Global Investor Advisory

We cover more investors providing invaluable intelligence to help drive informed decision making. We provide clients with time critical intelligence of how they are perceived by the equity market, through in-depth independent discussions with investors and the benefit of the network provided by Global Investor Advisory Equity Marketing and R&Co Redburn analysts and sales, including market leading corporate access.

Our combined relationships with over 1000 investors globally provide access to major institutions, sovereign wealth funds, pension funds, boutique investors, specialist funds and private wealth managers, in addition to passive investors across Europe and North America.

Our insights are tailored to address corporate needs around ongoing market themes, results, events and transactions across a broad spectrum of daily information to deep dive attributed perception studies. An in-depth assessment can be crucial in defence preparation for any potential M&A or activist investor activity, and to demonstrate best-in-class corporate governance through shareholder dialogue.

Valuable insight on investor behaviour. In combination with our extensive experience, we undertake detailed analysis of investor behaviour based on multi-factor, data-backed investor targeting combined with our on-the-ground market intelligence through direct engagement with investors to help evaluate and navigate market responses.

This includes the quantitative analysis of potential flows based on the primary drivers of institutional ownership, including indexation, shareholder returns, value, growth and yield thresholds, ESG integration, and fund flows.

The best possible presentation of your company's strengths to the right investors. We assist our clients in preparing concise and impactful messages for use in investor engagement, with a focus on the strengths of the investment case and strategies to address concerns.

Whether clients are looking to improve engagement with existing shareholders or identify investor targets, our analytical approach enables companies to target the most relevant institutions and underlying funds with the right message.

We work with management and investor relations teams to improve the structure and content of what is communicated in meetings and at conferences and prioritise the right names. We help clients to prepare for capital markets events, enabling them to showcase their investment case in more detail than is possible in investor meetings.

The combination of Global Investor Advisory Equity Marketing retained roadshow access alongside R&Co Redburn leading corporate access allows clients to reach more investors across a broader range of capital than other Banks, including targeting specific geographies (North America, Europe, UK, Australia) more effectively.

Effective prevention and tactical response. We help our clients to determine and evaluate how best to respond and act in the interests of all stakeholders, how to address misperceptions and maximise support and valuation in the event of an activist challenge.

We can advise and execute on proposals, including spin-offs, splits, listing moves and capital allocation changes.

Our independent advice is integrated with our sector expertise. We have no conflict with prime broking or trading relationships.

Pre-attack services include:

• Vulnerability assessments with recommendations and actions to address areas of weakness and drive valuation and support
• Independent assessment of shareholder and analyst views
• Communications and governance support around ESG and AGMs

Post-attack services include:

• Strategic advice to Boards on responding to the activist and engaging with investors and market influencers
• Focus on an objective assessment of demands and likely support across the register
• Deep understanding and experience of increasingly complex dynamics of voting if required for Board challenges or EGMs
• Analysis and monitoring of shareholders