April 19, 2017 07:30 AM Eastern Standard Time

LONDON, NEW YORK, PARIS & BRUSSELS –(BUSINESS WIRE)–

Phoenix-IR and Investor Update announce a partnership to offer corporate clients the ability to request and receive accurate, near real-time, and detailed investor shareholding positions through Phoenix-IR’s CorporateAccessNetwork.

CorporateAccessNetwork is a social network platform enabling direct contact between institutional investors and publicly-listed companies. This partnership with Investor Update now empowers IR teams, using the CorporateAccessNetwork, to discover shareholding positions behind each institutional meeting request. This new service will help improve transparency and foster better understanding between investors and issuers.

This shareholding intelligence goes beyond public filings information, which can be out-of-date and incomplete, and instead, leverages the power of bespoke research to provide the most up-to-date pre-meeting shareholding data and qualification available to corporates today.

The combination of Phoenix-IR’s CorporateAccessNetwork platform and Investor Update’s transparency into shareholdings gives IR teams a faster, laser-like resource for investment community engagement.

Adrian Rusling, Partner at Phoenix-IR, said “We’re delighted to add Investor Update to Phoenix-IR’s CorporateAccessNetwork.com.  Public ownership data is widely available already but we can now take this to a new level by making the connection between Corporate Access interest and ownership on a near real-time basis. This adds significant value to the targeting power of the CorporateAccessNetwork platform and enriches the user experience by providing more insight for IROs. The team at Investor Update is one of the most experienced in the marketplace today and their expertise complements our drive to create a truly open global market place for Corporate Access.”

Patrick Mitchell, Co-Founder & Managing Partner, said “Phoenix-IR’s CorporateAccessNetwork is a platform based solution that enables institutional investors to connect with publicly-listed companies. With the advent of a post MiFID II world almost upon us and with management and IR time always at a premium, we are excited to offer the combination of Phoenix-IR’s established network of investors and Investor Update’s enhanced approach to precision shareholder intelligence. This will allow corporates to prioritise and direct investor outreach in an even more focused manner”.

About Investor Update
Founded by industry veterans, Patrick Mitchell and Tasos Constantinou have combined experience of over 50 years providing sophisticated products and solutions to corporate issuers and the financial community.  Investor Update assist their clients in navigating the complex world of global custody and targeting and tracking key investor holdings with timeliness and pinpoint accuracy, giving a unique insight into key shareholder movements in the equity and debt markets. With offices in London and New York, Investor Update provides strategic solutions to corporates, corporate access and transactional teams, proxy solicitation firms and IR & PR agencies.

For more information visit www.investor-update.com

About Phoenix-IR
Founded in 2005, Phoenix-IR is a leading European-based investor relations consulting firm specializing in Targeting, Roadshows and Perception Research services for publicly listed companies.  Phoenix-IR launched its CorporateAccessNetwork.com platform in 2013 and it has already processed more than 75,000 meeting requests from more than 1,000 institutions for 2,000 publicly listed corporations.  In the new regulatory environment being shaped by the FCA and MiFID II, CorporateAccessNetwork is a smarter way for investors and companies to connect directly, using modern technology.

For more information visit www.Phoenix-IR.com and www.CorporateAccessNetwork.com

Contacts

Investor Update
Patrick Mitchell, Managing Partner
Phone: +44 20 3371 1916
Email: pmitchell@investor-update.com

Phoenix-IR
Adrian Rusling, Partner
Phone: +322 626 10 51
Email: adrian.rusling@phoenix-ir.com

Anticipating MiFID 2, ResearchPool and CorporateAccessNetwork launch the first digital solution enabling disintermediated access to equity research and Corporate Access

April 7, 2016, London, Paris, Brussels – ResearchPool, a financial research platform, and CorporateAccessNetwork, a platform enabling direct contact between institutional investors and publicly listed companies, announce a partnership to offer the investment community the first digital solution combining equity research and Corporate Access.

The institutional investor users of each platform are one click away from being able to access investment research and connect with listed companies in order to complement their investment decision making processes without having to pass through an intermediary.  As a response to the new regulatory framework already introduced in the UK since May 2014 by the FCA (Financial Conduct Authority) and anticipated in MiFID 2, ResearchPool and CorporateAccessNetwork are the first platforms to offer such a transparent, on-demand service.

As a result of this agreement ResearchPool offers its clients the opportunity to complement the research on listed companies available on its platform, by allowing investors direct access to corporate management via CorporateAccessNetwork.  Reciprocally, CorporateAccessNetwork, which enables investors to interact directly with investor relations departments and organize management meetings with listed companies, now offers investors access to the entire body of financial research content available on ResearchPool.

Through links developed between the two platforms, investors conducting research on a listed company are able to quickly access financial research on the given company and link directly with its management.

This combined service is a response in anticipation of the upcoming European Directive MiFID 2.  As of January 3, 2018, it is anticipated that the costs borne by the customers of investment management firms to have access to research and Corporate Access will be decoupled from brokerage commissions, thus improving transparency with better disclosure to customers and reduced conflict of interest.

Pedro Fernandes, co-founder and CEO of ResearchPool comments, “Direct contact with the management of listed companies is a major element of added value much demanded by professional investors, and it is highly complementary with access to financial research.  Prior to the application of MiFID 2 we are offering investors a new approach to combine these two services within a powerful, efficient and simple solution as a result of the partnership we’re announcing today.”
Adrian Rusling, co-founder at Phoenix-IR, operator of the CorporateAccessNetwork, comments, “Investors who visit our platform for Corporate Access can now connect to ResearchPool’s impressive body of research content.  We believe this is exactly what the investment community has been waiting for and we are excited to be the first in the world to offer a combined service of this kind.”

About ResearchPool:

ResearchPool is an innovative digital platform that contributes to the transformation of the business model of financial research.  Launched on July 6th 2015, ResearchPool plays a central role in linking producers of research and their customers who, with the impetus of MiFID 2 will move from being passive users to active consumers. ResearchPool offers investor-buyers direct and easy access to a comprehensive range of research which can be purchased online in full transparency and to be part of a community.  ResearchPool offers the creators of research the opportunity for worldwide distribution to various target audiences not related to trading and the digital marketing of this content which increases the visibility and monetization potential of their expertise at prices established by the market. To date, ResearchPool has distributed 26,000 reports on more than 7,000 instruments from 70 different research providers in 80 countries. Site: www.ResearchPool.com

Media contact: Antoinette Darpy – toBnext – Tel. +33 6 72 95 07 92 – adarpy@tobnext.com

About CorporateAccessNetwork.com:

CorporateAccessNetwork (CAN) was created in 2014 by Phoenix-IR, an independent investor relations firm, to help investors and listed companies communicate with each other directly and more efficiently. As an independent, open platform, CAN has already processed more than 55,000 requests from more than 900 institutions to meet with 1,800 public listed companies from Europe and the Americas. CorporateAccessNetwork is a free service for the investment community. Listed companies can use the service for free or subscribe to the premium service. Site: www.CorporateAccessNetwork.com

Media contact: Adrian Rusling, Partner – Tel: +32 2 626 1050 – adrian.rusling@phoenix-ir.com