We are delighted to announce that BoardRoom Australia and Morrow Sodali have entered into a major strategic partnership that will combine Morrow Sodali’s leading financial communications, shareholder engagement and ESG advisory capabilities with BoardRoom’s leading registry, company secretarial, employee plan administration, payroll and ESG reporting services.
With more than 50 years’ experience, Morrow Sodali is the leading global shareholder engagement and ESG advisory firm, providing clients with deep insights and analysis of their investors.
As part of the growth strategy of both organisations, this partnership will enable Morrow Sodali to provide a market-leading “Shareholder ID” reporting service offering to BoardRoom Australia clients.
This new Shareholder ID service will assist in unmasking your Institutional Investors via the following:
- Using the Corporations Act, discreetly identify the Institutional and High Net Worth investors holding behind the various nominee, custodian and Pty Ltd positions on your share register
- Monitor the net movements of your institutional investors over time
- Identify the Asset Managers from the Asset Owners
- Determine who holds the investment discretion and who is retaining the voting right on the holding
- Report on the Proxy Advisor influence over the share register
- Establish what ESG research your investors subscribe to
- Providing industry-leading, insightful commentary and support
Morrow Sodali services also include:
- ESG Advisory
- Proxy Solicitation
- Research
- Corporate Reputation
- Investor Relations
- Transaction Communications
- Special Situations
The new and exciting partnership reinforces our commitment to offering best-in-class solutions.
If you have any questions about the partnership, Shareholder ID services or require an introduction to the Morrow Sodali Australia team, please don’t hesitate to contact us at services@boardroomlimited.com.au.
Contact BoardRoom for more information:
