Who is on your share register and why it matters

 

Factors to Consider

  • The owners of your stock do not typically make the investment decisions – this is outsourced to specialist investment managers
  • Most institutions hold their investments via one or more nominee companies
  • Do you know how many institutions are really on your register and what % they hold?
  • How accurate is anecdotal information provided to you by brokers and investors?
  • Substantial holder notices (+5%) don’t always tell the full story
  • Few institutions “flag” their buying intentions
  • Corporate raiders can accumulate positions across a number of nominees

Identifying institutions on your register enables you to:

  • Establish a relationship with your major shareholders
  • Target accurately potential new investors by knowing who is not there
  • Know who to invite to Results Briefings
  • Proactively manage investor contact at times of major announcements
  • Know who holds votes on major resolutions and who to call.

What You Get

  • Reports tailored to the structure of your register, delivered monthly, quarterly or half yearly
  • Quick response and high levels of accuracy in identifying what has changed and why
  • Dedicated support during a transaction, monitoring shifts in the composition of the register that can be critical to a change of control

Please login to find out more or request an Investor Tracking Report. Alternatively please phone + 612 8011 0350 or email to request a quote