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Products

    Investor Relations
    Strategic Advisory
    Compliance and Ethics
    Governance
    Market Communications
    M&A Transactions
    All Products

IR & Market Transparency

  • IR.Manager

  • Shareholder Analysis

  • LiveEquity

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IR.Manager

The Investor Relations CRM that powers smarter targeting

Shareholder Analysis
Shareholder Analysis

Gain deeper insight into your shareholder base

LiveEquity
LiveEquity

Make your IR website the source of truth for investors

Discover related certifications

Investor Relations Certification Programme
Capital Markets Compliance and Integrity Manager Certification Programme

Post Listing & ESG Advisory

  • Post Listing Advisory

  • ESG Advisory

Post Listing Advisory
Post Listing Advisory

Navigate the capital markets with expert, actionable insights

ESG Advisory
ESG Advisory

Fuel your ESG efforts with expert insights

Need a different solution?

Power your investor relations, governance, compliance and corporate communication—all from a single secure, professional-grade portal.

Explore the portal

Regulatory Compliance & Insider Management

  • InsiderLog

  • IntegrityLog

  • LEI Services

InsiderLog
InsiderLog

Simplify MAR insider list management

IntegrityLog
IntegrityLog

Secure, compliant whistleblowing software

LEI Services
LEI Services

LEI Services helps financial market participants meet regulatory requirements with confidence across borders

Discover related certifications

Investor Relations Certification Programme
Capital Markets Compliance Programme

Governance

  • Admincontrol Board Portal

  • Admincontrol Board Evaluation

  • Admincontrol Competence Assessment

Features

Admincontrol Board Portal
  • Meetings & Agenda Management
  • Dashboard
  • E-Signatures
  • Access Control
  • Board Pack
  • Document Management
  • AI Agenda & Minutes Drafting
  • AI Search

    New

  • AI Executive Summaries

    New

All Board Portal features
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Admincontrol Board Evaluation

Gain a clear view of your board’s effectiveness with structured evaluations

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Admincontrol Competence Assessment

Help your bank move beyond compliance.

Market Communications

  • EngageStream

  • EuroStockNews

  • Palazzo Mezzanotte

Features

EngageStream
  • Broadcast-Quality Streaming
  • AI Subtitles & Multilingual Events
  • Audience Engagement
  • Event Analytics & Audience Insights
  • Event Management & Customisation
All EngageStream features
EuroStockNews
EuroStockNews

Ensure timely market disclosures

The Palazzo Mezzanotte
The Palazzo Mezzanotte

Host world-class events in an iconic Milan venue

Need a different solution?

Power your investor relations, governance, compliance and corporate communication—all from a single secure, professional-grade portal.

Explore the portal

M&A Transactions

  • Admincontrol Data Room

  • Admincontrol Deal Hub

  • Admincontrol Preparation Portal

Features

Admincontrol Data Room
  • Due Diligence Templates
  • Task Manager
  • Security & Access Control
  • Q&A Management
  • Activity Reports
  • AI Search

    New

  • AI Executive Summaries

    New

All features
Deal Hub preview
Admincontrol Deal Hub

Self service data rooms & multi project management

Preparation portal preview
Admincontrol Preparation Portal

Sell-side staging room to prepare due diligence

All Products

  • IR.Manager

  • Shareholder Analysis

  • LiveEquity

  • Post Listing Advisory

  • ESG Advisory

  • EuroStockNews

  • EngageStream

  • Palazzo Mezzanotte

  • LEI Services

  • IntegrityLog

  • Admincontrol Board Portal

  • Admincontrol Board Evaluation

  • Admincontrol Data Room

  • Academy

Discover the IR portal

Power your investor relations, governance, compliance and corporate communication—all from a single secure, professional-grade portal.

Explore the IR portal

AI

    AI for boards
    AI for deals

AI for boards

  • AI Agenda & Minutes Drafting
    Draft and structure faster.

  • AI Search
    Search every board document.

    New

  • AI Executive Summaries
    One-click document summaries.

    New

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AI Agenda & Minutes Drafting

AI-powered edits, improvements, and structure.

ai_search_feature_preview_1x
AI Search

Semantic search across board packs, minutes and historical decisions.

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AI Executive Summaries

Standalone summaries for PDF, Word and PowerPoint files.

AI for deals

  • AI Search
    Search the whole data room.

    New

  • AI Executive Summaries
    One-click document summaries.

    New

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AI Search

Hybrid vector and keyword search across every file in the data room.

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AI Executive Summaries

Standalone summaries for PDF, Word and PowerPoint files.

Solutions

    Capital Markets
    Compliance and Governance
    IR & Corporate Communications
    Learning

Capital Market Readiness & Successful Listing Journey

Turn investors into long-term partners
Strengthen Investor Relationships

Turn investors into long-term partners

Transform shareholder knowledge into strategic advantage
Transform shareholder knowledge into strategic advantage

Simplify shareholder management. Understand and track ownership changes with ease. Enhance transparency.

Real time share price
Showcase your share price in real-time

Engage investors with real time share prices & live stock feeds. Utilize an interactive share price dashboard to display accurate market data.

Navigate capital markets with insights
Post Listing Advisory

Leverage capital market insights and professional advisory services to navigate complex markets.

Planning & Executing the IR Program
Planning & Executing the IR Program

Strengthen your IR strategy with integrated tools that connect targeting, ownership analysis and strategic advice.

Preparing for an IPO
Preparing for an IPO

Lay the foundation for a successful market entry with a trusted suite designed to support compliance, transparency and stakeholder engagement at every stage of your IPO journey.

Investor Engagement & Targeting
Investor Engagement & Targeting

Reach the right investors and drive engagement with real-time data and insight-led outreach.

Post-IPO Market Positioning
Post-IPO Market Positioning

Stay visible and aligned with investor expectations as you mature on the public markets.

Preparing for a Capital Markets Day
Preparing for a Capital Markets Day

Deliver a compelling narrative at key investor events with data, targeting and messaging support.

Communicating Financial Results & Key Disclosures
Communicating Financial Results & Key Disclosures

Deliver accurate, compliant and compelling financial communications across all digital channels, while reinforcing investor confidence.

Need a different solution?

Our comprehensive platform provides the essential tools for investor relations, compliance, and governance.

Contact us

Regulatory Compliance & Corporate Governance

Ensure MAR compliance & manage insider lists
Ensure MAR compliance & manage insider lists

Achieve MAR compliance with robust insider list management. Navigate EU Market Abuse Regulation requirements, reduce risks, & enhance corporate governance.

Monitor employee personal trading activity
Monitor employee personal trading activity

Enhance compliance with robust employee trade monitoring tools. Prevent insider trading, enforce trading policies, and maintain market integrity.

Establishing secure, online whistleblowing channels
Establishing secure, online whistleblowing channels

Ensure whistleblower protection with secure reporting channels. Utilize anonymous reporting tools, maintain confidentiality, and meet compliance standards.

Stay compliant with global LEI requirements
Stay compliant with global LEI requirements

Manage your LEI compliance efficiently with our LEI solutions. Conduct accurate LEI code lookups and meet international standards.

Run secure & efficient board meetings
Run secure & efficient board meetings

Optimise your board meetings with secure & efficient board meeting software.

Ensure fast & compliant market disclosures
Ensure fast & compliant market disclosures

Simplify regulatory disclosures, strengthen governance, and support a transparent disclosure strategy.

Comprehensive MAR Compliance
Comprehensive MAR Compliance

Achieve full MAR compliance with a complete solution suite covering insider list management, employee personal trading processes and market disclosures.

Comprehensive Regulatory Compliance
Comprehensive Regulatory Compliance

Deliver full compliance coverage from your internal ethical culture to external regulatory obligations with an integrated compliance suite.

Governance & Ethical Oversight
Governance & Ethical Oversight

Support robust board governance and ethical conduct with integrated tools for secure collaboration, transparency and accountability.

Multi-Jurisdictional Regulatory Compliance
Multi-Jurisdictional Regulatory Compliance

Ensure compliance across borders with integrated solutions that meet regulatory demands in multiple jurisdictions.

Executive Leadership & Board Efficiency
Executive Leadership & Board Efficiency

Empower executive teams and board members with secure, collaborative tools that enhance governance, oversight and ethical leadership.

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Accelerate M&A deals while protecting sensitive data

Everything you need to manage complex transactions with confidence.

Need a different solution?

Our comprehensive platform provides the essential tools for investor relations, compliance, and governance.

Contact us

IR & Corporate Communications

Communicate updates with engaging webinars and webcasts
Communicate updates with engaging webinars and webcasts

Protect your reputation and ensure regulatory alignment with secure, responsive solutions designed for times of heightened scrutiny.

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Stage an Investor Day worthy of your strategy

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Run a flawless AGM your shareholders will remember

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Deliver every earnings call with absolute precision

Crisis Response & Reputation Protection
Crisis Response & Reputation Protection

Protect your brand with advanced reputation management and crisis response tools.

Leadership Communication
Leadership Communication

Enhance corporate messaging with trusted delivery, sustainability alignment and secure governance tools.

Secure Board & Committee Communications
Secure Board & Committee Communications

Strengthen boardroom governance with secure digital tools for collaboration and compliance.

Need a different solution?

Our comprehensive platform provides the essential tools for investor relations, compliance, and governance.

Contact us

Learning & Upskilling in Capital Markets

Gain expertise in capital markets communications
Gain expertise in capital markets communications

Enhance decision-making, understand market trends, and drive strategic growth.

Gain essential compliance knowledge
Gain essential compliance knowledge

Advance your career with expert-led compliance courses & certification programs.

Professional Development & IR Expertise
Professional Development & IR Expertise

Strengthen internal IR capabilities and sustainability knowledge with expert-led learning and tailored support.

Bespoke in-person training
Bespoke in-person training

Build expertise with bespoke compliance training and governance courses.

Need a different solution?

Our comprehensive platform provides the essential tools for investor relations, compliance, and governance.

Contact us

Resources

    Academy
    Resource Centre
    Blogs and News
    Events
    Glossary
    Success Stories

Academy

Class in training session
View all courses

Browse our IR, Compliance and Governance professional development courses and certifications

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Bespoke training

Develop the exact skills your team needs to succeed in capital markets

The image depicts a modern office environment where a diverse group of professionals is engaged in a collaborative meeting A large conference table is surrounded by men and women in business attire with laptops and documents spread out bef

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Our certification programmes

Stay ahead with widely recognised certifications

Man and woman in training session
IR Certification Programme

Build trust through expert IR communication

Training session in progress
Capital Markets Compliance & Integrity Manager Certification

Navigate today's complex regulatory environment with confidence

ESG strategy in action
ESG Coaching

Learn sustainability strategy from ESG experts

Group training session
MAR training

Dedicated training for compliance officers and employees of issuers

Official documents
Whistleblowing training

Help your employees understand their obligations and potential sanctions

Need a different solution?

Our comprehensive platform provides the essential tools for investor relations, compliance, and governance.

Contact us

Resource Centre

Need a different solution?

Power your investor relations, governance, compliance and corporate communication—all from a single secure, professional-grade portal.

Explore the portal

Blogs and News

Need a different solution?

Power your investor relations, governance, compliance and corporate communication—all from a single secure, professional-grade portal.

Explore the portal

Events

Need a different solution?

Power your investor relations, governance, compliance and corporate communication—all from a single secure, professional-grade portal.

Explore the portal

Glossary

Enrich your compliance vocabulary and gain a deeper understanding of regulatory compliance terminology.

Need a different solution?

Power your investor relations, governance, compliance and corporate communication—all from a single secure, professional-grade portal.

Explore the portal

Success Stories

Learn how publicly traded and private companies are strengthening their corporate governance, streamlining compliance, and enhancing investor engagement.

Need a different solution?

Power your investor relations, governance, compliance and corporate communication—all from a single secure, professional-grade portal.

Explore the portal
Schedule Demo
Investor Targeting & Screening

Stop reaching out at random. Target the investors who already look like your base 

  • Screen the investor universe by style, sector and position size.
  • Qualify and prioritise a prospect list ahead of every roadshow.
  • Compare your current shareholder base to your potential target.

     

IR.Manager - Investor targeting 1

Targeting built on investment criteria, not on who answers the phone

Most IR teams reach out based on who picks up, not on who should actually be investing. Investor targeting flips the logic - start from investment criteria (style, sector, ticket size, ESG) to build a qualified list before making a single call. 

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More effective roadshows

A list of 15 relevant funds beats 100 cold contacts. 

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Less wasted time aaaaaa

Qualifying upfront avoids off-target meetings. 

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Calibrated messaging

Knowing a fund's style before the call lets you adapt the pitch. 

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Measurable follow-up 

Track how many targeted prospects became shareholders. 

INVESTOR TARGETING & SCREENING

From an investor universe to a ready-to-go roadshow list

1 Step 1

Define

Set targeting criteria: style, sector, size, region.

2 Step 2

Screen

Run the investor universe through those criteria.

3 Step 3

Qualify

Tag and prioritise prospects by relevance.

4 Step 4

Export

Send the qualified list into the roadshow plan.

SCREENING

A filter that speaks the language fund managers use

Investment style, AUM size, sector exposure: screening criteria mirror the way investors themselves define their mandates. 

  • Filters by style, AUM size and sector exposure.
  • Match score for each investor.
  • Save reusable targeting profiles.
See it in action →
IR.Manager - Investor targeting 2

SHAREHOLDER COMPARISON

See the gap between who holds and who should hold

Comparing your current shareholder base to the targeted universe immediately reveals which investor categories are under-represented in your base. 

  • Compared view of current base vs potential target. 
  • Global institutional investor directory. 
  • Alerts on new funds matching your profile.
Compare my shareholder base →
IR.Manager - Investor targeting - 3

DATA QUALITY 

Targeting built on recognised market data

Screening draws on established financial data sources, updated continuously. 

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FactSet data

Investor universe enriched with third-party market data.

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Built-in-ESG filter

Combine financial targeting with Morningstar sustainability data. 

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Global coverage

An institutional investor directory at a global scale.

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Continuously updated

Investor profiles are refreshed on an ongoing basis. 

 

Integrations
FactSet Morningstar Shareholder Analysis CSV/Excel export

Build your next roadshow list with us 

An IR.Manager specialist will show you how to define your criteria and screen your investor universe. 

Request a demo

FAQ

What data does the targeting rely on?

Targeting combines FactSet market data with proprietary Euronext data, updated on an ongoing basis. 

Can we target by ESG criteria alongside financial ones?

Yes, ESG criteria from Morningstar can be combined at any time with standard financial filters. 

Does targeting work for a small or mid cap with limited coverage?

 Yes. Screening remains relevant even for stocks with limited analyst coverage, as it relies on fund mandate criteria rather than current coverage. 

Can we save several targeting profiles?

 Yes, you can create and save as many targeting profiles as you need, by roadshow or by objective.