Ipreo Workfl ow - FIRS · services provides our corporate clients with unparalleled cross-asset class surveillance, investor targeting, buy-side perception studies, transaction analysis

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.