Activist Advisory & Analytics

Activist Advisory & Analytics Services

Rely on EQ’s experience team, proprietary shareholder ID database, to delivery you a customized strategy, and critical analytical insights to prepare for and handle activist fund actions.

Overview

The challenges posed by threatening activist fund initiatives can feel daunting and complex, and leaving you vulnerable to shakeups within your organization. As your trusted advisor, EQ knows that the stakes are high throughout this process, which is why we put a strategy in place to understand the challenges ahead and flawlessly execute to ensure the right messages are heard by all your shareholders.

EQ’s proxy team provides a nimble, proactive approach to tracking current activist trends, maintaining strong knowledge of activist investors’ MO, and countering threatening initiatives with a customized strategy. By working closely together and leveraging our expertise, innovative platforms, we ensure transparency, easy access and flawlessly executed strategic guidance so you achieve favorable outcomes and gain greater knowledge per share.

ACTIVIST ADVISORY & ANALYTICS SERVICES
Our tools and analytics services include:

Actionable intelligence about your closed-end fund’s ownership base. This includes shareholder identification and proprietary analyses of investment behavior (flows and trends).
Critical insights into the tactics, strategies, and tendencies of activist investors, followers and activist funds.
Customized shareholder ID reports for use in senior management and board-level presentations that meet your specific needs and are updated to reflect all new information.
Exclusive access by your executives and to CEFinsight.com, our proprietary information resource, which offers access to data and information about shareholder groups and general investment flows in closed-end funds.
Access to Sharkwatch, an investor activism ID service, which allows you to monitor and analyze investor activism, including access to activist investor profiles detailing previous campaigns, tactics, outcomes, and more.
Institutional Shareholder Services (“ISS”) and Glass, Lewis, & Co. advisory and guidance to ensure that our clients receive favorable vote recommendations from these key proxy advisory firms.