Thomson Reuters has launched a new tool Smart Targets to assess investor interest and risk, and meet the needs of global investor relations professionals.
Smart Targets is a quant-driven application that shows the fit between an institutional investor and a company, including an ability to identify those investors with a high probability of buying, as well as existing holders at risk of selling.
The tool provides transparency into the factors driving investor interest. This insight allows investor relations professionals to better understand and analyze investor behavior and improve the focus of their outreach to their investor base.
The model of the Smart Targets analyzes the existing shareholder base differently from prospective investors. The tool does not analyze select factors independently of one another. Instead, the model incorporates key factors such as fundamentals, potential holdings, saturation, momentum, turnover, investor characteristics and peer holdings including analyst, industry and fundamental peers.
Smart Targets provides visibility into which factors are driving an investor’s behavior, providing a new level of insight and differentiated analytics into Thomson Reuters content.
Bill Haney, head of investor relations services at Thomson Reuters, said: “Smart Targets was created in direct response to the needs of our customers. Some investor relations officers want more fact-based insight into their holders while others are looking for alternative guidance on where to focus their outreach. Smart Targets delivers the needed insight for all our customers by applying science to understand investor behavior and providing data-driven transparency into why certain investors are attracted to the shares of a company.”