shareholder identification & shareholder identification & targeting

Global Shareholder IDContinuous Market IntelligenceStep one: A custom-builtshareholder audit• Identify and profile yourcurrent owners• Analyse recent buy/sellactivity, sector rotation,sector commentary andinvestor perception ofyour company• Examine exposure to yourpeers and competitors• Detailed institutionalshareholder profilesexplain investmentapproach, portfoliostatistics, contactinformation and other keydataStep two: identifyopportunities and threats• Identify underweight orabsent investors, aswell as overweightinvestors and those whomay be potentialdivestors• Identify investors whomay be sensitive topolitical or legal issuesStep three: outreach to theinvestment community• CRM to cross-referenceshareholders with firmprofiles, fund managers,buy-side analysts, fundprofiles• CRM to log all interactionwith investors• CRM to track measureand report activity – whoyou met, what issuesthey raised