BiDCOMP® / Parity®
BiDCOMP/Parity combines the industry standard competitive bid calculation and electronic bid submission systems. The BiDCOMP system allows underwriters to access deal information from a universal competitive sale calendar. They can then use that information to create bids. Combined with Ipreo's BiDCOMP platform, Parity offers a seamless way to prepare and submit bids on municipal issues:
- Bids are automatically checked against bid parameters
- Seamless integration with i-Deal's Parity system for bid submission
- One-click download to the i-Deal Bookrunning platform
- Flexibility to refine bid information up to the last minute, reflecting changing market conditions
Municipal Bookrunning
Ipreo's Municipal Bookrunning is the industry standard system for managing all aspects of the new-issue workflow for municipal securities, from Syndication to Trading & Settlement. Municipal Bookrunning serves all participants in the capital-raising process from a single, centralized platform.
- Senior-Managed Bookrunning and Wire System
- Electronic Order Entry
- One-time data entry
- Perpetual online history of all deal information, resulting in a complete database of your firm's primary market participations
- Real-time sharing of deal information, and electronic delivery of allocation & designation information by lead manager
- Straight through processing
Datasheet Downloads
Retail Bookbuild
Ipreo's Retail Bookbuild is a single, centralized platform that allows you to market all new-issue products, across all securities markets, to your retail brokers - whether you are a small wealth management division or a large global brokerage. The Ipreo Retail system is a seamless extension of Ipreo's Equity, Fixed Income, Municipal, and Structured Products platforms:
- Complete order management workflow, including trade execution
- Flexible architecture allows for customization to accommodate proprietary forms, processes & requirements
- Single access point for deal calendar, order entry, allocations & trade booking
- Comprehensive and flexible compliance solution
- Electronic document distribution and online views by multiple participants
Datasheet Downloads
Ingenuity Structured Products
Ipreo Ingenuity is a sophisticated software tool which allows you to design, market and trade Structured Products of all types.
Ingenuity is a highly flexible system that harnesses the power of your creativity to market even the most complex structures:
- Create new securities from a template or from scratch
- Distribute term sheets & reports to institutional and private clients
- Build a book of orders & perform allocations
- Deliver & track documents
- Create automated workflows to share information with various firm departments
i-Banker
iBanker is an electronic deal management solution that improves efficiency and communication for the entire deal team.
By automating manual, paper-based processes and document management, the deal team saves time and money on every transaction:
- Standardization of business processes with deal-specific templates and deal teams
- Deal Calendar provides a comprehensive cross-deal timeline
- Deal Checklist tracks time-critical tasks & sends electronic reminders to task owners
- Efficient and reliable document management and storage
- Deal reports serve as internal compliance audits
- Searchable deal archive
Capital Markets Analytics
Ipreo Capital Markets Analytics is consultative service focused on providing strategic intelligence on the equity capital markets. Our dedicated team of analysts assists investment banks with their origination and execution efforts by providing them with an understanding of their issuer's valuation, advanced institutional investor targeting anlysis, and perception studies to gauge the potential reaction to a major transaction or corporate event:
- Comprehensive institutional investor profiles for deal and non-deal roadshows
- Advanced investor targeting capabilities
- Shareholder activism intelligence
- Expertise in deals data and institutional ownership reporting
- Perception studies around individual companies or pre-/post- analysis to a transaction or event such as a merger, acquisition, spin-off, dividend policy change, or IPO
- Daily, weekly, and monthly market and sector commentary
Datasheet Downloads
i-Prospectus
Ipreo Prospectus is a full-service electronic document delivery and tracking system for Equity, Fixed Income and Municipal new issue transactions. Prospectus streamlines the delivery of pre-allocation documents and reduces the cost of issuance associated with the printing and mailing of hard copies. Ipreo Prospectus meets all SEC/MSRB requirements associated with electronic disclosure, and has been the leader in this process since its inception in 1997:
- Assembly of your documents and conversion to PDF
- Maintenance of your investor lists in a central email database
- Customizable email message to investors; unique encrypted address providing direct access to document (no attachment)
- Complete audit trail, including delivery date/time stamp, capture of bad email addresses, and archiving to meet retention requirements
- Private-labeled download page reinforces branding and uniform communication to investor community
Datasheet Downloads
ProspectusDirect
ProspectusDirect is a private-labeled prospectus library of public offerings - a branded alternative to direct investors for final prospectus retrieval. ProspectusDirect leverages the current regulatory environment to facilitate "Access Equals Delivery", allowing brand reinforcement and significant savings on print and mailing costs:
- Private-labeled site and email notifications reinforce your brand and your link to the customer
- Self-registration - no passwords
- Market and product filters allow for rapid document retrieval
- User-friendly search functionality on a wide variety of variables
- Supplements are linked to shelf filings for immediate access to issuance history
Datasheet Downloads
Muni Data & Analytics
Unlock the source. Ipreo’s data has been driving the municipal market and now the entire universe of municipal new-issue securities data is available directly from the source. Ipreo has launched an innovative web-based tool, which offers an easy-to-use interface, timely and accurate information, and broader depths of new-issue data previously unavailable to the marketplace. Ipreo’s state-of-the-art platform allows flexible screening and manipulation of data with the ability to create new analytics and comparisons.
- Easily Filter and Search extensive lists of items including deal, series, syndicate and scale (including coupons, pricing and CUSIP numbers), with speed and accuracy
- Quickly search from a select list of frequently used queries
- Preview your search results and search within the output
- Build reports from a comprehensive list of elements and easily re-run frequently-used reports
- Export into Word, Excel or PDF
Datasheet Downloads
Variable Rate Trading
Ipreo's Variable Rate Trading system provides access to both buy-side and sell-side users and allows remarketing agents to automate all aspects of trading variable rate instruments, including re-pricing and billing:
- Security master database for maintaining critical information on repricing, deal descriptions, fees and sinking fund schedules
- Access to real-time inventory positions
- Comprehensive reporting and customizable datafeeds
Datasheet Downloads
Institutional Equity Bookbuild
Equity Bookbuild is a comprehensive web-based platform for managing global equity new issues. Equity Bookbuild serves all participants in the capital markets and addresses the entire capital-raising process, from origination to final settlement. Our centralized platform simplifies the transaction process and facilitates the management of relationships & information-sharing across multiple constituents and offices:
- Comprehensive bookbuilding capability & joint book functionality
- Seamless integration with front & back office systems
- Flexible reporting capabilities
- Compliance monitoring & full audit trails
Datasheet Downloads
Directed Share Program
Ipreo's Directed Share Program transforms the highly manual DSP process into an automated, collaborative online platform that shares information seamlessly between Broker Dealers, Participants, and Issuing Companies:
- Communications module for inviting participants and tracking communications
- Participant monitor provides view of progress of all participants in real time
- View indications and enter allocations in the DSP book
- Participants interact electronically to view deal details & prospectuses, submit account forms & client agreements, enter indications of interest, and receive confirmation of allocation
Ipreo Investor Relationship Management (IRM)
Ipreo’s advanced investor relationship management (IRM) system is designed to increase the productivity of institutional sell-side professionals during critical morning and intraday call periods, in the office and on the road. Our platform serves all participants in the capital markets and addresses their operational and business management needs, while simultaneously delivering critical information, communications and analytical tools to research analysts, salespeople and traders, improving their productivity and effectiveness.
- Dynamically generate prioritized lists of "interested" clients and prospects based on triggers (morning call stocks, analyst recommendation changes, actionable items)
- Generate individual or blast emails from your contact lists with a single click
- Leverage detailed investment profile information on your clients, including geographic preferences, industry coverage, investment styles, market cap specialization, to make sure you are targeting your ideas to the right audience
- Integrated with Ipreo’s iPlanner & iConference applications to faciliate roadshow planning and marketing event management
- Ipreo’s system can be easily integrated with other platforms and databases, including Bigdough, the industry-leading source for institutional contacts and profiles
Datasheet Downloads
Ipreo Investor Relationship Management (IRM)
The Ipreo IRM (Investor Relationship Management) platform contains the most comprehensive, accurate and up-to-date profiles of institutional money managers and their holdings, including the most robust hedge fund data on the market. This dynamic platform is the newest version of the award winning Ipreo CRM, which is used by nearly every major investment bank in the world:
- Relied upon by over 8,000 Capital Markets professionals to manage their investor relationships
- Tracks changes to industry contacts or ownership and reports the results daily via email
- Profiles and "scouting reports" help prepare for road shows and meetings
- Flexible reporting facilitates communication of results to Senior Management and the Board
- Industry standard for outstanding customer service
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Bigdough
Built from the Bigdough reputation of offering the most comprehensive, accurate and up-to-date profiles of institutional money mangers and their holdings, including the most robust hedge fund data on the market. This dynamic platform is the newest version of the award-winning Bigdough Legacy platform, which is used by nearly every major investment bank in the world.
- Relied upon by over 8,000 Capital Markets professionals to manage their investor relationships
- Tracks changes to industry contacts or ownership and reports the results daily via email
- Profiles and "scouting reports" help prepare for road shows and meetings
- Flexible reporting facilitates internal communication and assessment of ROI from outreach initiatives
- Industry standard for outstanding customer service
Datasheet Downloads
Equity Deals Database
Ipreo's Equity Deals Database provides quick and accurate deal information, both real-time and historical. The Equity Deals Database offers custom league tables and a powerful query engine for sophisticated analysis:
- Deal Monitor includes custom calendar and list views
- Detailed filters to view deals by date, status, type, bookrunner, industry, country/region, or proceeds
- Drill-down to detailed deal snapshots
- Standard league tables include Quarter-to-Date and Year-to-Date tables
- Ability to create custom league tables grouped by bookrunner, co-manager, industry, or country
- Analyzer module allows advanced searching & filtering functionality
- Complex query & custom report functionality
i-Planner / i-Conference
iPlanner and iConference combine a global event management system for roadshows and other marketing initiatives with a conference management application that facilitates organization and execution of larger marketing events with target investors. Coordinators can manage the registration process for investors and companies, manage the presentation schedule, coordinate one-on-one meetings, as well as generate real-time schedule reports for attendees. iPlanner and iConference can be use stand-alone or as an integrated offering:
- Request & schedule meetings, and communicate in real time with coordinators and salespeople
- Calendar permissions control who can create & view events
- Integrate travel itineraries with event schedules
- Set-up fully online registration
- Allow sales to request one-on-one meetings on behalf of their accounts
- Resolve meeting conflicts easily
Datasheet Downloads
i-Synd Fixed Income Bookbuild
Ipreo's Fixed Income new issue system, i-Synd provides intelligent solutions for the primary markets, allowing a syndicate desk to interface in real time with sales, the issuer, investors and other members of the syndicate.
The i-Synd application can be customized to be branded and integrated into a firm's existing web portal. It combines orders from investors, salespeople and external syndicate members to provide them with an integrated and real-time order book view of borrowers' issues. Built upon a fully XML-tagged database, it is highly flexible, reliable and fast.
It has been used successfully by major firms and is widely recognized as the strongest solution in the market.
- Set up deal terms, associated tranches, deal documentation and participating syndicate members
- Enter order information and view orders from other syndicate members, coordinate allocation of orders, view graphical representation of order book, export order data and orderbook analytics
- Access details of all companies and legal entities stored on the system including investors, issuers, syndicate banks and internal subsidiaries
- Integrated permissioning system has a fully configurable structure to enable multiple users and different levels of access depending on their roles
- Compliant with new auditing regulations; ensures history of deal life cycle is captured
i-Synd is Ipreo's Fixed Income New Issue Bookbuilding application.
New issue bond distribution requires the fast exchange of high volumes of data between many users as well as the multiple firms in the syndicate. As market volumes continue to grow and deals are executed ever faster, efficient automation becomes a vital business requirement. i-Synd is a web based application that meets those needs and allows each step of the new issue process to be executed online.
Orders and data can be instantly communicated across the network in almost real-time. Each stage of a deal from early roadshows, syndication and sale right up until allocation, hedging, billing & delivery can be completed over it.
Thousands of users across the globe and in many firms can be permissioned with a full range of fine-grained permissions that give access to the deal simultaneously. For instance, the issuer of the deal can be allowed to see the orderbook building in close to real time, with a detailed graphical analysis. Potential investors can be provided with necessary documents and disclaimers, permissioned according to their location and compliance type. The entire system is logged and audited so that every click and event can be reviewed later if required.
i-Synd can be delivered in two formats, internal and hosted. As an internal application, it works as a fully white-labelled system, branded as required by the client and installed on internal servers behind the firewall. This can allow specific customisation of the software to a clients needs as well as integration with internal sign-on and settlement systems. Hosted i-Synd is our ASP version which clients can access remotely without any need for hardware purchases or installation.
Both i-Synd and i-Synd Hosted come fully integrated to IssueNet, Ipreo's new issue network hub. i-Synd dramatically speeds up new issue execution and cuts both the costs and risks of primary syndication. i- Synd is recognised to be the strongest solution in the market and fifteen major banks including Citigroup, CSFB, JP Morgan, RBS and Societe General use it in almost every deal.
IssueNet
IssueNet (formerly ICMA Match) provides a complete electronic communication service between Fixed Income Syndicate Desks.
The service enables the secure transmission of deal and order data, together with the management of supporting unique client ICMA IDs*. The service is built upon modern open standard technologies, the ICMA API*, which allow it to be linked to existing systems within each firm or accessed via a browser as required.
The service has one specific goal, which is to cut the costs and time involved in exchanging information and managing the fixed income deal flow:
- Deal Invitations: at the launch of a new issue, all details and legal terms of the transaction are transmitted to all the syndicate members, investors and data services. All invitations and acceptances are processed through IssueNet.
- Order Messaging: each permissioned syndicate member can submit Indications of Interest and orders into the book, together with any price limits and hedge or switch information. Duplicate orders are identified by the service and may be de-duped. All allocations and order changes are messaged automatically across the service.
- Each function on IssueNet is supported by the unique identifier codes which the service provides on behalf of ICMA.
* ICMA is the trademark of the International Capital Markets Association . Both the ICMA IDs and ICMA API are licensed from ICMA.
Entity Data Management (EDM)
Ipreo’s experienced Entity Management Team is responsible for the concordance of all entity lists, including those generated through Ipreo’s global proprietary research groups, as well as client or vendor files. As a service, our Entity Management group can process one-time mapping projects and ongoing daily maintenance of client lists to insure clients have the most up-to-date information available to them. Our entity maintenance covers all entities, from people to firms, mutual funds and securities.
- Our Entity Management group has extensive experience mapping internal and 3rd-party entities and relational data points
- Ipreo’s Entity Management Team has the combined experience of mapping tens of thousands of external client lists on behalf of both i-Deal and Marketpipe data offerings
- Offer one-time data cleansing projects including: Investor lists, Company data and Contact Management systems
- Enable mapped lists to be dynamically updated
- Leverage Ipreo’s cutting-edge EDM data quality to take advantage of time-series data, complex data relationships and hierarchal data elements
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Global Markets Intelligence
Led by the same people who revolutionized the market intelligence industry in the 1990s, our team of advisors is among the most experienced in the industry. Building on a thorough understanding of capital markets, our holistic capital structure approach allows us to provide our clients with a unique perspective of today's increasingly frenetic and challenging markets.
Ipreo's Global Markets Intelligence 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 (equity, debt, etc):
- Comprehensive, real-time ownership identification for all types of publicly traded securities
- Not just 'who' but 'why'
- Unique insights from key players in the investment community
- Innovative views into the interdependent components of a company's share value
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Shareholder ID
Most ID firms spend so much time on the snapshot of the shareholder base that they miss out on the intelligence. We know how to provide both. Ipreo conducts a full audit including: how your shareholders approach your sector; their weighted positions in your stock & in your peers; recent buy/sell activity, sector rotation, sector commentary, perceptions; and how firm buy/sell decisions relate to the wider market and your place in it.
- The most comprehensive ID wedded to the best peer group data & the best investor contacts database in the industry
- Detailed breakdown of firm position at beneficial/fund/mandate level
- 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
Datasheet Downloads
Perception Analysis / Buyside Intelligence
Ipreo's Perception Analysis provides actionable intelligence for companies to gauge investor sentiment about their company, their sector, recent market-moving announcements, and the broader market.
These studies provide valuable insight into the key factors and concerns that drive institutions' investment decisions. Our analysis examines perceptions both before and after important announcements or meetings, or as part of ongoing investor relationship management. Perception Studies contain both quantitative analysis as well as direct feedback from the buy side. Studies are delivered as 'Board-quality' presentations with detailed results and key excerpts from conversations with analysts and portfolio managers. A full script of the comments is provided separately.
The Ipreo's consultative team will present the study to senior management or key investor contacts in a face-to-face meeting to walk through the results and discuss any recommendations for changes to the investor communication strategy:
- Identification of key factors that drive institutional investors' decisions
- Analysis of investor expectations and concerns to ensure effective communication of the company story
- Advanced insight on likely investor reaction to announcements and events
- Marriage of quantitative data and direct feedback to provide a complete picture
- Leverages the best investor contact data in the industry
Datasheet Downloads
Investor Relations Websites
Hemscott IR has been a pioneer of online investor relations and corporate communications in the UK since 1995. We provide website solutions to over 540 companies ranging from AIM and smaller quoted companies through to large cap FTSE 100s. Companies choose Hemscott IR for our best-practice, regulatory compliant, award-winning solutions.
- Hemscott IR design, build, host and maintain best-practice corporate websites and investor relations centres.
- Our expert Account Directors advise on strategic online communication year round including webcasting and the latest user-friendly HTML and image-based annual report conversions for investors.
- A flexible offering provides off-the-shelf and bespoke interactive tools for share price, charting and financial data.
- Business and financial data can be automatically and dynamically updated in a timely and accurate manner.
- Proactive account management and technical support ensures that our solutions meet regulatory requirements such as AIM Rule 26.
- Enhanced visibility is achieved by using the leading financial website hemscott.com to drive retail and institutional traffic to our client sites.
Downloads
Further Information:
Rachel Sabine
Managing Director, European Corporate
+44 (0)20 7763 8228
Corporate Analytics and Targeting
Targeting Analysis, at some level, is a component of every Investor Relations program. 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 analyst 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.
Offering the most innovative quantitative and qualitative analysis in the industry, our experienced analysts help companies plan and execute effective investor outreach programs:
- Fundamental valuation analysis of a company's position amongst peers and the market
- In-depth ownership composition & analysis
- Advanced investor targeting for proactive investor outreach
- Profiles on investor targets providing detailed insight
- Predictive modeling of likely future institutional activity
- Insight into likely behavior and fit of existing shareholders
- In-depth screening processes focusing on business segments, market capitalization, investing fundamentals and macroeconomic data
- Innovative peer groups, creating the most complete view of the client, including unique situations
Datasheet Downloads
Situational Analytics / Predictive Analytics
Ipreo's Situational Analytics offers practical examination of a company's business strategy and special situations that could impact a company's valuation and market performance.
Our comprehensive analyses provides critical insight into expected shareholder reaction to significant events such as mergers, spin-offs, and shareholder activism. Our intelligence plays a critical role in enabling clients to fully understand what to expect from investors and how to position themselves.
Merger and Spin-off Situations:
- Examination of historical and pro forma valuations of the company, identifying significant changes as an asset
- Forecast of shareholder reaction to the scenario
- Thorough understanding of the short-term and long-term implications of the transaction
Investor Activism
- Valuable insight on prominent shareholder activists, which include hedge funds, pension funds, investment management firms and individuals
- Critical intelligence on the activist's trigger points and trends; in-depth analysis of both ongoing and past activist plays and outcomes
- Deeper understanding of the shareholder base to prepare for any potential opposition to proposed corporate actions
Corporate Actions
- Predictive analysis of shareholder reaction to crucial events such as a share buyback program or dividend policy adjustment
- Understanding of how being included in or excluded from an index or exchange will effect the capital pool available
Datasheet Downloads
Company Guru
The leading on-line resource, Company Guru provides an unsurpassed range of detailed data on financial performance, people and activities to help research and understand key UK businesses.
An intuitive search engine allows clients to examine our extensive, constantly updated data using a range of criteria and view the results in clear reports and tables easily downloaded into excel or presentations.
Choose the key information modules that matter to your business:
- Quoted company data
- Comprehensive profiling of directors and officers
- News announcements
- Immediate updates and alerts
Directory of Directors
With over 44,000 directors and officers of over 12,000 companies profiled, this publication has long been the industry bible.
Now an on-line version allows searches by sector, name, company and location, making it a more valuable tool than ever before. With easily printable or downloadable pdf profiles that include photographs, career history, education, interests, contact details and other directorships, your company can find and understand prospects, clients or keep up to date with the market changes.
Updated monthly and with tools to allow the easy creation of contact lists, this is more than a directory, it's an asset.
25 Hemscott.com
Hemscott.com is a free service that contains financial data and key company information. The data is derived from source materials such as:
- Annual Reports and Company Announcements
- Ratios
- Executive and Non-Executive Directors
- Regulatory News (RNA)
- Email News and Price Alerts
- Latest Results
- Company Key Dates and more
Hemscott.com contains
- Company Fundamental Data - Covers in-depth information on Accounts & Ratios, Share Prices, Share Trades, Share Price Chart, Broker Sentiment, Shareholders, Directors, Director Dealings, Company News, Key Dates, Company Reports, Contact Details and Advisors
- Company Prices - Includes Sector Prices, Index Prices, Risers & Fallers and Covered Warrants
- Market Information - Includes UK, US and World Markets, Commodities, Currencies and HeatMaps
- Latest News - Taken from the RNA and TFN. Hemscott also offers an independent market view via it's News Comment page with articles written by in-house journalists that give expert analysis on the latest breaking story.
- Advisors - This shows all advisors and their respective list of quoted UK and Irish companies.
- Library - Scroll through financial related brochures that are free and will help you on your quest for greater investment gains.
- My Money - Make the most of your money with our interactive search tools from leading providers. Search for the best deals on credit cards, loans, saving and current accounts.
- My Time - If you have spare time this is the page to come to. Enjoy a spot of Sudoku, plan your dream holiday, read-up on a buyer's guide to wine or join our forum to discuss the latest financial market issues.
Hemscott Premium
As always with Hemscott, good service means really understanding the challenges and refining the objectives. We're proud of our consultancy service - it makes the difference between a good website and an outstanding one.
With our award-winning design and build team, we can handle anything from seamless integration with your current brand identity to new, cutting-edge design.
Highly experienced account and project managers deliver an on-time, pain-free solution. Where required, they will advise on content and also provide access to our skilled editorial and copywriting team.
We have the capability to handle everything from the design and build to the hosting and maintenance of your corporate website. We can update or we can provide you the CRM tools to handle it yourself. You choose the service level appropriate to your business needs.
27 Fundamental Data
No other company has such a breadth of information as Hemscott: accurate, timely and in-depth data from UK, Irish, US and Canadian companies.
Fundamental data is updated constantly: share prices streamed second by second; reports input as they are published by our teams of researchers and regulatory news updated in real time.
Hemscott is uniquely flexible because we own so much of the data we supply and have developed cutting edge tools to analyze, deliver and report in a format that suits our clients. From custom builds to our market-leading services, from director profiling to share-price shifts, there's a Hemscott solution to help your company maximise the opportunities of the information era.
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US Daily Prices and History
The U.S. Daily Prices & History database consists of:
- Fully adjusted stock prices for all listed equity securities in the United States.
- International Pricing, which is available upon request through our partnership with Telekurs Financial.
All prices are fully adjusted for stock splits and dividends. Historical split factors are also provided.
North American Industry Groups
The North American Industry Groups database is based on Hemscott's proprietary Industry Groups classification system.
The system is comprised of 9 macroeconomic sectors, 31 business segments and 215 industry groups. Each of the 215 industry groups may be broken out as a separate index with its own return calculation. These categories apply to both U.S. and Canadian companies.
Within the database, each company is assigned to a specific Industry Group. Once a company is classified, its financial data becomes part of the aggregated industry financial statement - weighted by the company's market capitalisation.
Clients can select and view aggregate financial data by Sector, Segment or Industry, and can also find individual company data within a specific Industry Group for company-to-industry comparisons.
US Executive Compensation
The U.S. Executive Compensation database provides comprehensive information on:
- Salaries
- Cash compensation
- Option grants
- Other stock-related compensation
- Auditor fees
These are as reported in the Annual Meeting Proxy Statements or Form 10-K, filed with the U.S.Securities and Exchange Commission.
The database currently provides compensation data for directors and officers of U.S. public companies. In addition to the detailed information from corporate company proxies, the Executive Compensation database also takes key financial performance data from Hemscott's U.S. Company Fundamentals database.
This additional data allows for richer analysis using a variety of methodologies:
- Analysis of historical compensation over time
- Compensation to company performance (as defined by stock price performance)
- Analysis of industry compensation trends.
Digital Dim Sum
Hemscott creates custom financial data packages to meet the needs of our clients.
Digital Dim-Sum services utilize our extensive terabyte-size data warehouse of current and historical fundamental, technical and pricing data on publicly traded stocks from North American exchanges, 215 industry groups and most major market indicators.
Custom research projects may involve screening, ranking and sorting data for use in various report formats, including charts and tables, according to the client's needs. The service is available for clients who require customized solutions to solve complex data requirements that may require searching and screening on a variety of variables, running internal Value at Risk Models or other risk monitoring processes, or maintaining complex internal research data repositories.
For re-distributors, we can build a unique, highly customized data set that meets your web or software application needs and standards. Data can be provided on a daily, weekly, monthly or quarterly basis.
Corporate Performance Graph
This product allows CFOs, Treasurers, Controllers or Investor Relations Officers to meet the reporting requirements of the U.S. Securities & Exchange Commission - mandating SEC-registered companies to file an Annual Meeting Proxy Statement with company performance graphics.
Over 1,000 major corporate clients have relied on our service since the advent of this ruling in 1992. Hemscott is one of only a few officially licensed re-distributors of the S&P Total Return Index data for both the S&P broad market indices and the S&P industry group indices.
The Corporate Performance Graph presents a company's five-year cumulative total return (including dividend reinvestment) versus the return of its peer group index and versus the overall market index. In addition to the chart, each client receives the underlying data points and the list of peer group companies as supporting documentation.
Client orders are delivered within 48 hours by e-mail, fax or FedEx. Hemscott will expedite turnaround time upon request for an additional charge. The CPG is available in standard or various customized formats.
Company Dossier Reports
In order to succeed in today's fast-paced marketplace, access to key company information, such as historical performance measurements, growth rates, and executive compensation information, is critical to stay ahead of the competition.
Hemscott has been a leading independent provider of financial data for over 30 years and we have remained competitive by continuously building and maintaining our rich database of historical financial and stock price technical information on North American publicly traded companies, 215 industry groups and major equity markets.
To ensure that our clients are able to make informed decisions, we have partnered with Wall Street On Demand, a company specializing in providing financial research to consumers, in order to deliver our comprehensive, high-quality data in professional, easy-to-read Company Dossier Reports.
Core Compensation
Executive officer and director pay packages have come under increased scrutiny in recent years. Institutional analysts, individual investors, shareholders and corporate stakeholders want visibility into how corporations compensate their top executives and board of directors. Corporations find themselves needing to comply with recently enacted laws, such as the Sarbanes-Oxley Act, which are intent on strengthening corporate governance and providing accountability for pay packages. There is strong interest in executive compensation and how an individual's pay package compares to industry peers and relative stock performance.
CoreCompensation is a one-of-a-kind product that provides users with the tools necessary to search across an extensive and growing database of more than 6,000 companies and 50,000 executives.
Our extensive company and executive coverage provides a much more representative sample of all public companies and a better peer analysis capability. This superior coverage allows you to see truly representative statistics for any of over 200 discrete industry groups across 12 economic sectors.
The database includes a unique person identifier that provides direct linkages between executives and the companies they are related to. Visibility into the relationship between corporations and their inside and outside directors is easily accessible. Additionally, direct links to the original regulatory source documents are available providing further detail and context with the click of a mouse.
The CoreCompensation product provides powerful searching tools to identify companies, industries, executives or full- text documents that meet your specific criteria. There is no limit to the number of search criteria that may be included in a query. Display of search results dynamically returns the data meeting the specific criteria entered and the result can be then be downloaded into an Excel spreadsheet.
CoreCompensation is built to be easy to understand and use. It provides the user with robust searching tools and is not overly complex or difficult to navigate. Essentially, the product is designed to require no training and to allow users to immediately glean benefits from conducting executive compensation research. Search results dynamically returns a variety of compensation, company reported financial items and calculated financial performance metrics.
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Core Reference
Business information data needs to be easy to read, quick to download and up-to-date in order to be relevant to professionals.
As an information professional, it is also important to have cost effective tools packaged with high quality content. Hemscott has addressed these needs and now offers its extensive historical databases of company financial data, historical stock prices and executive information directly to the end-user's desktop through CoreReference.
CoreReference (www.corereference.com) is a web-based application that allows you to screen across public companies using a variety of financial, pricing, valuation, executive name and compensation criteria. Various standard reports are available for quick display of detailed as-reported annual and quarterly financial statements, stock price charts and company lists, annual and quarterly business segment financials, officer and director information and summaries of stock ownership, dividends and short interest.
CoreReference is updated on a daily basis to provide latest stock price data and pricing calculations data. The timeliness of our financial data is a cornerstone of our business and the CoreReference product.
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