Registered Shareholders: How to Manage the Millennial Challenge

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Registered Shareholders: How to Manage the Millennial Challenge

In the next two decades registered shares will fall below 1% as registered shareholders sell, pass away or move accounts to brokerages. The paper presents 2 strategic options for corporate issuers.

Overview

The “Millennial Generation,” born in the 1980s and 1990s, is driving attrition in the registered shareholder base. Each year, a company’s registered shareholder base gradually declines as older shareholders pass away, sell shares, or move their accounts to brokerage platforms. 

In the next two decades registered shares will fall below 1% as registered shareholders sell, die or move accounts to brokerage platforms.  

Two viable strategic options are to:

1 ) Retain registered shareholders as long as possible to leverage their loyalty to the company

2) Accelerate attrition in the registered shareholder base to maximize service efficiency and reduce costs

In determining strategy, best practices include an in-depth analysis of the company’s shareholder base and corporate goals and a plan for managing the registered shareholders, while continuing to deliver best-in-class service to those who remain.

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