Ownership, Insider and Institutional Profiles provides insight into the ‘who owns what’ for public equities and fixed income securities, and delivers intelligence on investment managers, securities firms, and their key decision makers. Coverage is sourced from more than 70 countries and includes sources such as US SEC filings, international Declarable Stakes notifications, global Mutual Fund and ETF portfolios, UK Share Registers, US, Canadian, UK and Asian directors/insiders disclosures, and Japanese Detailed Shareholdings notifications. Direct contact with institutional investors and securities firms ensures accurate and timely Profile and Contacts data.
Features and Benefits
Industry Partnered Methodology - Classification and fund characteristics measures built in conjunction to industry participants and clients
Global depth supported by regional content specialties (such as deep UK share register content) to provide local insight.
Industry Leadership - Leading provider of Ownership metrics used by the industry to measure their own performance and those of peers
Access to robust attributes and affiliations data such as associated companies, name changes, mergers, and employment history providing intelligence on investment firms and the people moving markets.
Additional Content Info
Global Coverage, Depth & History
- Comprehensive global coverage of stocks and investors across all regions, supplemented with regional insight such as UK Share Registers, Japanese Detailed Shareholdings and Asian Insider data.
- Built up over many years through organic growth and the acquisition of market-leading providers our global history goes back to 1997 globally and 1978 for US SEC filings.
- Accuracy, timeliness and completeness is ensured through a global data collection team providing local knowledge, language skills, and financial data expertise. Automated and manual data validations exist to ensure accurate and timely content.
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