International Investments in US Equities

Earlier this summer, we published the latest edition of the Ipreo Better IR Newsletter.

The Summer 2016 edition of our regular newsletter covering the investor relations industry includes the results of our sixth annual Corporate Access Survey; a feature focusing on shareholders’ voting activity in director elections; and an IRO’s guide to understanding options activity and strategy, along with regular fund and firm reports, and a closer look at Tokyo’s investment market.

The lead story covers the growth of international investments in US Equities over the past ten years. Below is an excerpt from that story, as printed in the Summer 2016 Better IR.

Across the Border – International Investments in US Equities:
The average number of international shareholders in S&P 500 companies has seen a substantial jump over the last ten years. The number in Europe has almost doubled, from 118 per issuer to 230 today. The jump in Asia-Pacific is even more impressive, albeit from a low base of 14 per issuer in 2005 to 62 today. It must be noted that a part of this is explained by increased mutual fund disclosures and more international investors coming under the purview of disclosure regulations such as 13Fs.

However, in our estimation, most of the increase has come from organic growth in international investing in the US.

For the full piece, check out Summer 2016’s Better IR!