Investor Targeting

Targeting Analysis, at some level, is a component of every Investor Relations programme. However, the true value of Ipreo's service comes from the depth of the analysis, the quality of the contacts you receive, and the level of support you have access to. Ipreo leverages unparalleled knowledge of the buy-side and sell-side communities to provide clients with continuous evaluation of the investing landscape for effective investor outreach:

Full Service Targeting

  • Expert, research-based targeting analysis from dedicated and experienced analysts
  • Fundamental valuation analysis of a company's position amongst peers and the market
  • Ipreo's Suitability Scores® provide a quantitative measurement of investor fit to a company's fundamental profile
  • In-depth ownership composition and analysis of behaviour and fit, including potential shares at risk
  • Profiles on investor targets and predictive modeling of likely institutional activity
  • In-depth screening processes focusing on business segments, market capitalization, investing fundamentals, liquidity and macroeconomic data

Online Investor Targeting (Buyside IQ)

  • Quantitative research on institutional portfolios (firms & funds)
  • Advanced ranking metrics to identify which portfolios are the best candidates to own your stock
  • Search for institutions and funds based on Suitability Scores®, Purchasing Power, Market Cap Exposure, Industry Exposure and Country Exposure
  • Institutional targeting profiles for proactive and informed outreach
  • Intuitive interface with robust query and reporting functionality