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.