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Ipreo Partners with Swiss-based Shareholder Communications Specialist, Sherpany

Vienna – May 21, 2014 – Ipreo, a leading global provider of market intelligence, investor data and workflow solutions to capital markets and corporate professionals, announced it has partnered with Sherpany, the Swiss-based shareholder communications specialist, to offer AGM voting solutions as well as shareholder communication services to both corporate and capital markets clients.

Under the partnership, Ipreo and Sherpany will now be offering enhanced governance advisory and communication solutions to corporate investor relations, legal and supervisory board members, allowing them to access valuable data and market feedback to understand the effects of recent legal changes such as the “Minder Initiative” in Switzerland, or the impact of the re-registration system implemented for voting at Shareholder Meetings of companies with registered shares in Germany. The combination allows issuers to understand critical market and voting trends, tackle information asymmetries between investors and issuers early and use the intelligence proactively leading up to their AGMs as well as for ongoing investor communication. Additionally, it opens an entirely new communication channel to all investor types, enabling better planning and risk analysis.

“Ipreo’s whole offering is centered on better connecting all capital market players; providing them with information and software solutions that align with and improve their workflow,” said Chris Taylor, EVP & Managing Director, Global Investor Relations at Ipreo. “As corporate governance becomes more important for institutional and retail investors in their investment and voting decisions, it is natural for us to offer unique technologies and advisory services to our clients.”

“We have seen the voting and investment behaviour of the majority of investors change in recent years, driven often by legal changes. We recognise the need to deliver current information and datasets to our corporate clients”, said Andreas Posavac, Director Corporate Services for Switzerland. “The partnership with Sherpany allows us to introduce new and unique technologies that will not only enable issuers to more easily understand market reactions by their investors, it will also allow them for the first time to actively communicate with all stakeholders, analyse critical trends, and reduce governance and reputational risk at all times.”

“The collaboration with Ipreo will bring real benefits to our clients. Ipreo’s deep understanding of the needs of investor relations teams is impressive. Combined with access to over 20,000 investors on our platform, our partnership will create tremendous opportunities for us and our clients. Our corporate governance, market perception and investor analytics services will yield valuable intelligence to IR teams, legal and board members, that no one else can offer at this stage,” said Tobias Häckermann, CEO of Sherpany. “We’re delighted to have Ipreo as a partner to deliver these game-changing solutions to the financial community and look forward to developing this partnership further.”

About Ipreo

Ipreo is a global leader in providing market intelligence, data, and technology solutions to all participants in the global capital markets, including sell-side banks, publicly traded companies, and buy-side institutions. Our extensive suite of investor relations services provides our corporate clients with unparalleled cross-asset class surveillance, investor targeting, buy-side perception studies, transaction analysis and predictive analytics. Additionally, Ipreo’s BD Corporate IR workflow platform offers the most accurate and comprehensive database covering global institutional contacts, profiles, and ownership data. Our critical insights and flexible solutions help our clients run more effective investor relations programs. Ipreo is a KKR portfolio company with more than 800 employees supporting clients in every major financial center around the world. For more information, please go to

About Sherpany

Sherpany offers a unique community-based communication platform that enables shareholders, issuers and boards to communicate and share and exchange information. Sherpany empowers modern companies to strengthen the loyalty of their shareholders, to facilitate the work within the boardroom and to enhance their Corporate Governance. More than 20,000 investors already have an account with Sherpany on which they can access corporate governance and issuer specific information in support of their voting decisions and cast their votes for shareholder meetings. Together they represent more than 50,000 shareholders. For more information, please visit



Press Contacts:

For Ipreo
Kate McKay
Managing Director, Global Marketing & Communications

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