International Services

Do you know who your shareholders are?

There is abnormal trading activity in your company’s shares. The stock price is up and volume has reached unusual levels. Your board of directors needs to know who the company’s largest shareholders are now and you cannot give them stale information. AST Fund Solutions team enables you to know who is holding shares, provides insights as to why transactions are occurring and measures the success of your investor relations efforts.

Essential Components Offered

1. Shareholder Identification

As either a one-time report for an annual meeting or as quarterly reports for board presentations, the shareholder identification report arms you with the information you need to stay informed.

The report is comprised of:

Ownership Overview
Detailed information that lays out how the outstanding shares are distributed among various investor constituents (e.g., insiders, institutions, retail holders, etc.) as well as a graphical analysis of investors by investment style and turnover rates.
List of Institutions
Sorted in alphabetical and descending share order, it includes investment contact information as well as investment style.
Investor Dossiers
Provided for each institutional investor, they include investment strategy, key contact details, and historical shareholdings, as well as beneficial owner information.

2. Market Intelligence

Our Market Intelligence program aims to keep you informed at all times through daily contact, weekly summaries and monthly reports. AST Fund Solutions acts as your eyes and ears on the street, alerting you to any unusual trading and to what is driving this activity.

AST Fund Solutions provides each client with comprehensive, in–depth information on its Shareholders through our unique and dedicated approach to garnering market intelligence.

We update you on:

  • Who is buying and selling your stock
  • Which beneficial owners/mutual funds the investment managers are trading for
  • Why these transactions are occurring
  • What rumors are circulating on the street

We can maximize your investor relations effort by:

  • Monitoring unusual trading activity
  • Analyzing the participants behind each block trade
  • Reviewing and recommending appropriate candidates for investor meetings
  • Conducting various other ad-hoc projects

How knowledgeable is your advisor?

In today’s highly charged corporate governance environment, we realize it is more urgent than ever for corporations to have an experienced, knowledgeable advisor to guide them through the proxy solicitation process.

Recently enacted changes to fundamental proxy practices will greatly impact what was once a mundane procedure, namely the re-election of directors. Not only will it be harder for companies to get the required vote, but changes are underway that significantly facilitate the ability of shareholder’s to change the makeup of the board.

To help our clients overcome these challenges, we provide:

Experience

We have the strength of a team of professionals who are fully competent to address the myriad issues surrounding the highly fluid corporate governance environment. Our executives have worked on over ten thousand annual and special shareholder meetings and have been involved in the telephone solicitation of millions of shareholders.

Innovation

Our professionals take the time to look at each situation and devise a unique strategy to meet each client’s individual objectives. We provide the insight and facts to help you make intelligent decisions.

Service

In contrast to other major proxy firms, our executives do not face the burden of each handling close to 100 assignments a year. As a firm that chooses to focus on a select number of assignments, we deliver a hands–on solution giving our clients proactive attention and unlimited access to any member of our team.

Understanding

It’s simply not enough to be aware of the changes that the regulatory and corporate governance arenas are undergoing. AST Fund Solutions understands how these changes affect the solicitation process and impact the potential outcome of the vote on your important proposals.

Follow-through

The success of a proxy solicitation campaign frequently rests on the implementation of a strategy that has been agreed to by the client and the proxy solicitor. As a firm that is driven by performance, AST Fund Solutions is not simply satisfied to pass your agenda. We constantly strive to deliver the highest voting responses our clients have ever achieved.

Institutional Contact

Relying on institutional holders to vote simply doesn’t work. Through our network of contacts, we will ensure that the institutional vote is delivered and provide an early warning of any unanticipated opposition that needs to be addressed.

Corporate Governance Consulting

Experience, constant research and trend tracking provide the building blocks for our advice on equity compensation plans, Sarbanes–Oxley considerations, anti–takeover proposals and other thorny issues. We provide the insight to help our clients make informed decisions, anticipate opposition and implement strategies to pass a tough agenda.

Vote Projections

Looking at the voting tendencies of each shareholder constituency allows us to accurately predict the eventual response to a proposal. This insight is a key component to developing a successful solicitation road map.

Technology

We employ the latest communications technology to intelligently employ our massive phone capabilities on behalf of our clients. Phone voting, call recording, up–to–date reporting and smart dialing methodologies are run by a team of dedicated telephone technology specialists.