The Investor Intelligence Group at Alliance Advisors provides several different programs to support your IR efforts including Ownership Insight, Market Surveillance, Investor Targeting and Perception Studies. These services provide information on who owns your stock, daily trading information, weekly share position changes and buying or selling by institutional investors. Alliance also provides intelligence on how to secure new investors to increase shareholder value and how the investment community views your company. The following are the programs we offer to meet your IR requirements and budget:
Our Investor Targeting program is designed to generate a list of institutional investors that may be receptive to your company’s specific story. Alliance employs a methodology that takes into account your company’s operating efficiency as well as stock performance.
Our unique two-step process begins by screening the entire equity security database to develop a peer group that resembles your company. After the peer group is established, we then run a cross-ownership of each company’s institutional holders to pinpoint the entities that have been major buyers of one or more of the companies in the group. Our search process is metric specific so by adjusting one key characteristic, whether financial or technical our screening system will generate a new set of companies that have similar operating metrics.
Alliance conducts perception studies that provide comprehensive qualitative and quantitative feedback on the investment community’s view of your company. Our studies improve relationships with your investors and sell-side analysts by providing insight and feedback into the drivers of their investment decisions.
This is particularly useful when companies undergo managerial changes, announce or complete acquisitions and after presenting at roadshows or hosting investor days. Our studies can also help companies to gauge whether their investors are aligned with managements’ strategy. Through tailored questions that address issuer-specific concerns, our seasoned analysts conduct in-depth interviews. Our final report provides actionable data to improve your corporate image and communication with the investment community.
Retail Holdings Analysis
It is critical for companies that are largely owned by “retail” or individual shareholders to understand this often-overlooked shareholder base. Even though retail investors only account for a fraction of trading volume on the NYSE, some public companies have significant retail ownership. In such cases, retail investors carry crucial voting power and should command management’s attention.
Alliance’s Investor Intelligence Group will identify key retail holders including non-13f filers such as, wealth management advisors, endowments, corporate pension funds, foreign institutions, and domestic holders that fall below the filing thresholds. If necessary, Alliance can also create and implement both small and large scale retail communications initiatives through its contact centers, digital outreach tools and creative mail engagement programs.