Corporate Solutions

• Who are your shareholders and what are their characteristics?
• Which investors can impact your valuation and shareholder base?
• Who should you be meeting with and why?
• How should you tailor your message for each targeted investor?
• Which regions and financial centers should you be visiting?
• How will investors react to a pending corporate action?
• How can you better communicate with the investment community?
• What was the impact of your outreach efforts?

Annual targeting plan – This detailed plan aligns your targeting efforts with your long-term ownership strategy. 

Quarterly IR activity report – Measure the impact of your targeting efforts with our analysis of the time you and your management team spent meeting with targeted investors, and resulting changes in the investors’ holdings.

Ongoing analysis & support – Maximize the return on all investor-focused events you attend by knowing which investors to target and tailoring your message to attract those investors.

• Proprietary ownership models – Our Targeting Specialists incorporate our proprietary models in their analysis. The results are visually represented in our Smart Targets reports.
• Institutional-quality information – We analyze the same Thomson Reuters information that drives institutional investment decisions.
• Buy-side relationships – Because our analysts are in constant contact with the buy-side, we understand the factors most valued by each investor when evaluating an opportunity.

Using our proprietary ownership models, Smart Targets highlights the major factors driving the buying and selling decisions of a firm or fund. One model is for firms and funds without any current equity holdings in your company and the other is for existing shareholders.  Both models have been back-tested on 10 years of global ownership data to ensure they can be accurately applied to all regions, companies and public investors. 

You can access Smart Targets directly from Thomson ONE IR.