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EQUITIES

Our comprehensive equity product suite facilitates the execution of primary market transactions—from origination to settlement work flows—allowing efficient collaboration between issuers, banks and investors.

Explore Our Solutions

Syndicate

Syndicate

Origination

Origination

Research Sales and Trading

Research Sales and Trading

Compliance

Compliance

Events

Events

Book Build

Perform end-to-end deal execution for the equity primary issuance process.

  • Set up deals in all detail and manage the order book.
  • Benefit from full support for multi-tranche, multi-product and multi-currency transactions.
  • Execute multiple deals concurrently, collect orders from sales and collaborate with syndicate member banks.
  • Access real-time joint books data sharing.
  • Instantly identify duplicate orders and coordinate allocation across all stakeholders.
  • Use analytical tools to illustrate key data points, e.g. price sensitivity, geographical and investor type distribution.
  • Communicate deal progress to the issuer with Issuer View, a dedicated and controlled mobile application.
  • Leverage full API support and full integration with proprietary systems, both in terms of data exchange and remote feature triggering, e.g. straight-through order processing for trade settlement.
IssueNet

Connect proprietary bookbuild systems and facilitate real-time syndicate collaboration

  • Connect with every bank on our network
  • Increase capacity to run deals
  • Keep order book up-to-date and synchronized to identify duplicate orders
  • Identify and manage any irregularities in the orderbook
  • Shorten reconciliation calls; price and allocate deals with confidence
Event Management

Streamline planning and coordination of all deal and non-deal events with a full suite of collaborative solutions.

  • Manage and plan conference logistics.
  • Communicate efficiently with all those involved in the roadshow planning process.
  • View meeting requests and confirmations.
  • Centralize all roadshow information and facilitate data mining and profitability reporting.
BD Equity Data

Our investor, contact and ownership data offerings provide superior intelligence for successful engagement in the secondary markets across asset classes.

  • BD equity data is the core value driver that flows across our BD suite of sales and trading offerings: BD Advanced, CRM, PB Suite, Events, Data Feed and API
  • We do primary research with our global research team, as well as partner with multiple prominent vendors to provide the most timely, comprehensive and accurate data sets.
  • Our data are focused on those people with investment discretion to allow you access to the correct individuals and the money they manage.
  • Detailed global institutional investor profiles, with information on investment focus, asset allocation and cross-asset class holdings, in addition to location information
  • View investor’s portfolio by security and find out which investors are buying or selling which securities.
Issuer View

Access vital information on prospective investors while on an IPO roadshow, and track order book build up including allocations throughout the IPO.

  • Access information on tablets on-the-go and on the road.
  • Track roadshow performance by instant oversight of meeting conversion to actual order.
  • Share and control deal information between direct syndicates and issuers.
IPO Tracker

IPO Institutional Tracking
Value-added aftermarket IPO services for equity capital markets to advise issuers and track placement of IPO allocations

  • Complete investment style and turnover information on each shareholder
  • Initial shareholder list requests fulfilled in four to five business days
  • Access to IHS Markit industry analysts
  • Three months of weekly delivery of top institutional buyers and sellers along with the largest shareholders
Block Tracker

Access issuer-specific, institutional shareholder intelligence derived from our proprietary mutual fund filings.

  • The report is a complement to the information desks have internally as our intelligence covers a much broader set of mutual fund holders who often trade through multiple trading desks.
  • ECM desks use this report for blocks, bought deals, secondary offerings and for trading insight to use during issuer communication.
Prism Virtual Data Room

Prism’s Virtual Data Room (VDR) is the only holistic cloud-based solution that offers an intuitive interface, enhanced deal workflow and industry-leading security. Whether performing an equity capital raise or facilitating a M&A transaction, Prism’s platform enables seamless document sharing between parties, and centralizes communications to streamline the due diligence process.

iProspectus

Full-service electronic document delivery and tracking system for equity, fixed income and municipal new issues

  • Streamline the delivery of pre-allocation documents and reduce the cost of issuance associated with printing and mailing of hard copies.
  • Comply with all SEC/MSRB requirements associated with electronic disclosure; IHS Markit has been the leader in this process for more than 15 years.
  • Capture a complete audit trail, including delivery date/time and invalid email addresses and archive to meet retention requirements.
iCompliance

Comprehensive online library of US compliance-related certificates—including QIB, FINRA 5130/5131, 2111, Reg S, 2242 and SMMP—and integration services that put these certificates at your fingertips when you need them

  • Instant access to thousands of certificates from investors around the globe in a centralized library
  • Includes certificates required across equity and debt, for both new issues and secondary trading
  • Ability to request certificates directly within the iCompliance application, with quick turnaround
  • Available as a standalone application or integrated with our bookbuilding and CRM platforms
  • Custom integration available with client CRM solutions, including data mapping and electronic feeds
Roadshow Access

An innovative platform to create, broadcast and view virtual management presentations globally, for capital-raising events across all asset classes

  • Create: Full-service and self-service options that captures all essential details of the deal and virtual roadshow
  • Manage: A real time interactive dashboard to administer and oversee the lifecycle of each service requested
  • View: A sophisticated and modern interface to view virtual content
  • Analyze: Real time aggregated viewership reports, which also integrate directly with our bookbuilding applications
Equity Deals Database

Understand the primary and secondary deal market with comprehensive, accurate and up-to-date equity deal data.

  • Access real-time and historical deal information on global equity and equity-related issuance.
  • View expected deal calendar, as well as filing, pricing, withdrawal and lock-up expiration dates in the deal calendar.
  • Save time and resources with thoroughly researched desk data provided by our global team research analysts.
  • Use the custom league tables and powerful query engine to conduct sophisticated analysis.
Activist Surveillance

We builds upon its depth of solutions and experience in data and technology to serve as a trusted provider in advisory support and reporting on shareholder activist accumulations

  • Real-time surveillance analysis on activist accumulations, best practice advisory and our global client network support our corporate clients throughout activist campaigns
  • Daily and weekly activist settlement reporting and threat level analysis on key ownership movements
  • Best practice advisory on fund purchasing power, activist campaign histories and the investor relations experience of dealing with activist teams
  • Full screening and early warning alerts on activist due diligence prior to accumulations
Retail Bookbuild

Manage participation in global securities issuance through a web-based platform

  • Automate order aggregation for new issuances.
  • Reduce risk of human error by systematizing the allocation process and integrating with order management system.
  • Centralize all new-issue processing on one platform, regardless of asset class or deal type.
  • Manage process with regulatory checks across multiple channels (portfolio managers, high-net-worth investors, private banks).
Book Build

Perform end-to-end deal execution for the equity primary issuance process.

  • Set up deals in all detail and manage the order book.
  • Benefit from full support for multi-tranche, multi-product and multi-currency transactions.
  • Execute multiple deals concurrently, collect orders from sales and collaborate with syndicate member banks.
  • Access real-time joint books data sharing.
  • Instantly identify duplicate orders and coordinate allocation across all stakeholders.
  • Use analytical tools to illustrate key data points, e.g. price sensitivity, geographical and investor type distribution.
  • Communicate deal progress to the issuer with Issuer View, a dedicated and controlled mobile application.
  • Leverage full API support and full integration with proprietary systems, both in terms of data exchange and remote feature triggering, e.g. straight-through order processing for trade settlement.
Issuer View

Access vital information on prospective investors while on an IPO roadshow, and track order book build up including allocations throughout the IPO.

  • Access information on tablets on-the-go and on the road.
  • Track roadshow performance by instant oversight of meeting conversion to actual order.
  • Share and control deal information between direct syndicates and issuers.
IPO Tracker

IPO Institutional Tracking
Value-added aftermarket IPO services for equity capital markets to advise issuers and track placement of IPO allocations

  • Complete investment style and turnover information on each shareholder
  • Initial shareholder list requests fulfilled in four to five business days
  • Access to IHS Markit industry analysts
  • Three months of weekly delivery of top institutional buyers and sellers along with the largest shareholders
Block Tracker

Access issuer-specific, institutional shareholder intelligence derived from our proprietary mutual fund filings.

  • The report is a complement to the information desks have internally as our intelligence covers a much broader set of mutual fund holders who often trade through multiple trading desks.
  • ECM desks use this report for blocks, bought deals, secondary offerings and for trading insight to use during issuer communication.
Prism Virtual Data Room

Prism’s Virtual Data Room (VDR) is the only holistic cloud-based solution that offers an intuitive interface, enhanced deal workflow and industry-leading security. Whether performing an equity capital raise or facilitating a M&A transaction, Prism’s platform enables seamless document sharing between parties, and centralizes communications to streamline the due diligence process.

Capital Markets Analytics

Comprehensive and robust deals data and research analyst services combine to support the global capital raising process

  • Our experienced global teams of analysts provide thorough and rigorous global market and sector intelligence, investor profiles and transaction services.
  • Customize analytics and details on new issuance volume and fundamental market performance.
  • Access historical deals data, ownership information, upcoming deals calendar, and for analysis and trending.
Event Management

Streamline planning and coordination of all deal and non-deal events with a full suite of collaborative solutions.

  • Manage and plan conference logistics.
  • Communicate efficiently with all those involved in the roadshow planning process.
  • View meeting requests and confirmations.
  • Centralize all roadshow information and facilitate data mining and profitability reporting.
Pitch Builder

Dynamically produce client-ready pitchbooks and easily incorporate up-to-date information and custom branding.

  • Download shareholder analytics, security analysis and investor targeting reports in Excel format.
  • Define proprietary calculations and algorithms for bespoke analytics.
  • Flexible templates allow you to define your layout including company logos and branding.
  • Run multiple projects simultaneously.
  • Export into PPT, PDF, Excel and/or Word formats.
Profile Builder

Create customized investor profiles using comprehensive investor data and versatile tools.

  • Utilize user-friendly and versatile screening workflow.
  • Access comprehensive ownership data, contacts and biographical content from our global datasets.
  • Customize profiles by incorporating specific branding and logos and defining layout using flexible templates.
  • Export profiles into multiple formats including PPT, PDF, Excel and/or Word.
Roadshow Access

An innovative platform to create, broadcast and view virtual management presentations globally, for capital-raising events across all asset classes

  • Create: Full-service and self-service options that captures all essential details of the deal and virtual roadshow
  • Manage: A real time interactive dashboard to administer and oversee the lifecycle of each service requested
  • View: A sophisticated and modern interface to view virtual content
  • Analyze: Real time aggregated viewership reports, which also integrate directly with our bookbuilding applications
Equity Deals Database

Understand the primary and secondary deal market with comprehensive, accurate and up-to-date equity deal data.

  • Access real-time and historical deal information on global equity and equity-related issuance.
  • View expected deal calendar, as well as filing, pricing, withdrawal and lock-up expiration dates in the deal calendar.
  • Save time and resources with thoroughly researched desk data provided by our global team research analysts.
  • Use the custom league tables and powerful query engine to conduct sophisticated analysis.
Activist Surveillance

We builds upon its depth of solutions and experience in data and technology to serve as a trusted provider in advisory support and reporting on shareholder activist accumulations

  • Real-time surveillance analysis on activist accumulations, best practice advisory and our global client network support our corporate clients throughout activist campaigns
  • Daily and weekly activist settlement reporting and threat level analysis on key ownership movements
  • Best practice advisory on fund purchasing power, activist campaign histories and the investor relations experience of dealing with activist teams
  • Full screening and early warning alerts on activist due diligence prior to accumulations
BD Equity Data

Our investor, contact and ownership data offerings provide superior intelligence for successful engagement in the secondary markets across asset classes.

  • BD equity data is the core value driver that flows across our BD suite of sales and trading offerings: BD Advanced, CRM, PB Suite, Events, Data Feed and API
  • We do primary research with our global research team, as well as partner with multiple prominent vendors to provide the most timely, comprehensive and accurate data sets.
  • Our data are focused on those people with investment discretion to allow you access to the correct individuals and the money they manage.
  • Detailed global institutional investor profiles, with information on investment focus, asset allocation and cross-asset class holdings, in addition to location information
  • View investor’s portfolio by security and find out which investors are buying or selling which securities.
BD Equity Data

Our investor, contact and ownership data offerings provide superior intelligence for successful engagement in the secondary markets across asset classes.

  • BD equity data is the core value driver that flows across our BD suite of sales and trading offerings: BD Advanced, CRM, PB Suite, Events, Data Feed and API
  • We do primary research with our global research team, as well as partner with multiple prominent vendors to provide the most timely, comprehensive and accurate data sets.
  • Our data are focused on those people with investment discretion to allow you access to the correct individuals and the money they manage.
  • Detailed global institutional investor profiles, with information on investment focus, asset allocation and cross-asset class holdings, in addition to location information
  • View investor’s portfolio by security and find out which investors are buying or selling which securities.
BD Advanced Equity

This web-based application is a tool to assist your workflow and allow deep interrogation of the Investor, Contact and Ownership datasets.

  • Investor, Contact and Security profiles display the comprehensive data offered to provide insight for our clients about their clients.
  • Exhaustive search capabilities to help you prospect for new clients or create target lists for roadshows, based suitability.
  • Manage and optimize daily workflow through the use of features such as lists and saved.
Event Management

Streamline planning and coordination of all deal and non-deal events with a full suite of collaborative solutions.

  • Manage and plan conference logistics.
  • Communicate efficiently with all those involved in the roadshow planning process.
  • View meeting requests and confirmations.
  • Centralize all roadshow information and facilitate data mining and profitability reporting.
Pitch Builder

Dynamically produce client-ready pitchbooks and easily incorporate up-to-date information and custom branding.

  • Download shareholder analytics, security analysis and investor targeting reports in Excel format.
  • Define proprietary calculations and algorithms for bespoke analytics.
  • Flexible templates allow you to define your layout including company logos and branding.
  • Run multiple projects simultaneously.
  • Export into PPT, PDF, Excel and/or Word formats.
Profile Builder

Create customized investor profiles using comprehensive investor data and versatile tools.

  • Utilize user-friendly and versatile screening workflow.
  • Access comprehensive ownership data, contacts and biographical content from our global datasets.
  • Customize profiles by incorporating specific branding and logos and defining layout using flexible templates.
  • Export profiles into multiple formats including PPT, PDF, Excel and/or Word.
Research Management and Distribution

Target distributions, create innovative and eye-catching content and follow up using real-time tracking statistics.

  • Manage subscriptions easily and distribute relevant and personalized content to a target audience.
  • Integrate with all leading research authoring platforms.
  • Use powerful tracking tools to determine necessary follow-up calls based on research readership and activity.
  • Report on research effectiveness with aggregated statistics from the CRM.
Data Feeds

Access data feeds and content from industry-leading sources and our proprietary collections.

  • Choose from flexible data delivery methods including data feed, API (web services) or FTP.
  • Access all available global content data sets.
  • View detailed hierarchies of entity relationships.
  • Use common identifiers across all asset classes and entities for ease of data integration.
  • Use industry standard data identifiers such as LEI and FIGI.
  • Ensure proper mapping and data cleansing through entity management services.
Equity Deals Database

Understand the primary and secondary deal market with comprehensive, accurate and up-to-date equity deal data.

  • Access real-time and historical deal information on global equity and equity-related issuance.
  • View expected deal calendar, as well as filing, pricing, withdrawal and lock-up expiration dates in the deal calendar.
  • Save time and resources with thoroughly researched desk data provided by our global team research analysts.
  • Use the custom league tables and powerful query engine to conduct sophisticated analysis.
Capital Markets Analytics

Comprehensive and robust deals data and research analyst services combine to support the global capital raising process

  • Our experienced global teams of analysts provide thorough and rigorous global market and sector intelligence, investor profiles and transaction services.
  • Customize analytics and details on new issuance volume and fundamental market performance.
  • Access historical deals data, ownership information, upcoming deals calendar, and for analysis and trending.
iProspectus

Full-service electronic document delivery and tracking system for equity, fixed income and municipal new issues

  • Streamline the delivery of pre-allocation documents and reduce the cost of issuance associated with printing and mailing of hard copies.
  • Comply with all SEC/MSRB requirements associated with electronic disclosure; IHS Markit has been the leader in this process for more than 15 years.
  • Capture a complete audit trail, including delivery date/time and invalid email addresses and archive to meet retention requirements.
iCompliance

Comprehensive online library of US compliance-related certificates—including QIB, FINRA 5130/5131, 2111, Reg S, 2242 and SMMP—and integration services that put these certificates at your fingertips when you need them

  • Instant access to thousands of certificates from investors around the globe in a centralized library
  • Includes certificates required across equity and debt, for both new issues and secondary trading
  • Ability to request certificates directly within the iCompliance application, with quick turnaround
  • Available as a standalone application or integrated with our bookbuilding and CRM platforms
  • Custom integration available with client CRM solutions, including data mapping and electronic feeds
Prism Virtual Data Room

Prism’s Virtual Data Room (VDR) is the only holistic cloud-based solution that offers an intuitive interface, enhanced deal workflow and industry-leading security. Whether performing an equity capital raise or facilitating a M&A transaction, Prism’s platform enables seamless document sharing between parties, and centralizes communications to streamline the due diligence process.

Event Management

Streamline planning and coordination of all deal and non-deal events with a full suite of collaborative solutions.

  • Manage and plan conference logistics.
  • Communicate efficiently with all those involved in the roadshow planning process.
  • View meeting requests and confirmations.
  • Centralize all roadshow information and facilitate data mining and profitability reporting.
Pitch Builder

Dynamically produce client-ready pitchbooks and easily incorporate up-to-date information and custom branding.

  • Download shareholder analytics, security analysis and investor targeting reports in Excel format.
  • Define proprietary calculations and algorithms for bespoke analytics.
  • Flexible templates allow you to define your layout including company logos and branding.
  • Run multiple projects simultaneously.
  • Export into PPT, PDF, Excel and/or Word formats.
Profile Builder

Create customized investor profiles using comprehensive investor data and versatile tools.

  • Utilize user-friendly and versatile screening workflow.
  • Access comprehensive ownership data, contacts and biographical content from our global datasets.
  • Customize profiles by incorporating specific branding and logos and defining layout using flexible templates.
  • Export profiles into multiple formats including PPT, PDF, Excel and/or Word.
Roadshow Access

An innovative platform to create, broadcast and view virtual management presentations globally, for capital-raising events across all asset classes

  • Create: Full-service and self-service options that captures all essential details of the deal and virtual roadshow
  • Manage: A real time interactive dashboard to administer and oversee the lifecycle of each service requested
  • View: A sophisticated and modern interface to view virtual content
  • Analyze: Real time aggregated viewership reports, which also integrate directly with our bookbuilding applications
BD Equity Data

Our investor, contact and ownership data offerings provide superior intelligence for successful engagement in the secondary markets across asset classes.

  • BD equity data is the core value driver that flows across our BD suite of sales and trading offerings: BD Advanced, CRM, PB Suite, Events, Data Feed and API
  • We do primary research with our global research team, as well as partner with multiple prominent vendors to provide the most timely, comprehensive and accurate data sets.
  • Our data are focused on those people with investment discretion to allow you access to the correct individuals and the money they manage.
  • Detailed global institutional investor profiles, with information on investment focus, asset allocation and cross-asset class holdings, in addition to location information
  • View investor’s portfolio by security and find out which investors are buying or selling which securities.

Ready to talk? Learn more from an IHS Markit representative.

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