Surveillance

Ipreo surveillance is an ongoing retainer-based consulting service that focuses on understanding institutional shareholder movements while providing a complete view of all factors contributing to the underlying valuation of a company's entire capital structure, including equity, debt, etc. Ipreo's ability to offer clients a global understanding of their shareholder base is unparalleled. Unlike other firms that specialise in the delivery of publicly available data, our approach is proprietary and research-based, resulting in the most accurate and actionable shareholder and bondholder intelligence available.

  • Focus on understanding institutional shareholder movements - not just "who" but also "why"
  • Integrated examination of a company's capital structure
  • Cross-asset class analysis, including Fixed Income securities
  • Narrative showing actual position against recent public activity
  • Breakout of major players in each firm with their holdings in stock and peers, fund by fund
  • Benchmarking and weighting of peer group by region
  • Accurate gauge of demand analysis for your stock and sector
  • Daily, weekly, and monthly reports delivered in real-time via BD Corporate
  • Global intelligence provided by Ipreo's team of over 120 researchers and 70 analysts in Hong Kong, Tokyo, New York, Washington, London, Paris, Vienna, Frankfurt and Cape Town