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Target and Engage Investors

Identify the investors whose goals align with your investment story using our unique data sets and the expertise of experienced senior analysts. Investor Targeting and Advisory combines unmatched data resources with a premium, consultative approach that enables you to turn bespoke targeting analyses and predictive modeling into actionable insight.

Tailored Solutions

Senior analysts and specialists work with you to provide optimal targeting solutions that deliver your investment story and IR goals to the appropriate audience.

Consultative Support

We collaborate on roadshows, conferences and other forms of investor outreach to help you prioritize investor interactions and respond to the evolving investment story and market dynamics.

Unmatched Data

Gain access to unique data sets, including contact information and scouting reports, comprehensive ownership and global geographic data and insight into institutional movements.

Transparent Intelligence

By customizing the metrics and methodologies used to formulate analyses, our specialists provide a clear view of the key drivers that attract investors to your story today, while also providing a roadmap of investor interest for the future.

Enhanced ROI

Develop effective messaging, measure and enhance ROI and continuously review and improve your outcomes using reliable data.

Targeting Indications

Adjust target identification and incremental purchasing power based on movements in share positions that our analysts observe between public disclosure periods across all your company's common classes (e.g. A and B) and types (e.g. Ordinary and DR.)

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See More Solutions for Investor Targeting



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Analyze stock, bond and beneficial ownership and analyze investor motives.

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Understand your investors and predict their reactions to corporate actions.

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Get expert guidance and planning for investor days, pre-IPO, M&A and more.

ESG and Governance

Benchmark and report on your ESG performance and target ESG-focused investors.


Thought Leadership

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