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Shareholder Data Services

Convert data into intelligence

Drive results with actionable shareholder insights. With a data-driven focus, companies can optimize their proxy campaign to deliver a successful outcome, gain insight into their entire shareholder base, create targeted communications and measure the results.

New insights are revolutionizing the proxy process

Understand what segments of shareholders voted for and against. Target shareholders who are likely to vote in favor of management with a suite of products and services designed to increase participation.

Monitor Progress
and Adjust

Detect Early
Warning Signs

Benchmark with
Peer Groups

Understand how
shareholders vote

Anticipate Results

Magnify
Your Message

Make informed, data-driven decisions

New insights, combined with more sophisticated analytical tools, enable companies to understand shareholders and their behavior, monitor daily voting results, and efficiently target management-friendly shareholders.

How We Can Help

Let our team help you achieve your goals

30%

Of shares are held by retail holders.

87%

Of retail shares are voted favorably on Executive Compensation.

72%

Of retail shares remain unvoted.

Using Technology for Better Shareholder Engagement

Using Technology for Better Shareholder Engagement

Retail Investors

What Retail Investors and Ohio Politics Have in Common

ProxyPulse 2017

ProxyPulse™: Proxy Season Review

How Demographic Data Can Support Shareholder Engagement Strategies

How Demographic Data Can Support Shareholder Engagement Strategies

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what’s next for you

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