The Shareholder Analysis team provides listed companies with strategic knowledge for a better investors' engagement. Thanks to a tight project management, the team offers a "one-stop shop" service, from the collection of the share register, to the complete and dynamic analysis of companies' capital.
Shareholder Analysis
Boost your shareholders' knowledge
Gain insight into your shareholding with a strategic data-driven analysis that ensures a comprehensive and dynamic view of your capital structure.
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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.
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
Boost your investor relations strategy by identifying the right shareholders and expanding your investor reach through informed insights on your shareholder base. -
Comprehensive perception analysis
Accurately anticipate market trends, boost your equity story and make informed decisions based on accurate data. -
Leverage a wealth of expertise
Benefit from our advisory team's wealth of experience in investor relations to develop an investor relations strategy that supports your listing goals.
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.