Shareholder Base Profiling

Customized Professional Services Offerings

G&A assists public companies with an analysis of your existing shareholder base to identify investors with a focus on ESG and sustainability.

Identify ESG/Sustainability-focused investors within your existing base of shareholders.

  • Analyze existing shareholders to identify those with a focus on corporate ESG performance and sustainable investing
  • Compile profiles of the shareholder's activities and approach to sustainable investment
  • Identify the best contact or team responsible for sustainable investment
  • Enhance your engagement with existing shareholders and efforts to target potential investors
  • Expand your current storytelling to include ESG strategy for shareholders
  • Cultivate a long term, stable shareholder base

More on Shareholder Base Profiling

This service is an excellent starting point for the investor relations professional and others in the financial / capital markets team.  G&A analysts examine your existing shareholder base to identify asset managers and institutional investors with an interest in sustainable investing and ESG corporate performance in their analysis and portfolio construction.

Profiling provides an understanding of the opportunities inherent in the current holder base for expanding the corporate IR storytelling with inclusion of ESG information.  This enhanced messaging further allows for the organization to target potential investors with a focus on ESG that could have an interest in the company.

ESG / sustainability-focused investors tend to have a longer holding period, so working to cultivates these investors can help to build a long term, stable shareholder base.

A custom journey for your unique business.

Start the journey with your sustainability report and highlight your accomplishments with the world.

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