Monthly Archives: April 2017

Aviva Investors – France

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Matthieu Rolin joined Aviva Investors France in 2015 and covers US equities.  He was previously a senior portfolio manager at SwissLife Banque Privée (2010 – 2015) and a senior fund manager at Olympia Capital (2004 – 2010).  He has a Masters in Banking and Finance from Université Lumière (Lyon II) and SKEMA Bachelor.

Aviva is one of the world’s largest insurance groups with global assets of >$630 billion.  It is also France’s third largest multi-line insurer and has ~$50 billion under management.

How is Aviva Investors France positioned in the French investment management industry?
“We are a top 10 asset manager in France in terms of AUM.  We invest in all asset classes – equities, fixed income, real estate, multi asset and some alternative investments.  There are 35 in the investment team – portfolio managers and analysts and we also share resources with other Aviva offices around the world.  For example, there are nine analysts in the US, eight in London, two in Singapore and one in Toronto plus the four analysts we have in Paris.”

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A Match.com for Investors to Gain Corporate Access

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A group of upstarts is seizing on new European Union rules to shake up banks’ matchmaking role between investors and corporate executives.

As investors prepare for EU regulations that will force them to pay for research products a la carte, one of the most valuable services is Corporate Access — the conferences, roadshows and face time with executives that can provide an information edge. Investors globally spend more than $2 billion a year for corporate access, according to consulting firm Greenwich Associates.

That spending was typically baked in to trading commissions paid to a bank. Making it a separately priced service provides a big opportunity for people like Adrian Rusling, founder of a site that counts executives at BlackRock Inc., Credit Suisse Group AG and FedEx Corp. among its users.

“It’s like Match.com,” said Rusling, who started www.CorporateAccessNetwork.com in 2013 as an offshoot of investor-relations firm Phoenix-IR based near Brussels. “Instead of boys meeting girls, it’s companies trying to meet investors. We thought, ‘Let’s democratize this industry a bit and open it up a bit more.’”

Planning for Europe’s MiFID II rules, which take effect in January, has driven a 50 percent surge in daily user requests so far this year, Rusling said.

Link to original story: https://www.bloomberg.com/news/articles/2017-04-25/bank-research-rules-open-door-to-match-com-for-investors-ceos

Phoenix-IR partners with Investor Update to reveal shareholdings behind requests for Corporate Access

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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