Advisory Intelligence: Nasdaq’s Insight360 Launches Benchmarked Analytics Ahead of MiFID II
In the brave new world of MiFID II, how can IROs more effectively allocate their time?
Insight360, a new cloud service offering from Nasdaq Corporate Solutions, provides IR professionals with benchmarking analytics tools designed to measure meeting effectiveness against company peers by sector and market cap, and analyze how to deploy IR program resources more efficiently.
The difference between Insight360 versus anecdotal information is that Insight360 aggregates data from companies using Nasdaq IR Insight® to deliver actionable analytics to the user, allowing an IRO to track benchmarks while monitoring investor activity and behavioral changes in real time.
Nasdaq IR Insight®
Maximize the value of your IR program with our multi-faceted platform built specifically for Investor Relations Teams
Learn MoreThe four capabilities within Insight360 provide real-time, management-ready reporting:
Event Benchmarking: tracks effectiveness and progress of existing and potential investor meetings versus peers by sector and market cap. “The power of Insight360 is that an IR program’s resources are objectively benchmarked,” notes Dan Romito, global head of investor analytics at Nasdaq Corporate Solutions.
Given the market changes expected with MiFID II, Romito notes the Nasdaq team designed Insight360 to offer IR professionals faster and deeper insights and a tangible call-to-action.
“We have been able to study the behavioral tendencies of investors and meeting interactions and incorporate those into Nasdaq IR Insight with Insight360. It allows a client to say I have done so many events: what has my sector and market cap done? And it allows clients to ask: am I spending my time in the most efficient manner possible?”
Peer Saturation: quantifies and measures saturation of ownership versus peers.
Target Tracker: tracks the progress of user-identified targets, while pinpointing exposure to investors and the markets. “Target Tracker allows you to incorporate your targets throughout the course of the year: it shows you the amount of time you are presenting or allocating to one-on-one meetings. This gives real time intelligence on how to reallocate not only your time, but for what audience,” says Romito.
City Flow: using proprietary data, geographically track capital flows and highlight the advantages or disadvantages of prioritizing certain areas. “One of the major assumptions is that everything in the market is going to remain as the status quo,” says Romito. “City Flow tracks which city has the greatest in and out flow of capital for that particular peer set. So in real time you can reassess whether that city you highlighted at the beginning of the year still makes sense to go to.”
“Insight360 is predicated on the mindset that post-MiFID II there is going to be a whole new dynamic in the investment world. Putting this in perspective,” Romito says: “We have had the continued contraction of the sell side, and sector focuses have become more obsolete over the last four or five years.”
“MiFID II is going to change everything,” adds Romito. “This is an exercise in behavioral finance. We want to study interactions, the behavioral tendencies of investors, and utilize that information and perspective for our clients. From January 2018, [the implementation of MiFID II] there will have to be an adjustment.”
ABOUT NASDAQ CORPORATE SOLUTIONS
INVESTOR RELATIONS I PUBLIC RELATIONS I COMMUNICATIONS I BOARD MANAGEMENT
Nasdaq Corporate Solutions helps organizations manage and master the two-way flow of information with their audiences. Around the globe, market leaders rely upon our unmatched suite of advanced technology, analytics and consultative services to maximize the value of their work—from investor relations and corporate governance to public relations and communications.
Nasdaq Corporate Solutions - Advisory Services
Nasdaq Advisory Services can partner with you to advise on and help facilitate your IR program. The Advisory Services group offers an objective analysis of the investment community tailored specifically to a company’s IR program. With collective insight into the markets, we are well positioned to interpret special situations such as changing interest rates and their impact on your capital structure.
Nasdaq IR Insight + Nasdaq Advisory Services
Access activist data, targeting recommendations and prioritization data and more from advisory specialists via Nasdaq IR Insight.
Follow us on Twitter: @MyCorpSolutions
Follow us on LinkedIn: Nasdaq Corporate Solutions
This communication and the content found by following any link herein are being provided to you by Nasdaq Corporate Solutions, a business of Nasdaq, Inc. and certain of its subsidiaries (collectively, “Nasdaq”), for informational purposes only. Nasdaq makes no representation or warranty with respect to this communication or such content and expressly disclaims any implied warranty under law. Nasdaq, the Nasdaq logo, and Nasdaq Corporate Solutions are registered and unregistered trademarks, or service marks, of Nasdaq, Inc. or its subsidiaries in the U.S. and other countries. ©Nasdaq, Inc. 2017. All rights reserved.
Comments or opinions expressed on the blog are those of their respective contributors only. The views expressed on this blog do not necessarily represent the views of Nasdaq, Inc. or any of its affiliates, or its or their management or employees (collectively, “Nasdaq”). Nasdaq is not responsible for, and disclaims any and all liability for the content contributed by contributors to the blog.
The views and opinions expressed herein are the views and opinions of the author and do not necessarily reflect those of Nasdaq, Inc.