Shareholder Identification Surveys
IR Japan has been conducting shareholder identification surveys since 1997. For the most recent year, we conducted a total of approximately 1,000 shareholder identification surveys. We can guarantee highly accurate surveys based on our long-term track record and the domestic and overseas surveys that our Tokyo and NY offices conduct with fund managers and proxy teams.
Distinctive Features of Shareholder Identification Surveys
Implements a shareholder identification survey in line with institutional shareholders’ views
Our survey methods are flexible and are adapted to institutional shareholders’ perspectives and includes creating an authorization letter that is suited to institutional investors’ high regard for corporate governance.
Provides information regarding investment institutions’ global structure, key personnel and proxy voting teams
Our Tokyo headquarters and NY branch office coordinate to identify a domestic or overseas institutional investor’s operation structure and key IR personnel. Information obtained through these surveys makes an effective and successful IR/SR road show possible. IR/SR advice can also be provided based on a comparison of your company’s results to peer companies and industry trends.
Immediately identifies activist’s stake
We can immediately identify if certain activists who have recently engaged in increased activism hold shares based on our expertise in analyzing shareholder registers, and our abundant data that have been substantiated by the numerous shareholder identification surveys we have conducted over a long period of time.
A completely in-house survey process
Other companies outsource their overseas surveys but at IR Japan the whole process is conducted in-house. This allows us not only to improve on the process but also to respond to customer’s various needs and produce shorter delivery times.
Our Shareholder Identification Survey System
- The deviation between the proxy voting forecast for institutional shareholders analyzed and the actual voting results is 1.3 points on average
- The average identification success rate is over 90%
(※There is a possibility that this will decrease if the hedge fund ownership ratio is high)
- Applied in numerous cases where special agenda items required precise voting forecasts