Fund Weighting Analysis

A good Global Shareholder Analysis should not just show you who is investing in your stock but also help you understand why they are investing.

It is equally important to understand whether they are likely to increase their investment, pare back their position, or even rotate out.

The Fund Weighting Analysis is designed to take a close look at the investing funds and determine their investment capacity.

By analyzing the fund’s exposure to the client, its peers, its sector and market, we can identify funds that could have the potential to acquire additional equity, or sell the equity they currently have.

This information is extremely valuable for targeting and road show activity, and plays a critical role in successful IR planning.