Municipal Information Center (MuniIC)
Ipreo has released a powerful new platform that will revolutionalize the way you access and analyze municipal market information, via an intuitive web-based tool. MuniIC offers the most comprehensive and customizable municipal new issuance calendars and overview reports which feature:
- Intuitive calendar view by month, week or date (not simply by list)
- Calendar provides both current and historical view (back to 1998)
- Analyze a snapshot of the market through detailed monthly calendar which includes total negotiated and competitive volumes
- Access sales results and bid information directly within the calendar
- Ipreo's overview reports show detailed account of the issue (including deal summary, bid specifications, series and maturities)
- Straightforward report structure makes it easier to view winning and other bids
- Direct links to the issuer's previous sale and Final OS on EMMA
Contact Sales:
Sales
1.877.588.5030
BiDCOMPTM / Parity®
BiDCOMP/Parity combines the industry standard competitive bid calculation and electronic bid submission systems. The BiDCOMP system allows underwriters to access deal information from a universal competitive sale calendar. They can then use that information to create bids. Combined with Ipreo's BiDCOMP platform, Parity offers a seamless way to prepare and submit bids on municipal issues:
- Bids are automatically checked against bid parameters
- Seamless integration with Ipreo's Parity system for bid submission
- One-click download to the Ipreo Bookrunning platform
- Flexibility to refine bid information up to the last minute, reflecting changing market conditions
Contact Sales:
Sales
1.877.588.5030
Municipal Bookrunning
Ipreo's Municipal Bookrunning is the industry standard system for managing all aspects of the new-issue workflow for municipal securities, from Syndication to Trading & Settlement. Municipal Bookrunning serves all participants in the capital-raising process from a single, centralized platform.
- Senior-Managed Bookrunning and Wire System
- Electronic Order Entry
- One-time data entry
- Perpetual online history of all deal information, resulting in a complete database of your firm's primary market participations
- Real-time sharing of deal information, and electronic delivery of allocation & designation information by lead manager
- Straight through processing
Datasheet Downloads
Contact Sales:
Sales
1.877.588.5030
Retail Bookbuild
Ipreo's Retail Bookbuild is a single, centralized platform that allows you to market all new-issue products, across all securities markets, to your retail brokers - whether you are a small wealth management division or a large global brokerage. The Ipreo Retail system is a seamless extension of Ipreo's Equity, Fixed Income, Municipal, and Structured Products platforms:
- Complete order management workflow, including trade execution
- Flexible architecture allows for customization to accommodate proprietary forms, processes & requirements
- Single access point for deal calendar, order entry, allocations & trade booking
- Comprehensive and flexible compliance solution
- Electronic document distribution and online views by multiple participants
Datasheet Downloads
Contact Sales:
Sales
1.877.588.5030
Ingenuity Structured Products
Ipreo Ingenuity is a sophisticated software tool which allows you to design, market and trade Structured Products of all types.
Ingenuity is a highly flexible system that harnesses the power of your creativity to market even the most complex structures:
- Create new securities from a template or from scratch
- Distribute term sheets & reports to institutional and private clients
- Build a book of orders & perform allocations
- Deliver & track documents
- Create automated workflows to share information with various firm departments
Contact Sales:
Sales
1.877.588.5030
Capital Markets Analytics
Ipreo Capital Markets Analytics is a consultative service focused on providing strategic intelligence on the equity capital markets. Our dedicated team of analysts assists investment banks with their origination and execution efforts by providing them with an understanding of their issuer's valuation, advanced institutional investor targeting analysis, and perception studies to gauge the potential reaction to a major transaction or corporate event:
- Comprehensive institutional investor profiles for deal and non-deal roadshows
- Advanced investor targeting capabilities
- Shareholder activism intelligence
- Expertise in deals data and institutional ownership reporting
- Perception studies around individual companies or pre-/post- analysis to a transaction or event such as a merger, acquisition, spin-off, dividend policy change, or IPO
- Daily, weekly, and monthly market and sector commentary
Datasheet Downloads
Contact Sales:
Sales
1.877.588.5030
Bondholder ID
Increasingly companies are being confronted with situations that require more proactive dialogue with their fixed-income investors. Whether a company is faced with the challenge of negotiating with bondholders to exchange existing securities, modify covenant agreements or refinance their balance sheet, the first step in the negotiating process is identifying the key players. Because there is less publicly available information on fixed-income investors than on equity investors, hundreds of corporations and their investment banks turn to Ipreo every year to identify debt holders. In turn, Ipreo provides them with a clear, comprehensive and accurate understanding of who their bondholders are and what clients need to know about their investment motives:
- Unlike other firms who specialize in the delivery of publicly available data, our approach is proprietary and research-based
- Most experienced team of analysts in the industry
- We thoroughly investigate depository positions, classifying all constituencies as institutional, retail, or trade desks
- We develop a consolidated analysis of aggregate holdings of all series of bonds for each identified investor
- Our solution enables issuers to develop management solutions and successfully market their bonds
- Better equips management to restructure and refinance debt
- Lowers cost of capital, reduces transaction costs, and positions debt with appropriate investors
- Intelligence is 100% accurate and up-to-date
- We are able to monitor changes on a weekly, monthly, quarterly or annual basis
Datasheet Downloads
Contact Sales:
Sales
1.877.588.5030
Profile Builder
Ipreo's Profile Builder is a versatile and comprehensive tool used to create investor/contact profiles. Our industry-leading template creation process allows users to create unique customized profiles with branding, and is easily export those profiles to PDF or Excel. Profile Builder offers best-of-breed data and analytics integrated into an intuitive user interface:
- Global contacts and biographical content from the industry-standard Bigdough database
- Comprehensive global ownership data
- Detailed investment approaches and overview
- Key portfolio fundamental data
- Most user-friendly and versatile screening workflow on the market
- Ability to create investor and peer lists for report usage
- Ability to easily incorporate proprietary intelligence
Datasheet Downloads
Contact Sales:
Sales
1.877.588.5030
iProspectus
Ipreo Prospectus is a full-service electronic document delivery and tracking system for Equity, Fixed Income and Municipal new issue transactions. Prospectus streamlines the delivery of pre-allocation documents and reduces the cost of issuance associated with the printing and mailing of hard copies. Ipreo Prospectus meets all SEC/MSRB requirements associated with electronic disclosure, and has been the leader in this process since its inception in 1997:
- Assembly of your documents and conversion to PDF
- Maintenance of your investor lists in a central email database
- Customizable email message to investors; unique encrypted address providing direct access to document (no attachment)
- Complete audit trail, including delivery date/time stamp, capture of bad email addresses, and archiving to meet retention requirements
- Private-labeled download page reinforces branding and uniform communication to investor community
Datasheet Downloads
Contact Sales:
Sales
1.877.588.5030
ProspectusDirect
ProspectusDirect is a private-labeled prospectus library of public offerings - a branded alternative to direct investors for final prospectus retrieval. ProspectusDirect leverages the current regulatory environment to facilitate "Access Equals Delivery", allowing brand reinforcement and significant savings on print and mailing costs:
- Private-labeled site and email notifications reinforce your brand and your link to the customer
- Self-registration - no passwords
- Market and product filters allow for rapid document retrieval
- User-friendly search functionality on a wide variety of variables
- Supplements are linked to shelf filings for immediate access to issuance history
Datasheet Downloads
Contact Sales:
Sales
1.877.588.5030
MuniAnalytics
Unlock the source. Ipreo’s data has been driving the municipal market and now the entire universe of municipal new-issue securities data is available directly from the source. Ipreo has launched an innovative web-based tool, which offers an easy-to-use interface, timely and accurate information, and broader depths of new-issue data previously unavailable to the marketplace. Ipreo’s state-of-the-art platform allows flexible screening and manipulation of data with the ability to create new analytics and comparisons.
- Easily Filter and Search extensive lists of items including deal, series, syndicate and scale (including coupons, pricing and CUSIP numbers), with speed and accuracy
- Quickly search from a select list of frequently used queries
- Preview your search results and search within the output
- Build reports from a comprehensive list of elements and easily re-run frequently-used reports
- Export into Word, Excel or PDF
Datasheet Downloads
Contact Sales:
Sales
1.877.588.5030
Variable Rate Trading
Ipreo's Variable Rate Trading system provides access to both buy-side and sell-side users and allows remarketing agents to automate all aspects of trading variable rate instruments, including re-pricing and billing:
- Security master database for maintaining critical information on repricing, deal descriptions, fees and sinking fund schedules
- Access to real-time inventory positions
- Comprehensive reporting and customizable datafeeds
Datasheet Downloads
Contact Sales:
Sales
1.877.588.5030
Institutional Equity Bookbuild
Equity Bookbuild is a comprehensive web-based platform for managing global equity new issues. Equity Bookbuild serves all participants in the capital markets and addresses the entire capital-raising process, from origination to final settlement. Our centralized platform simplifies the transaction process and facilitates the management of relationships & information-sharing across multiple constituents and offices:
- Comprehensive bookbuilding capability & joint book functionality
- Seamless integration with front & back office systems
- Flexible reporting capabilities
- Compliance monitoring & full audit trails
Datasheet Downloads
Contact Sales:
Sales
1.877.588.5030
Syndicate Connect
Syndicate Connect is a web-based platform that allows broker-dealers to communicate in real time, share deal information and broaden their marketing efforts on syndicated transactions. Syndicate Connect works seamlessly with Ipreo's Equity Bookbuild platform in managing all global equity new issues.
- Broaden your marketing reach with access to Ipreo’s network of close to 1,000 broker dealers
- Set up a deal for syndicate participants, share deal information, indications, allocations and designations in real time
- Manage the entire syndicate workflow on a secure, easily-accessible web-based platform
- Reduce the number of labor intensive phone calls to syndicate participants
- Mine proprietary deal data more effectively
- Analyze historical data with user-defined reporting tools
- Access audit trails and read-only views for quick, compliance-related inquiries
Datasheet Downloads
Contact Sales:
Sales
1.877.588.5030
Directed Share Program
Ipreo's Directed Share Program transforms the highly manual DSP process into an automated, collaborative online platform that shares information seamlessly between Broker Dealers, Participants, and Issuing Companies:
- Communications module for inviting participants and tracking communications
- Participant monitor provides view of progress of all participants in real time
- View indications and enter allocations in the DSP book
- Participants interact electronically to view deal details & prospectuses, submit account forms & client agreements, enter indications of interest, and receive confirmation of allocation
Contact Sales:
Sales
1.877.588.5030
BD Vision
BD Vision is Ipreo's enterprise-level Capital Markets CRM platform designed to drive the enhanced productivity and effectiveness of institutional sell-side professionals. BD Vision combines our clients proprietary data, the industry leading buy-side content of the Bigdough Database and robust CRM functionality to give analysts and salespeople a consolidated view of their information universe.
BD Vision is the only financial CRM on the market designed by Capital Markets professionals solely for Capital Markets professionals.
- Tailor-made for institutional Capital Markets professionals with the ability to easily integrate with other platforms and databases; creating a one-stop shop for all of your financial CRM needs (contacts, data, event planning, roadshow management, communication, etc)
- Allows sell-side to truly know their customers and what’s important to them
- Combines state-of-the-art CRM technology with the best multi-asset class institutional contact data, profiles and portfolio holdings data in the industry
- Streamlines the communication loops between research analysts, research salespeople and traders through collaborative functionality
For more information on BD Vision, please visit www.investormanagement.com
Datasheet Downloads
- BD Vision
- BD Vision (UK)
- BD Vision Research Distribution Module & Vision Mail
- BD Vision Sales & Marketing Event Management Module
- BD Vision Trades & Commissions Module
- BD Vision Stock Holding Lists
- Fixed Income Intelligence
- Fixed Income Intelligence (UK)
Contact Sales:
Sales
1.877.588.5030
BD Advanced
Built on the legacy of industry-leading institutional contacts data & profiles, Ipreo’s BD Advanced platform is the next generation of investor relationship management. Created to support capital markets professionals in their prospecting and investor outreach efforts, BD Advanced provides access to superior institutional contact and portfolio holdings data via a flexible and intuitive interface.
- The quality of Bigdough data coupled with more advanced searching and screening functionality for faster access to the clients and prospects that matter most to you
- Comprehensive multi-asset class contact information, profiles and portfolio holdings data (including fixed-income)
- The most robust hedge fund database on the market
- Profiles & "scouting reports" help prepare for road shows and meetings
- Easy-to-use CRM module enables centralized messaging, tracking & list management
- Global industry standard for outstanding customer service
For more information on BD Vision, please visit www.investormanagement.com
Datasheet Downloads
Contact Sales:
Sales
1.877.588.5030
For legacy Bigdough renewals, please contact sales.
Equity Deals Database
Ipreo's Equity Deals Database provides quick and accurate deal information, both real-time and historical. The Equity Deals Database offers custom league tables and a powerful query engine for sophisticated analysis:
- Deal Monitor includes custom calendar and list views
- Detailed filters to view deals by date, status, type, bookrunner, industry, country/region, or proceeds
- Drill-down to detailed deal snapshots
- Standard league tables include Quarter-to-Date and Year-to-Date tables
- Ability to create custom league tables grouped by bookrunner, co-manager, industry, or country
- Analyzer module allows advanced searching & filtering functionality
- Complex query & custom report functionality
Datasheet Downloads
Contact Sales:
Sales
1.877.588.5030
iPlanner / iConference
iPlanner and iConference combine a global event management system for roadshows and other marketing initiatives with a conference management application that facilitates organization and execution of larger marketing events with target investors. Coordinators can manage the registration process for investors and companies, manage the presentation schedule, coordinate one-on-one meetings, as well as generate real-time schedule reports for attendees. iPlanner and iConference can be used stand-alone or as an integrated offering:
- Request & schedule meetings, and communicate in real time with coordinators and salespeople
- Calendar permissions control who can create & view events
- Integrate travel itineraries with event schedules
- Set-up fully online registration
- Allow sales to request one-on-one meetings on behalf of their accounts
- Resolve meeting conflicts easily
Datasheet Downloads
- iPlanner
- iPlanner (UK)
- iConference
- iConference (UK)
- iConference Registration
- iConference Registration (UK)
Contact Sales:
Sales
1.877.588.5030
i-Synd Fixed Income Bookbuild
Ipreo's Fixed Income new issue system, i-Synd provides intelligent solutions for the primary markets, allowing a syndicate desk to interface in real time with sales, the issuer, investors and other members of the syndicate.
The i-Synd application can be customized to be branded and integrated into a firm's existing web portal. It combines orders from investors, salespeople and external syndicate members to provide them with an integrated and real-time order book view of borrowers' issues. Built upon a fully XML-tagged database, it is highly flexible, reliable and fast.
It has been used successfully by major firms and is widely recognized as the strongest solution in the market.
- Set up deal terms, associated tranches, deal documentation and participating syndicate members
- Enter order information and view orders from other syndicate members, coordinate allocation of orders, view graphical representation of order book, export order data and orderbook analytics
- Access details of all companies and legal entities stored on the system including investors, issuers, syndicate banks and internal subsidiaries
- Integrated permissioning system has a fully configurable structure to enable multiple users and different levels of access depending on their roles
- Compliant with new auditing regulations; ensures history of deal life cycle is captured
i-Synd is Ipreo's Fixed Income New Issue Bookbuilding application.
New issue bond distribution requires the fast exchange of high volumes of data between many users as well as the multiple firms in the syndicate. As market volumes continue to grow and deals are executed ever faster, efficient automation becomes a vital business requirement. i-Synd is a web based application that meets those needs and allows each step of the new issue process to be executed online.
Orders and data can be instantly communicated across the network in almost real-time. Each stage of a deal from early roadshows, syndication and sale right up until allocation, hedging, billing & delivery can be completed over it.
Thousands of users across the globe and in many firms can be permissioned with a full range of fine-grained permissions that give access to the deal simultaneously. For instance, the issuer of the deal can be allowed to see the orderbook building in close to real time, with a detailed graphical analysis. Potential investors can be provided with necessary documents and disclaimers, permissioned according to their location and compliance type. The entire system is logged and audited so that every click and event can be reviewed later if required.
i-Synd can be delivered in two formats, internal and hosted. As an internal application, it works as a fully white-labelled system, branded as required by the client and installed on internal servers behind the firewall. This can allow specific customisation of the software to a clients needs as well as integration with internal sign-on and settlement systems. Hosted i-Synd is our ASP version which clients can access remotely without any need for hardware purchases or installation.
Both i-Synd and i-Synd Hosted come fully integrated to IssueNet, Ipreo's new issue network hub. i-Synd dramatically speeds up new issue execution and cuts both the costs and risks of primary syndication. i- Synd is recognised to be the strongest solution in the market and fifteen major banks including Citigroup, Credit Suisse, JPMorgan, RBS and Société Générale use it in almost every deal.
Datasheet Downloads
Contact Sales:
Sales
1.877.588.5030
IssueNet
IssueNet (formerly ICMA Match) provides a complete electronic communication service between Fixed Income Syndicate Desks.
The service enables the secure transmission of deal and order data, together with the management of supporting unique client ICMA IDs*. The service is built upon modern open standard technologies, the ICMA API*, which allow it to be linked to existing systems within each firm or accessed via a browser as required.
The service has one specific goal, which is to cut the costs and time involved in exchanging information and managing the fixed income deal flow:
- Deal Invitations: at the launch of a new issue, all details and legal terms of the transaction are transmitted to all the syndicate members, investors and data services. All invitations and acceptances are processed through IssueNet.
- Order Messaging: each permissioned syndicate member can submit Indications of Interest and orders into the book, together with any price limits and hedge or switch information. Duplicate orders are identified by the service and may be de-duped. All allocations and order changes are messaged automatically across the service.
- Each function on IssueNet is supported by the unique identifier codes which the service provides on behalf of ICMA.
* ICMA is the trademark of the International Capital Markets Association . Both the ICMA IDs and ICMA API are licensed from ICMA.
Contact Sales:
Sales
1.877.588.5030
Entity Data Management (EDM)
Ipreo’s experienced Entity Management Team is responsible for the concordance of all entity lists, including those generated through Ipreo’s global proprietary research groups, as well as client or vendor files. As a service, our Entity Management group can process one-time mapping projects and ongoing daily maintenance of client lists to insure clients have the most up-to-date information available to them. Our entity maintenance covers all entities, from people to firms, mutual funds and securities.
- Our Entity Management group has extensive experience mapping internal and 3rd-party entities and relational data points
- Ipreo’s Entity Management Team has the combined experience of mapping tens of thousands of external client lists
- Offer one-time data cleansing projects including: Investor lists, Company data and Contact Management systems
- Enable mapped lists to be dynamically updated
Contact Sales:
Sales
1.877.588.5030
BD Classic
The industry standard: Bigdough is recognized as the most comprehensive, accurate and up-to-date database of contact information and profiles of institutional money mangers and their holdings, including the most robust hedge fund data on the market. This dynamic platform is used by nearly every major investment bank in the world.
- Relied upon by over 8,000 Capital Markets professionals to manage their investor relationships
- Tracks changes to industry contacts or ownership and reports the results daily via email
- Profiles and "scouting reports" help prepare for road shows and meetings
- Flexible reporting facilitates internal communication and assessment of ROI from outreach initiatives
- Industry standard for outstanding customer service
Datasheet Downloads
- Contact Sales: 1.877.588.5030 or
- Contact Sales (Europe): +44 (0)20 7665 9713 or
Corporate Analytics and Targeting
Targeting Analysis, at some level, is a component of every Investor Relations program. However, the true value of Ipreo's service comes from the depth of the analysis, the quality of the contacts you receive, and the level of analyst support you have access to. Ipreo leverages unparalleled knowledge of the buy-side and sell-side communities to provide clients with continuous evaluation of the investing landscape.
Offering the most innovative quantitative and qualitative analysis in the industry, our experienced analysts help companies plan and execute effective investor outreach programs:
- Fundamental valuation analysis of a company's position amongst peers and the market
- In-depth ownership composition & analysis
- Advanced investor targeting for proactive investor outreach
- Profiles on investor targets providing detailed insight
- Predictive modeling of likely future institutional activity
- Insight into likely behavior and fit of existing shareholders
- In-depth screening processes focusing on business segments, market capitalization, investing fundamentals and macroeconomic data
- Innovative peer groups, creating the most complete view of the client, including unique situations
Datasheet Downloads
Contact Sales:
The Americas
Michael Haggerty
1.212.849.5174
Europe & MENA
Nick Arbuthnott
+44 (0) 20 7665 9741
Asia-Pacific
Robert Gardner
+852 2159 9617
Global Markets Intelligence
Led by the same people who revolutionized the market intelligence industry in the 1990s, our team of advisors is among the most experienced in the industry. Building on a thorough understanding of capital markets, our holistic capital structure approach allows us to provide our clients with a unique perspective of today's increasingly frenetic and challenging markets.
Ipreo's Global Markets Intelligence focuses on understanding institutional shareholder movements while providing a complete view of all factors contributing to the underlying valuation of a company's entire capital structure (equity, debt, etc):
- Comprehensive, real-time ownership identification for all types of publicly traded securities
- Not just 'who' but 'why'
- Unique insights from key players in the investment community
- Innovative views into the interdependent components of a company's share value
Datasheet Downloads
Contact Sales:
The Americas
Michael Haggerty
1.212.849.5174
Europe & MENA
Nick Arbuthnott
+44 (0) 20 7665 9741
Asia-Pacific
Robert Gardner
+852 2159 9617
Shareholder ID
Most ID firms spend so much time on the snapshot of the shareholder base that they miss out on the intelligence. We know how to provide both. Ipreo conducts a full audit including: how your shareholders approach your sector; their weighted positions in your stock & in your peers; recent buy/sell activity, sector rotation, sector commentary, perceptions; and how firm buy/sell decisions relate to the wider market and your place in it.
- The most comprehensive ID wedded to the best peer group data & the best investor contacts database in the industry
- Detailed breakdown of firm position at beneficial/fund/mandate level
- Narrative showing actual position against recent public activity
- Breakout of major players in each firm with their holdings in stock and peers, fund by fund
- Benchmarking and weighting of peer group by region
- Accurate gauge of demand analysis for your stock and sector
Datasheet Downloads
Contact Sales:
Europe & MENA
Nick Arbuthnott
+44 (0) 20 7665 9741
Asia-Pacific
Robert Gardner
+852 2159 9617
Bondholder ID
Increasingly companies are being confronted with situations that require more proactive dialogue with their fixed-income investors. Whether a company is faced with the challenge of negotiating with bondholders to exchange existing securities, modify covenant agreements or refinance their balance sheet, the first step in the negotiating process is identifying the key players. Because there is less publicly available information on fixed-income investors than on equity investors, hundreds of corporations and their investment banks turn to Ipreo every year to identify debt holders. In turn, Ipreo provides them with a clear, comprehensive and accurate understanding of who their bondholders are and what clients need to know about their investment motives:
- Unlike other firms who specialize in the delivery of publicly available data, our approach is proprietary and research-based
- Most experienced team of analysts in the industry
- We thoroughly investigate depository positions, classifying all constituencies as institutional, retail, or trade desks
- We develop a consolidated analysis of aggregate holdings of all series of bonds for each identified investor
- Our solution enables issuers to develop management solutions and successfully market their bonds
- Better equips management to restructure and refinance debt
- Lowers cost of capital, reduces transaction costs, and positions debt with appropriate investors
- Intelligence is 100% accurate and up-to-date
- We are able to monitor changes on a weekly, monthly, quarterly or annual basis
Datasheet Downloads
Contact Sales:
The Americas
Aaron Dougherty
+1.201.499.3504
BD Corporate
BD Corporate is the most comprehensive Investor Relationship Management solution on the market, containing the most accurate and up-to-date profiles of institutional money managers, their cross-asset class holdings, and robust hedge fund data, all supported by award winning customer service.
- Detailed cross-security holdings data, highly flexible targeting functionality, complete contact management capabilities including activity reporting and performance benchmarking; all coupled with the most complete, accurate and timely data in the industry
- Fully integrated cross-asset class contact and portfolio holdings data; as well as full integration with Ipreo’s world-class Global Market Intelligence, Shareholder Identification and Targeting and Analytics offerings.
- Most robust hedge fund and fixed income database in the industry
- Comprehensive profiles of institutional money managers and their holdings
- Global industry standard for outstanding customer service
- Leveraged by countless IR professionals around the world
Datasheet Downloads
Contact Sales:
The Americas
Michael Haggerty
1.212.849.5174
Europe & MENA
Nick Arbuthnott
+44 (0) 20 7665 9741
Asia-Pacific
Robert Gardner
+852 2159 9617
iConference Registration
Ipreo’s iConference is a workflow solution that facilitates the organization and execution of investor/company events – earnings calls, analyst days, facility tours, annual meetings and more. Event coordinators can manage the registration process and the presentation schedule, coordinate one-on-one meetings, and generate real-time schedule reports. iConference can be seamlessly integrated with the BD Corporate or BD Classic platforms to provide firm wide reporting on all client activity and facilitate meeting and event preparations.
- Post event details and content on a publicly accessible website
- Allow investors and other participants to view event details, including the list of presenting management team members, the presentation schedule and permissioned documents
- Collect registration details including: contact details, attendance, meals, activities and availability
- Provide speaker biographies, directions to the venue, and general information about the event
- Standardize event correspondence with communication templates provided and/or approved by your legal team
- View a complete list of all registered event attendees, including contact info and attendance status for all activities
- View summary statistics about conference attendance across different groups, including investors, employees and other constituents
- Export complete or filtered lists into Excel and Word to print name labels
Datasheet Downloads
Contact Sales:
Sales
1.877.588.5030
Perception Analysis / Buyside Intelligence
Ipreo's Perception Analysis provides actionable intelligence for companies to gauge investor sentiment about their company, their sector, recent market-moving announcements, and the broader market.
These studies provide valuable insight into the key factors and concerns that drive institutions' investment decisions. Our analysis examines perceptions both before and after important announcements or meetings, or as part of ongoing investor relationship management. Perception Studies contain both quantitative analysis as well as direct feedback from the buy side. Studies are delivered as 'Board-quality' presentations with detailed results and key excerpts from conversations with analysts and portfolio managers. A full script of the comments is provided separately.
The Ipreo's consultative team will present the study to senior management or key investor contacts in a face-to-face meeting to walk through the results and discuss any recommendations for changes to the investor communication strategy:
- Identification of key factors that drive institutional investors' decisions
- Analysis of investor expectations and concerns to ensure effective communication of the company story
- Advanced insight on likely investor reaction to announcements and events
- Marriage of quantitative data and direct feedback to provide a complete picture
- Leverages the best investor contact data in the industry
Datasheet Downloads
Contact Sales:
The Americas
Michael Haggerty
1.212.849.5174
Europe & MENA
Nick Arbuthnott
+44 (0) 20 7665 9741
Asia-Pacific
Robert Gardner
+852 2159 9617
Situational Analytics / Predictive Analytics
Ipreo's Situational Analytics offers practical examination of a company's business strategy and special situations that could impact a company's valuation and market performance.
Our comprehensive analyses provides critical insight into expected shareholder reaction to significant events such as mergers, spin-offs, and shareholder activism. Our intelligence plays a critical role in enabling clients to fully understand what to expect from investors and how to position themselves.
Merger and Spin-off Situations:
- Examination of historical and pro forma valuations of the company, identifying significant changes as an asset
- Forecast of shareholder reaction to the scenario
- Thorough understanding of the short-term and long-term implications of the transaction
Investor Activism
- Valuable insight on prominent shareholder activists, which include hedge funds, pension funds, investment management firms and individuals
- Critical intelligence on the activist's trigger points and trends; in-depth analysis of both ongoing and past activist plays and outcomes
- Deeper understanding of the shareholder base to prepare for any potential opposition to proposed corporate actions
Corporate Actions
- Predictive analysis of shareholder reaction to crucial events such as a share buyback program or dividend policy adjustment
- Understanding of how being included in or excluded from an index or exchange will effect the capital pool available
Datasheet Downloads
Contact Sales:
The Americas
Michael Haggerty
1.212.849.5174
Europe & MENA
Nick Arbuthnott
+44 (0) 20 7665 9741
Asia-Pacific
Robert Gardner
+852 2159 9617
Investor Relations Websites
Hemscott IR has been a pioneer of online investor relations and corporate communications in the UK since 1995. We provide website solutions to over 540 companies ranging from AIM and smaller quoted companies through to large cap FTSE 100s. Companies choose Hemscott IR for our best-practice, regulatory compliant, award-winning solutions.
- Hemscott IR design, build, host and maintain best-practice corporate websites and investor relations centres.
- Our expert Account Directors advise on strategic online communication year round including webcasting and the latest user-friendly HTML and image-based annual report conversions for investors.
- A flexible offering provides off-the-shelf and bespoke interactive tools for share price, charting and financial data.
- Business and financial data can be automatically and dynamically updated in a timely and accurate manner.
- Proactive account management and technical support ensures that our solutions meet regulatory requirements such as AIM Rule 26.
- Enhanced visibility is achieved by using the leading financial website hemscott.com to drive retail and institutional traffic to our client sites.
Downloads
Further Information:
Rachel Sabine
Managing Director, European Corporate
+44 (0)20 7763 8228
The Industry Leader
Ipreo is the industry standard in capital markets data aggregation. Ranging from world class institutional contacts & profiles data, to historical and real-time equity and municipal deals data, and extending into the complexities of data management, Ipreo truly offers a robust data universe for every player in the global capital markets.
Institutional Contacts & Profiles Data
Ipreo offers the most comprehensive database of contacts and profiles of capital markets professionals in the industry. The depth, breadth and quality of our data simply cannot be matched in the marketplace. Ipreo has made significant investments in infrastructure and resources to support our global research, content and collection enterprise so that our clients are provided with the market-leading content on global, multi-asset class buy-side and sell-side contacts and institutions. Our highly motivated, trained and intelligent team of capital markets research analysts are focused exclusively in managing, updating and growing our data universe resulting in the most complete, accurate, timely and clean data to the market.
- Comprehensive contacts database includes over 80,000 contacts at more than 16,000 financial institutions globally – buy-side and sell-side, equity and fixed income
- Ipreo updates an average of 2,000 contacts per day, making it the most up-to-date database in the market
- The hedge fund database alone provides over 16,000 investment professionals at over 4,000 hedge fund institutions
- Fully integrated with all of Ipreo’s BD platforms as well as iPlanner/iConference event management systems
Equity Deals Data
Ipreo’s Equities Deals Database (EDD) provides quick and accurate deal information on global equity and equity-related issuance, both real-time and historical. EDD is supported by our global research team that leverages longstanding relationships with syndicate desks in markets around the world to collect the most relevant and timely data. Whether you use EDD to market a deal, identify business development opportunities, or as an editorial research resource for industry publications, EDD is the most versatile data tool on the market.
The Equities Deals Database offers a new issuance calendar, custom league tables and a powerful query engine for sophisticated analysis, arming you with the market insight you need to make better business decisions.
- View calendar lists of past and present deals
- Access to comprehensive prospectus library
- Manipulate data to generate custom league tables
Municipal Deals Data
Ipreo has been driving the municipal market for over 20 years. We are THE primary source for the municipal market data published throughout the financial media and relied upon by the municipal community to succeed in the market. Ipreo offers a number of intuitive applications that provide access to this industry-leading data set.
- The most comprehensive and customizable municipal new issuance calendars and overview reports, for better market insight essential to making the best business decisions.
- Quick and accurate deal information on current & historical municipal new issuance
- Total negotiated and competitive volumes
- Data can be displayed by par amount, issuer, state, description, lead manager, ratings and/or insurance
Data Feeds
Our data feeds will give you all the data you need, in exactly the way you want to see it.
Renowned for our superior data and technology for over 15 years, we have built the most comprehensive institutional database available in the market and have the expertise to provide data feeds with incredible flexibility. We develop highly customize data feeds to give you all the data you need into your internal system so you can manipulate the data to perform hierarchy and entity data mapping and create complex relationship connections.
- Best institutional profile data on the market
- Customized fields, format, and frequency
- Simple text files and straightforward documentation
- FTP delivery on your preferred schedule
- Experienced, senior-level implementation & support team
Entity Data Management
Ipreo’s highly trained Entity Management Team is responsible for the concordance of all entity lists, including those generated through Ipreo’s global proprietary research groups, as well as client or vendor files. As a service, our Entity Management group can process one-time mapping projects and ongoing daily maintenance of client lists to insure clients have the most up-to-date information available to them. Our entity maintenance covers all entities, from people to firms, mutual funds to securities and their issuers.
Our Entity Management service offerings include:
- One-time data cleansing projects
- Investor lists
- Company data
- People/Contact Management systems
Ongoing data management services:
- Enabling mapped lists to be dynamically updated
- Allowing Ipreo data points, from Bigdough content to our proprietary industry classifications and derived analytics, to be fed into client systems as part of a dynamic data feed
- Leveraging Ipreo’s cutting-edge approaches to data quality and entity management, clients take advantage of time-series data, complex data relationships, such as contact employment history, as well as hierarchal data elements
