Defend against shareholder activism
We'll tell you whether funds are passive, active or activist. By analyzing your shareholder base, we can create a target list to monitor holdings as frequently as necessary to determine any major movements. You gain a wealth of knowledge and understanding about your shareholder base through this analysis and monitoring, which is critical when anticipating an activist campaign.
If you find yourself in a defensive situation, such as a proxy fight, we can help you make yourself heard. We help you understand the activist position and motivation as well as activism trends so you can be prepared.