With the roll-out of MiFID II, investor targeting moves into focus of more and more investor relations managers. MiFID II obligates funds, asset managers, and other investment companies to separate costs of services related to the trading of securities from the costs of other securities-related services. For that reason, many companies are now assessing whether to allocate budgets for brokers, banks, and organized investor meetings, or whether to become more independent in their targeting activities and take on this responsibility directly.
The Investors module facilitates better dialogue with existing and potential investors and proactive engagement:
The Investors module gives insight in your own shareholder structure.
Evaluate the quality and potential of investor contacts based on data.
Perform analysis on the investor structure of your peer groups to identify potential investors to target.
For the Investors module, we partner with FactSet, to provide you with the highest-quality investor data on the market. You get access to well-structured investor data and investor contact details, from parent companies, down to fund and individual contact levels. The data helps to become more independent of banks and brokers when it comes to corporate access.