Improving the accuracy of shareholder and voting-rights research and systematizing the process
First written in FY2018. 6 of 8 entries say "Advanced", first in FY2020-Q1. Latest entry: FY2023-Q1.
No other company in this theme has enough history to compare yet.
- FY2023-Q1AdvancedAnnual report
「The Group established a Market Intelligence Division to strengthen its proprietary databases covering leading-edge market intelligence, ESG information, and emergency TOBs and proxy contests, while seeking to improve the efficiency and value added of its conventional research operations.」
The company established the Market Intelligence Division as the foundation for shareholder and voting rights research and is advancing the efficiency and value enhancement of its proprietary database and research operations. - FY2022AdvancedAnnual report
「Using its proprietary database, expertise and execution capabilities as its strengths, the company will accelerate the adoption of unique, sophisticated equity consulting with the aim of enhancing the common interests of shareholders across its diverse client base.」
The company strengthened its policy of linking a research and analysis platform combining shareholder data, market information, proprietary expertise and execution capabilities to the provision of equity consulting. - FY2021-Q3AdvancedAnnual report
「Against this backdrop, the group’s SR consulting business is actively proposing sophisticated, comprehensive equity consulting by assembling optimal teams of highly specialized consultants who make advanced use of the collection and analysis of cutting-edge global shareholder data using proprietary AI. As a result, the value of engagements from existing clients increased steadily, while the value of engagements from new clients grew substantially.」
The company combined AI-based collection and analysis of global shareholder data with teams of specialized consultants, resulting in increased engagement value from existing clients and substantial growth in engagement value from new clients. - FY2021-Q2AdvancedAnnual report
「The AI and research structure that powerfully advances the company’s unique database and constitute a source of competitiveness and a high barrier to entry have been strengthened. Related organizations make full use of AI to collect and analyze around the clock intelligence data at the highest global level, covering shareholdings, voting behavior and tender offer information for institutional shareholders and activists worldwide, rapidly expanding the database.」
The shareholder and voting rights research platform has been strengthened into a system that uses AI and the research structure to collect and analyze voting rights and tender offer information around the clock. - FY2021-Q1AdvancedAnnual report
「The SR consulting team maintains a thorough customer-focused approach, makes full use of the research team’s database strengthened by the expansion of the AI team, and works with the investment banking PA and FA teams, a highly specialized group at the forefront of the field,」
The company has strengthened the research team’s database by expanding its AI team and advanced its structure for providing research and analysis in coordination with the investment banking PA and FA teams. - FY2020-Q1AdvancedAnnual report
「For listed companies, ensuring stable voting rights has become increasingly difficult, with the significance of cross-shareholdings and other policy-held shares being subject to increasingly stringent scrutiny. The importance of precise and prompt analysis of beneficial shareholder trends has therefore grown further. The company has accelerated efforts to strengthen its research structure, using cutting-edge AI and systems to conduct exhaustive proprietary research and analysis of voting behavior at more than 5,000 pension funds and asset managers worldwide,」
Against a backdrop of scrutiny of the rationale for holding policy-held shares and the difficulty of ensuring stable voting rights, the company strengthened its research structure for analyzing the voting behavior of more than 5,000 pension funds and asset managers worldwide using AI and systems. - FY2019RestatedAnnual report
「In its research, the company conducts its own proprietary process, including analysis of shareholder registers and the use of public information related to listed companies’ shares and shareholders, such as substantial shareholding reports accumulated in IR-Pro, a product of IR Japan, and the shareholdings of domestic and overseas publicly offered investment trusts.」
The company’s proprietary process for shareholder and voting rights research, using shareholder registers, IR-Pro, substantial shareholding reports and publicly offered investment trust information, has been reconfirmed. - FY2018First statedAnnual report
「In response to market conditions and corporate needs, the group improved and strengthened its existing shareholder and voting rights research and successfully systemized the process, enabling it to provide highly accurate research more quickly in order to focus on high-quality consulting.」
The company improved and strengthened its existing shareholder and voting rights research and successfully systemized the process for providing highly accurate research more quickly.