Bondholder ID

Increasingly issuers are confronted with situations that require more proactive dialogue with their fixed-income investors. Whether an issuer is attempting to negotiate an exchange offering, modify debt covenants, or simply looking to discretely buy back its own debt, the first step is identifying the key holders. Publicly available information on fixed-income investors is often outdated and incomplete. Ipreo provides a clear, comprehensive and accurate understanding of who your bondholders are and what you need to know about their investment motives:

  • Global team of experienced analysts dedicated solely to debt identification
  • Proprietary research-based investigation goes beyond publicly available data to provide superior identification results
  • Classification of all constituencies (institutional, retail, or trade desks)
  • Consolidated analysis of aggregate holdings of all series of bonds for each identified investor
  • Better equips management to restructure debt; enables successful marketing of bonds to appropriate investors
  • Reporting Options: One-time identification project or flexible retainer based services