RD:IR Provides Accurate, In-Depth Shareholder Analysis

Great shareholder analysis is the basis of any IR strategy. It is the foundation of our business and we are renowned experts in this area, with over 600 UK and international clients employing RD:IR’s services.

We provide evidence-based, in-depth, accurate shareholder analysis which is delivered via our proprietary online platform, IR InTouch or in Excel / PDF formats, according to client requirement. Our shareholder analysis data links seamlessly to our investor CRM data in IR InTouch to provide a complete online investor relations service.

The methodology we use for our analysis depends on the domicile of the client. We make enquiries to custodian banks and other shareholders using the powers provided to the company under the relevant domestic legislation and/or the company’s own articles, supported by direct approaches to investors.

Our research team augments the data provided by our shareholder analysis research to provide our clients with intelligence on their investors, in terms of their location, type, investment style and investment behaviour.

Our standard analysis reporting can be tailored to our clients’ exact requirements in terms of structure and presentation.

UK listed companies

RD:IR’s shareholder analysis is supported by a dedicated Companies Act Section 793 administration team that is experienced in sourcing ownership data from investors, custodians and banks throughout the world in line with the provisions set out in the Act. We maintain a continually researched index of nominees, funds and fund managers.

Our insights into the structure of UK company registers and how they are traded help us provide highly granular analysis of shareholders in terms of:

  • Stock-lending
  • Market & index weightings
  • Short trades
  • Activist positions
  • Platform usage (for investment companies)

We offer a complete s808 register maintenance and public inspection service in compliance with the 2006 Companies Act

Internationally listed companies

RD:IR offers shareholder analysis services to public companies in any domicile, with any listing, with the methodology for our investigation varying accordingly. We are transparent about the depth and accuracy we can provide, as these qualities depend on the company’s domicile and legal status.We can advise any company on how best to achieve good share identification using a combination of domestic law and corporate structure.

In markets where we have the powers under the domestic legislation to interrogate shareholders as to the underlying ownership of their holdings and/or where there is a list of registered shareholders (for example, Australia, South Africa, Norway etc), we run a “bottom-up” research process, whereby we make enquiries and analyse registered positions, which is “topped up” by enquiries to investors directly to confirm their holdings.

In “bearer share” markets or markets where this is little or no transparency of ownership of the share register, we run intensive research campaigns to investors (front and back office) to identify shareholders and their funds, topped up by enquiries to custodians, banks and funds.

 

To make an enquiry regarding RD:IR’s shareholder analysis service please contact Sarah Blackshaw on +44 20 7492 0533 /  sarah.blackshaw@rdir.com

RD:IR expands into Southern & Eastern Europe

Press Release:

Leading global investor relations consultancy, Richard Davies Investor Relations (RD:IR), is delighted to announce that Anthony Rochman has joined the team to the newly created position of Head of Sales (Southern & Eastern Europe). Anthony brings with him a wealth of experience, having worked in the financial markets, beginning as a stockbroker sales trader and more recently with a global financial data provider, selling technology to investment banks and broking houses.

A fluent multi-linguist, Anthony has forged strong business relationships with a range of European clients over his career and is looking forward to introducing RD:IR’s bespoke IR-related analysis, research and advisory services to businesses across Southern and Eastern Europe.

Anthony’s appointment is part of a wider strategy by RD:IR to position itself as a global leader within IR consultancy and IR services.

Richard Davies, Managing Director of RD:IR, said, “I am thrilled that Anthony has joined us. This is a particularly exciting time in the company’s development as we expand into international markets. Anthony has a depth and breadth of knowledge of the capital markets which we look forward to applying to our client’s needs.

Anthony’s role in evolving the company strategy and raising awareness of RD:IR’s products and services in Europe will be invaluable.”

Asked to comment on his new role, Anthony said, “The role is a natural progression in terms of my career path and I am very excited to develop existing and new relationships on behalf of RD:IR with issuers across Europe.”

To speak to Anthony regarding RD:IR’s IR related services for the European market, please contact him on Anthony.Rochman@rdir.com or +44 20 7492 0553 / +44 77 6927 9296

ENDS

 

For further information please contact:

Richard Davies, Managing Director
+44 20 7492 0501 or Richard.Davies@rdir.com

Sarah Blackshaw, Head of Marketing
+44 20 7492 0533 or Sarah.Blackshaw@rdir.com

Dutch IR Awards 2015

Yesterday evening saw the eighth annual Dutch IR Awards 2015 take place in the capital, hosted by The Dutch Society for Investor Relations (NEVIR). For the first time, RD:IR was a proud sponsor for the evening and MD, Richard Davies and International Marketing Manager, Elleke Wiewel, were in attendance to watch the event unfold at the Amsterdam ArenA.

The awards were presented to Dutch companies and professionals that excel in maintaining their relationships with investors and analysts by means of good and clear disclosure, accessibility, knowledge and loyalty. Prizes were awarded for Best Company in the field of IR and Best IR Professional and winners were selected by an independent specialist jury.

 

Winners

Best Company

AEX listed (Large cap) – ASML

AMX listed (Mid cap) – Arcadis

AScX listed (Small cap) – Overig Grontmij

 

Best IR Professional

AEX – Martijn Schuttevaer, Boskalis 

AMX – Joost Slooten, Arcadis 

AScX/Other – Carl Hoyer, Wessanen

 

NEVIR Winners

According to the jury “the winners stood out by matters such as continuity in IR policy, know-how of the IR professional and the quality of both the financial and non-financial reporting”.

This year an additional prize was awarded; for the first time, a so-called life-time achievement award was
presented. This prize was awarded to Huub van Rozendaal, CFO of Sligro, who in the Jury’s opinion, demonstrated to recognise the importance of investor relations and is continually appreciated by his stakeholders.

 

RD:IR would like to congratulate all the nominees and winners at the Dutch IR Awards 2015.

 

Merry Christmas!

 

Merry Christmas

&

Happy New Year

 

from all at

 

 

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