Company Profile Analysis
Understanding the current investor makeup of your company’s shareholder profile is imperative to both the Investor Relations and Proxy Solicitation programs. What percentage of the investor profile can be classified as institutional/hedge fund related? Does this fall shy of your preferred goal? If so, how can you increase the institutional proportion? What is the ideal combination for your company and how can you arrive at the desired results?
In the proxy solicitation world, knowing how much an institution has under management may not be as important as knowing who has voting discretion over these same shares. Also, knowing what percentage of the shareholder profile is influenced by proxy advisory providers ISS and Glass Lewis is paramount to undergoing a successful solicitation campaign. We can analyze a client’s profile from an investor relations or proxy perspective and provide a comprehensive assessment of your shareholder profile.