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Shareholder Identification & Analysis

Learn more about Shareholder Identification & Analysis
Real-time shareholder intelligence, reporting & advisory support to establish a comprehensive view of current shareholder base

Our in-house analysts and proprietary data sets enhance the efficiency and effectiveness of your IR activities using real-time shareholder intelligence, reporting and advisory support to establish a comprehensive view of your current shareholder base.

Learn more about our Shareholder Identification solutions
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Benchmarking

See how you compare to competitors with proprietary data that benchmarks your company against relevant sectors, market cap and peers.

Shareholder Analysis

Understand the reasons behind equity and shareholder movements using company, sector and market data.

Reporting

Produce timely reporting to board and management on key holders, trends and changes in valuation.

Activist Alerts

Decipher unusual trading activity and identify activist equity and derivative accumulations to provide an early warning for your management team.

See More Services for Global Markets Intelligence

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    Stock Surveillance

    Understand the ''why'' that motivates the investors buying and selling your stock and receive proactive insights and explanations for unexpected shareholder movements.

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    Activist Advisory

    We align industry-leading experience, data and technology to provide trusted advisory support and reporting on shareholder activist accumulations. Arm your team with real-time visibility and executive-ready reporting that captures full economic exposure by activist actors, including equity, options and potential counterparty swap arrangements.

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    Bondholder Identification

    Gain an accurate, up-to-date, comprehensive understanding of the investors holding your fixed-income securities, including how much they hold and their investment motives.

    LEARN MORE >

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    Beneficial Ownership Analysis

    Our audit-ready tax and regulatory reports enable you to accurately identify the levels of beneficial ownership in the U.S. and abroad in order to comply with certain IRS and SEC regulations, satisfy tax-treaty ownership tests and prepare for M&A activity.

    LEARN MORE >

Explore more of our integrated suite of IR solutions for corporate issuers

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Investor CRM

Streamline IR activities with BD Corporate, our powerful, easy-to-use workflow solution.
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Investor Targeting

Identify, target and engage investors who are compatible with your investment story.
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Perception Analytics

Understand how your investors and analysts perceive your company and what they expect going forward.
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IR Strategy and Advisory

Get expert guidance and planning for annual strategies, investor days, pre-IPO, M&A, and more.
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ESG and Governance

Benchmark and report on your ESG performance and target ESG-focused investors.
Learn More
Thought Leadership
Podcast Aug 01, 2022

Golden Record Podcast Series – Episode 2: Are Recession Concerns Inflated?

Blog Oct 14, 2021

GTAS Forecasting’s Airborne trade outlook – the latest release 2021-Q3

Blog Jul 01, 2021

Untying the Knots: Simplifying Corporate Actions

Blog Apr 03, 2020

SRD II and the new meaning of Shareholder Identification: Going beyond disclosure

Experts

Michael Miller

Michael is an IR veteran with over 20 years of experience in the financial services industry. Prior to joining S&P Global, he spent 5 years abroad as Head of Investor, Media & Public Relations at National Bank of Abu Dhabi. Before that, he held leadership roles at leading global institutions including BNY Mellon, Dun & Bradstreet, Arthur Andersen and T. Rowe Price.Michael earned his bachelor's degree in Accounting at University of Delaware and an MBA in Finance at University of Maryland. He is a CFA charterholder.

  • Financial Services
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Ari Davies

Ari is an investor relations industry leader, with expertise in corporate advisory, product design, implementation and sales and marketing strategy.Overseeing a global business serving thousands of corporate investor relations teams, Ari brings unique insight on the best practices, trends and tactics shaping the industry in an everchanging environement.Ari was one of the founding team members of Ipreo's Global Market Intelligence practice and has worked with hundreds of corporate leadership teams across sectors to optimize their investor relations strategies with results-oriented approaches during a myriad of market environments. As a thought leader, Ari has given presentations and leant expertise to industry groups, trade conferences and company specific events on a routine basis.Ari's primary langauge is English and is a graduate of Union College, in Schenectady New York. A Rhode Island native, Ari spent the majority of his career in New York, before moving with his family to Raleigh North Carolina as part of Ipreo's North American growth initiative.

  • Financial Services
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Frankie Lam

Frankie leads the Advisory team for APAC, helping corporate issuers to interpret shareholder movements, providing expert analysis and recommendations on corporate Investor Relation strategies.He has 10+ years of extensive professional experience in Investor Relation, Capital Market and Equities.

  • Financial Services
  • Equities
  • Investor Relations
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Martin Railton

Martin has been with S&P Global for over eleven years, working exclusively within the Issuer Solutions group. During his time with the company he has provided guidance to clients across EMEA, covering the full range of S&P Global Market Intelligence. Those services include shareholder surveillance, investor targeting, capital flows insights, investor perception, and proxy solicitation.Over the last two years he has worked closely with the advanced analytics team, applying data science to S&P Global's unique datasets to provide more actionable intelligence to clients. Martin now runs the Advisory desk for EMEA, which includes the services of Investor Targeting, IS&P Global Market Intelligence and IR Roadmap. Prior to joining the company, Martin was head of European research at the ratings agency and financial publisher, Citywire. Martin is a CFA charterholder.

  • Financial Services
View Profile

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