Ipreo Workfl ow - FIRS · services provides our corporate clients with unparalleled cross-asset class surveillance, investor targeting, buy-side perception studies, transaction analysis
Post on 05-Jul-2020
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CONTACTS: Arm yourself with accurate, detailed and global institutional contact data and investor profiles
INTELLIGENCE: Prepare for meetings with robust intelligence on all investor types along with cross-asset class ownership data and analytics
TARGETING: Identify your investors with advanced ranking metrics and suitability scores
ANALYTICS: Spot trends and communicate to management and the board with powerful analytics and easy-to-consume visualizations
CRM: Build and maintain relationships with our integrated CRM and investor communication tools
REPORTING: Improve your IR e� orts with flexible reporting that makes it easy to measure the e� ectiveness of IR outreach
MOBILE: Manage your schedule and look up key contacts- any-where, anytime
SUPPORT: Access our knowledgeable, dedicated and experienced account management team 24/7
CORPORATE GOVERNANCE: Formulate your proxy roadshow with easy access to institutional proxy contacts and voting
THE MOST COMPREHENSIVE INVESTOR RELATIONS WORKFLOW SOLUTION AVAILABLE ANYWHERE
Know your investors and their holdings
Interactive homepage provides a dynamic snapshot of your shareholder base, upcoming meetings, and more Search our global, multi-asset class institutional contact and ownership data to quickly get the information you need Fully integrated with Ipreo’s Global Markets Intelligence data and Targeting Analytics
Ipreo Workfl owSolutions-BD Corporate
Built for Investor Relations from the ground up
CORPORATE SOLUTIONS
Interactive homepage provides a dynamic snapshot of your shareholder base, upcoming meetings, and more
Search our global, multi-asset class institutional contact and ownership data to quickly get the information you need
Fully integrated with Ipreo’s Global Markets Intelligence data and Targeting Analytics
KNOW YOUR INVESTORS AND THEIR HOLDINGS
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Sleek, smart search function makes it easy to pinpoint the right contacts
Advanced investor screening & portfolio analytics provide a holistic view of the investors you are targeting
Unique insight into fund managers’ decision-making criteria
Mapping functionality facilitates prospecting and itinerary planning
PROSPECT FOR NEW INVESTORS AND PREPARE FOR ROADSHOWS
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FIND OUT MORE ABOUT IPREO
We work as an extension of our clients’ Investor Relations team
Ipreo is a leading global provider of fi nancial services technology, data and analytics. We support all participants in the capital-raising process including banks, public and
private companies, institutional and individual investors, as well as research, asset management and wealth management fi rms. Our extensive suite of investor relations
services provides our corporate clients with unparalleled cross-asset class surveillance, investor targeting, buy-side perception studies, transaction analysis and predictive
analytics. Additionally, Ipreo’s BD Corporate IR workfl ow platform off ers the most accurate and comprehensive database covering global institutional contacts, profi les, and
ownership data. Our critical insights and fl exible solutions help our clients run more eff ective investor relations programs. Ipreo is private-equity held by Blackstone and
Goldman Sachs Merchant Banking Division, and has more than 900 employees supporting clients in every major fi nancial hub around the world.
Complete CRM capabilities enable simple tracking of your team’s investor interactions
Robust multiview calendar that syncs meetings to yourOut-look
Set, monitor and report on your IR Team Goals
Measure the e� ectiveness of your outreach- or even broker performance- with the click of a button
MANAGE YOUR IR SCHEDULE AND REPORT ON THE SUCCESS OF YOUR INVESTOR OUTREACH
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Powerful data and tools to enable improved collaboration between the corporate secretary and investor relations
Instant access to robust datasets, including: institutional voting, governance contacts, investor-level governance decision making profi les, and ownership displayed by voting power and history
Monitor progress of shareholder base and relationships from a voting perspective
CORPORATE GOVERNANCE PROVIDES THE TOOLS YOU NEED TO INFLUENCE PROXY VOTING
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Quickly and easily create and edit investor meetings, calls and conferences from the road
Facilitate itinerary planning with integrated mapping functionality
Get instant access to detailed profiles of investment fi rms, their styles, asset allocation and their cross-asset class holdings
Pull up investor profiles on the fl y - to prep for your next eeting
BD MOBILE APPLICATION
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Get instant access to investor profi les of investment fi rms, manage yourschedule and input meeting notes - anywhere, anytime! Available on bothiOS and Android smartphone and tablet devices.
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