IR & Market Transparency

ir-solution-2
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

Post Listing & 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.

Regulatory Compliance & Insider Management

InsiderLog
InsiderLog

Simplify MAR insider list management

IntegrityLog
IntegrityLog

Secure, compliant whistleblowing software

TradeLog
TradeLog

Prevent market abuse with employee personal trade monitoring

LEI Services
LEI Services

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

Discover related certifications

Governance

Frame 26086491
Admincontrol Board Portal

Good governance made easy and secure

Admincontrol Board Evaluation
Admincontrol Board Evaluation

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

Admincontrol Data Room
Admincontrol Data Room

Drive M&A deals efficiently with a purpose-built platform

Governance for Public Sector

Market Communications

EngageStream
EngageStream

Deliver engaging investor relations and corporate events

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.

All Products

Discover the portal

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

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.

ESG Advisory
ESG Advisory

Improve investor trust, meet regulatory standards, and showcase your commitment to sustainability.

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.

Investor Transparency & ESG Storytelling
Investor Transparency & ESG Storytelling

Strengthen investor trust and communicate your ESG commitments with transparency-driven tools and advisory support that elevate corporate reputation and accountability.

Need a different solution?

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

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.

65_2
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.

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

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

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.

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.

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.

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.

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.

Class in training session
View all courses

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

Woman discussing bespoke training course
Bespoke training

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

09.02_1
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.

ESG Self-Assessment for Issuers

Answer a few short questions to assess the relevance of your sustainable reporting format, ensure you have the right audience, and compare your ESG disclosure policy with the expectations of investors and ratings agencies.

Need a different solution?

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

Need a different solution?

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

Glossary

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

See our products in action

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

Shareholder Analysis

Greater insight into your shareholders

Shareholder Analysis is a data-driven advisory service for listed companies to help you better understand your shareholders and engage with them more effectively.

  • Monitor shareholder movements
  • Benchmark against industry peers and standards
  • Prepare for events involving shareholders
product-banner-shareholder analysis

We helped 100+ companies conduct shareholder analysis last year

Gain a comprehensive and dynamic view of your shareholding

control icon

Understand your shareholder base

Get clarity on who owns your shares with detailed identification and behavioral analysis.

control icon

Maximize investor engagement

Identify and connect with the right shareholders using advanced investor targeting and target group profiling.

control icon

Benchmark and position your company

Compare your shareholder structure to that of industry peers to determine your market position.

control icon

Partner with capital markets experts

Our dedicated advisory team provides end-to-end guidance to help you achieve your listing goals and create long-term value.

Gain complete support on your ESG journey

Understand shareholder behavior

Get a dynamic picture of your capital structure and anticipate shifts in investor sentiment.

  • Track institutional ownership
    Our advisory team provides valuable insights that allow you to stay ahead of the curve and make strategic adjustments.
  • Track shareholder movements
    Take advantage of proactive shareholder monitoring and track all shareholder movements.
  • Interpret behavioral patterns.
    Seamlessly analyze shareholder behavior and preferences to discover key trends and patterns.
Characteristics shareholder analysis Kenmerken aandeelhoudersanalyse

Prepare with shareholder identification

Equip your Investor Relations team with the right data prior to key engagements.

  • Analyze your audience
    Conduct a thorough analysis prior to your upcoming investor roadshows to ensure you are addressing the right stakeholders.
  • Establish an IR program.
    Identify the interests and priorities of your target audience to maximize the impact of your engagements with investors.
  • Identify beneficial owners.
    Use our Shareholder ID service to reveal who owns your shares and how best to approach them.
Characteristics shareholder analysis Kenmerken aandeelhoudersanalyse

Benchmark with your competitors

Understand your company's position in the market and stand out with targeted IR strategies.

  • Perform comparative analysis
    Evaluate your shareholder structure alongside that of industry peers to uncover strategic insights.
  • Differentiate with data.
    Use trends and perception analyses of industry peers to build a compelling competitive narrative.
  • Refine IR approach
    Tailor your outreach based on benchmarks that highlight your company's strengths and market potential.
Characteristics shareholder analysis Kenmerken aandeelhoudersanalyse

Achieve complete transparency for shareholders

Identify nearly 100% of your shareholders with our SRD II analysis and expert support.

  • Profiling Beneficial Owners.
    Determine the identity and profile of each shareholder hiding behind custodians using complete register data.
  • Support from start to finish
    Work with a dedicated contact to guide you through each stage of the analysis.
  • ESG-integrated insight.
    Get access to in-depth shareholder data enriched with comprehensive ESG information to inform your strategy.
Characteristics shareholder analysis Kenmerken aandeelhoudersanalyse

Anticipate voting at an AGM

Our exclusive add-on, AGM Voting Insight, provides early, detailed insight into how shareholders are likely to vote - long before your annual general meeting. This solution enables you to refine your messaging, strengthen governance practices and make informed decisions that align shareholders.

default checkmark

Dissect voting trends

Access detailed reports at the final beneficiary level to uncover resolution patterns and investor preferences.

default checkmark

Improve investor relations

Engage key stakeholders using enriched contact information and full ownership visibility.

default checkmark

Respond to real-time updates

Adapt quickly with daily insights from the moment AGM decisions are published.

default checkmark

Inform board strategy

Use early voting signals to shape AGM messaging, manage risk and anticipate outcomes.

Gain insights and build your strategy in 6 steps

01
Identification of shareholders icon

Identification of shareholders

Identify your investors in detail, including overseas stakeholders. Then segment your investor base and detect shareholder movements.

02
Qualification icon

Qualification

Create detailed investor profiles, assess investment strategies and identify key decision makers within each fund.

03
Benchmarking icon

Benchmarking

Compare your ownership structure with industry peers and industry trends to evaluate your performance and position your company accordingly.

04
Connection icon

Connection

Map where your investors are located and use portfolio managers' contacts to increase engagement opportunities.

05
Board icon

Board

Get an overview of activism, track short positions, understand impact investment strategies and establish appropriate voting policies.

06
Top shareholders updates icon

Top shareholders updates

Receive quarterly updates on institutional ownership without requesting a new share register from the CSD.

Combine Shareholder Analysis with other products in our portal for a comprehensive solution

Planning en uitvoering van het IR‑programma

Door aandeelhoudersmapping, engagementtracking en adviesondersteuning te combineren kunnen de juiste investeerders worden geïdentificeerd en behouden.

Voorbereiding op een IPO

Het team wordt voorzien van aandeelhoudersinzichten, regulatoir toezicht en communicatietools om vóór de IPO geloofwaardigheid op te bouwen.

Investeursbetrokkenheid en -targeting

Relatiemanagementtools en aandeelhoudersintelligentie worden samengebracht om investeerdersbetrokkenheid maximaal te benutten.

Voorbereiding op een Capital Markets Day

Belangrijke capital‑markets‑evenementen worden met precisie en vertrouwen gepland en uitgevoerd.

Budgettering voor governance, compliance en IR

Aandeelhoudersinzicht wordt gecombineerd met board‑governance en educatieve ondersteuning.

Allesomvattende MAR‑compliance

Geautomatiseerde compliance‑tools en beveiligde nieuwspublicatiediensten verzekeren dat de organisatie aan haar marktverplichtingen voldoet.

Volledige regulatoire compliance

Regulatoir risico wordt beperkt met geïntegreerde oplossingen voor beheer van insiderlijsten, toezicht op medewerkershandel en LEI‑identificatie.

Regulatoire compliance voor meerdere jurisdicties

Betrouwbare tools voor entiteitsregistratie, openbaarmaking en regulatorische rapportage ondersteunen compliance in Europese en mondiale markten.

Planning en uitvoering van het IR‑programma

Included in this demo:

Voorbereiding op een IPO

Included in this demo:

Investeursbetrokkenheid en -targeting

Included in this demo:

Marktpositionering na de IPO

Included in this demo:

Voorbereiding op een Capital Markets Day

Included in this demo:

Budgettering voor governance, compliance en IR

Included in this demo:

Allesomvattende MAR‑compliance

Included in this demo:

Volledige regulatoire compliance

Included in this demo:

Regulatoire compliance voor meerdere jurisdicties

Included in this demo:

Included in this demo:

Request Demo

Fill out the form to get in touch with our sales team

a picture of Nicolas Meunier
“Post-Listing Advisory's DNA is customized and impactful equity consulting: independent analysis, high quality execution and decision recommendations that drive their clients' future access to capital markets.”

Nicolas Meunier

Chief Revenue Officer IR & Communications,

Get a personalized demo of Shareholder Analysis.

You can select multiple products or services to try with Shareholder Analysis.

Personalise your demo

Select the products you are interested in.

Full portal demo
Shareholder Analysis
Shareholder Analysis
IR.Manager
IR.Manager
LiveEquity
LiveEquity
Post Listing Advisory
Post Listing Advisory
ESG Advisory
ESG Advisory
InsiderLog
InsiderLog
IntegrityLog
IntegrityLog
TradeLog
TradeLog
LEI Services
LEI Services
EuroStockNews
EuroStockNews
EngageStream
EngageStream
The Palazzo Mezzanotte
The Palazzo Mezzanotte
Admincontrol Board Portal
Admincontrol Board Portal
Admincontrol Virtual Data Room
Admincontrol Virtual Data Room
Admincontrol Board Evaluation
Admincontrol Board Evaluation
Academy
Academy
Next

FAQ

When is the best time to conduct a shareholder analysis?

The best occasions to conduct a shareholder analysis are prior to an investor communication or meeting, such as:

  • AGM, investor roadshow or CMD preparation
  • ESG strategy planning
  • Major company announcement
  • Preparation of financial transactions (dividend payments, capital increases, etc.)
What sources do you use to collect shareholder data and how do you ensure the data is accurate?

Our data comes from a variety of sources:

  • Private information (share register, records of shareholder meetings and dividend payments, ECM transactions, corporate actions, previous analyses)
  • Direct links to deposit banks
  • Publicly available data (Factset, Bloomberg, Refinitiv, Morningstar)

We ensure data accuracy by cross-checking these sources.

How do you ensure compliance with legal requirements when identifying beneficial owners?

Our processes closely follow European Union guidelines such as SRD II. We ensure that all our partners and external data suppliers also comply with these regulations.

Can you customize the shareholder analysis to the specific needs of my company?

Our shareholder analysis service can be highly customized to meet the unique needs of your company.

Whether you need in-depth insight into trends in institutional ownership or specific industry benchmarks, we can customize our analysis to provide the most relevant and actionable information for your investor relations and targeting strategy.

Let's discuss your needs in more detail, and we'll make sure our analysis fits your objectives perfectly.