Capital Access
For Investor Relations (IR) Teams, Capital Access is an easy to use, workflow platform that leverages our ownership data and comprehensive contact database to streamline and facilitate the execution of the core responsibilities universal to all IR practices and intuitively serves users the most impactful insights and data.
Leverage this platform to:
- Analyze Ownership: Visualize your current and historic shareholder base to understand actionable insights. Adjust your strategy based on trends and benchmarks in your ownership, peers and the industry.
- Target Engagement: View and differentiate top engagement opportunities and pursue engagement with suggested contacts.
- Engage Investors: Track investor engagement quickly and easily. Seamlessly sync activities and events in-platform and in Outlook or Google calendars.
- Measure ROI: Analyze the efficacy of your engagement and strategy with meeting, ownership and targeting data in a single view.
- Enhance Sustainability: Understand and enhance sustainability narrative with visual cues and S&P Global ESG Scores.
Service Provider Information
Key Information
Use Cases
Shareholder Analysis & Engagement
Build and maintain relationships with current shareholders:
- Single destination for public and non-public ownership analysis
- Analysis at both the institution and at fund/portfolio level
- Answers the most common questions that drive ownership analysis
- Current institution-level surveillance ownership on the landing page, module, and institution ownership table
- Current public ownership data on institution & fund investor profiles
- Position history data on the institution investor profile
- Peer ownership data on the investor profiles and in the equity portfolio card
- Historic ownership – full VISUAL historic ownership module that displays over 5 years of historic trends; Reports enriched with peer and industry data. Leverage Capital Access to:
- Target the fund level where capital decisions are made
- Rank investors and prospects by priority, suitability and purchasing power using algorithms
- Find and meet the exact portfolio managers who manage the capital
- Directly engage the buyside to diversify investor base
Investor Targeting
Identify high-quality targets of both prospective investors as well as current holders with additional purchasing power:
- See the top 10 in the top 3 categories of targets: T1Non-Holder Prospects, Underweight Holders and Overweight Holders
- Ordered list of all Targets, including both holders and non-holders, sorted by Opportunity Rank
- Option to filter based on Institution Rating, Institution Location, Country/Territory, or Investment Center
- Methodology for premium targeting, visual representation of fundamental target breakdown
IR Program ROI & Measurement
Consistent metrics and reporting to demonstrate the value of the company’s IR efforts to the C-suite and Board:
- Institution view: Combines engagement, ownership and targeting data on one screen to see which investors were engaged with over the last 12 months
- Activity view: This is a list view of all logged activities over the past 12 months
- Visualization filtering that allows users to perform analysis within the application
Benefits
Capital Access leverages our industry-leading ownership data and most comprehensive contact database. Its modern interface streamlines and facilitates the execution of the core responsibilities universal to all IR practices and intuitively serves users the most impactful insights and data.
- 55,000+ Global Institutions & Funds
- 155,000 + Buy-side and Sell-side Contacts
- 1,800+ Issuers
- 93% of the Dow 30
- 67% of the S&P 500
- 44% of the Nasdaq 100
- 300 + S&P Global Market Intelligence Analysts