutional ownership, without requesting another share register to the CSD.