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Activist Analysis & Reporting

Learn more about Activist Analysis & Reporting
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Real-time visibility and executive-ready reporting that captures full economic exposure by activist actors, including equity, options and potential counterparty swap arrangements.

We align industry-leading experience, data and technology to provide trusted advisory support and reporting on shareholder activist accumulations. Arm your team with real-time visibility and executive-ready reporting that captures full economic exposure by activist actors, including equity, options and potential counterparty swap arrangements.

Learn more about our Activist Advisory solutions
REQUEST INFORMATION

Detailed Reports

Receive executive-ready daily and weekly activist settlement reporting and threat level analysis on key ownership movements, monthly activist ownership updates and support for the production of board report content.

Communications Advisory

We advise on internal reporting and communication, investor outreach and investor perception linked with potential activist strategies.

Real-Time Alerts

Receive real-time alerts on indications of activist holdings and real-time trading updates on aberrational equity and options activity.

Portfolio Visibility

Our specialists analyze $89B in activist equity assets on a daily basis to facilitate industry-leading activist portfolio visibility and best-in-class pattern recognition to track the who’s-who of shareholder activism.

Multidisciplinary Advisory

Activist advisory services give you access to a full strategic activist defense team that includes legal, PR, banking and proxy advisors.

Activist Resource Library

Our unique proprietary intelligence enables us to monitor 295 separate investors engaging in activist strategies.

Audience Intelligence

An S&P Global/Investis partnership delivers audience intelligence and provides real-time alerts on the activist due diligence performed on company websites.

See more services from our Investor Relations Solutions

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    Shareholder Identification

    Our in-house analysts and proprietary data sets enhance the efficiency and effectiveness of your IR activities using real-time shareholder intelligence, reporting and advisory support to establish a comprehensive view of your current shareholder base.

    LEARN MORE >

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    Stock Surveillance

    Understand the ''why'' that motivates the investors buying and selling your stock and receive proactive insights and explanations for unexpected shareholder movements.

    LEARN MORE >

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    Bondholder Identification

    Gain an accurate, up-to-date, comprehensive understanding of the investors holding your fixed-income securities, including how much they hold and their investment motives.

    LEARN MORE >

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    Beneficial Ownership Analysis

    Our audit-ready tax and regulatory reports enable you to accurately identify the levels of beneficial ownership in the U.S. and abroad in order to comply with certain IRS and SEC regulations, satisfy tax-treaty ownership tests and prepare for M&A activity.

    LEARN MORE >

Explore more of our integrated suite of IR solutions for corporate issuers

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Investor CRM

Streamline IR activities with BD Corporate, our powerful, easy-to-use workflow solution.
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Investor Targeting

Identify, target and engage investors who are compatible with your investment story.
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Perception Analytics

Understand how your investors and analysts perceive your company and what they expect going forward.
Learn More

IR Strategy and Advisory

Get expert guidance and planning for annual strategies, investor days, pre-IPO, M&A, and more.
Learn More

Corporate Governance

Benchmark and report on your ESG performance and target ESG-focused investors.
Learn More

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