Shareholder Identification

Taylor Rafferty's global shareholder analysis reports present shareholdings with accuracy that far exceeds information from public sources and commodity suppliers, as well as from our competitors in the field of capital markets intelligence.

Findings are confirmed via live sources through extensive intelligence and interaction with investment professionals. The knowledge and experience of our teams, coupled with the strong relationships built with investing institutions, custodial banks, depositaries, brokers and government agencies, have built our track record of the highest average percentage identification in the industry.

Close client contact and confirmed institutional sources ensure that we provide all the analyses and data required in as much detail as possible and report and analyze the data relative to clients' investor relations and capital markets goals. Shareholder analysis is integrated with our web-enabled IR tools, and can be delivered to the client in the format that is most convenient.

• Over 100 custom-built shareholder research projects per year; each project typically identifies an average of over 90% of an issuer's institutional shareholders
• Rigorous methodology applied to bond identification projects, ADR analysis and retail box position review
• Holdings categorized by portfolio manager and investment style
• Reports customized to our clients' unique specifications – results easily integrated into IR strategic goal-setting and program planning
• Strict adherence to the highest ethical and regulatory standards. The confidentiality of our clients' information is sacred