Accurate Shareholder Analysis Drives Investor Relations Strategy

The rise of passive investors in the market has profoundly changed many companies’ shareholder base makeup.  To optimize investor messaging and engagement, companies must understand how to best communicate and identify with active versus passive investors.

The huge consolidation of funds globally makes firm-wide labels even less relevant used by data vendors.  Companies need a reliable source to help them identify whether a fund is active or passive, and how to get to the right person at that fund.

Clermont Partners has the capital markets expertise to help companies better understand the types of investors who ultimately hold their stock.  Our deep-dive shareholder base analysis is key to developing a strategic investor relations program that includes positioning and messaging, targeting of existing shareholders who could buy more stock, and recognizing which shareholders may be at risk of selling.

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