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PCB GRACE Limited is an independent specialist providing financial market data and
customized and easy to use contact management solutions for Investor Relations
practitioners and other professionals with unique database requirements.
With more than ten years of experience in our field, including several years with the
leading providers of IR databases and shareholder identification reports, we can
evaluate your specific requirements and will provide you with a streamlined and
cost-effective solution to meet your needs, or will try to recommend a different provider.
Our solutions are agency-independent so we can work with you from start to finish to
implement an investor database with information from any agency or other third party.
We also work collaboratively with only the best Capital Markets Intelligence firms for
shareholder identification reports, peer analysis, perception studies, and more, and can
recommend an agency that will meet or exceed your needs.
Contact us for further information on how we can help you bring your various sources of
stakeholder information into a system that you may already be using, Microsoft Outlook,
or for further information on shareholder identification reports, public filings and peer
analysis, and other financial market information and related database systems for IR.
customized and easy to use contact management solutions for Investor Relations
practitioners and other professionals with unique database requirements.
With more than ten years of experience in our field, including several years with the
leading providers of IR databases and shareholder identification reports, we can
evaluate your specific requirements and will provide you with a streamlined and
cost-effective solution to meet your needs, or will try to recommend a different provider.
Our solutions are agency-independent so we can work with you from start to finish to
implement an investor database with information from any agency or other third party.
We also work collaboratively with only the best Capital Markets Intelligence firms for
shareholder identification reports, peer analysis, perception studies, and more, and can
recommend an agency that will meet or exceed your needs.
Contact us for further information on how we can help you bring your various sources of
stakeholder information into a system that you may already be using, Microsoft Outlook,
or for further information on shareholder identification reports, public filings and peer
analysis, and other financial market information and related database systems for IR.
In recognition that not every IR professional sees all of the advantages of storing confidential meeting notes in a globally shared database or using
web technologies to build a contact management system, we have created a low cost but highly functional alternative. Perhaps you use an online
system for obtaining various financial market data or for reference from time to time but would like the ease and convenience of having your key
investor details and associated notes stored within a faster system, and one that you are already familiar with.
Take control of all of your investor information in a platform that you may already be
using, Microsoft Outlook.
A custom built IR contact management solution seamlessly integrated with Microsoft Outlook coupled with shareholder and contact details from
your most preferred sources offers you and your team a simple, cost-effective, fast and secure, easy-to-use platform.
With a customized Microsoft Outlook solution you can benefit from all of the standard Outlook features and much more.
Store your shareholder identification report details within Outlook.
Integrate your shareholder identification information with any other investor data.
Manage and share this information with your colleagues and take advantage of all of the powerful features of Microsoft Office.
Store IR meeting notes, e-mails, tasks, appointments and phone calls all in the same system.
Collaborate with your team to plan events in a shared Outlook calendar.
Manage mailings in a system that you are already familiar with.
Manage tasks within your group.
We have a strong understanding of all of the requirements, and pitfalls, in moving from one system to another, and take great care to ensure a
successful implementation.
In consultation with you and your team, we can design a solution based upon your specific requirements. This approach allows you to benefit from
a streamlined and powerful solution that is fast and secure, complete with only the information that you require, and one that is highly cost-
effective, and if this solution isn't right for you, perhaps we can recommend one that is.
We are delighted to announce that we now offer LionShares, FactSet's powerful and easy-to-use online database encompassing the equity
positions held by over 5,000 institutions, 27,000 funds, and more than 156,000 stakeholders.
Summary information includes ownership statistics, ownership analysis, investor regional analysis, ORD and Depositary Receipt analysis, firm
profiles, portfolio characteristics and breakdown of holder’s portfolio by sector, geographic region, asset class and market capitalization.
Detailed information includes shares held, position change, market value, percent of portfolio, percent of shares outstanding, source, and a wealth
of contact information.
LionShares allows you to target investors in specific regions by type, style, and assets managed, for example, into issues by geographic location,
industry, market capitalization, and much more.
Hyperlinks on any page reveal details and easily allow you to filter the information based on your specifications. Alerts can be activated to notify
you of ownership changes. The investor information can be downloaded into Excel, and we can integrate your peer data, as we also do from
other sources, into Microsoft Outlook. We will load the investor data into Outlook initially and then rematch investor names for you each month.
With a subscription to LionShares through PCB GRACE, you will benefit from training and support based on more than ten years of experience in
financial market data and related technologies for IR professionals.
Keywords: LionShares Europe Shareholder Identification Reports Targeting Investor Relations IR Database David Bussian Microsoft Outlook Contact
Management Development Corporate Communications
web technologies to build a contact management system, we have created a low cost but highly functional alternative. Perhaps you use an online
system for obtaining various financial market data or for reference from time to time but would like the ease and convenience of having your key
investor details and associated notes stored within a faster system, and one that you are already familiar with.
Take control of all of your investor information in a platform that you may already be
using, Microsoft Outlook.
A custom built IR contact management solution seamlessly integrated with Microsoft Outlook coupled with shareholder and contact details from
your most preferred sources offers you and your team a simple, cost-effective, fast and secure, easy-to-use platform.
With a customized Microsoft Outlook solution you can benefit from all of the standard Outlook features and much more.
Store your shareholder identification report details within Outlook.
Integrate your shareholder identification information with any other investor data.
Manage and share this information with your colleagues and take advantage of all of the powerful features of Microsoft Office.
Store IR meeting notes, e-mails, tasks, appointments and phone calls all in the same system.
Collaborate with your team to plan events in a shared Outlook calendar.
Manage mailings in a system that you are already familiar with.
Manage tasks within your group.
We have a strong understanding of all of the requirements, and pitfalls, in moving from one system to another, and take great care to ensure a
successful implementation.
In consultation with you and your team, we can design a solution based upon your specific requirements. This approach allows you to benefit from
a streamlined and powerful solution that is fast and secure, complete with only the information that you require, and one that is highly cost-
effective, and if this solution isn't right for you, perhaps we can recommend one that is.
We are delighted to announce that we now offer LionShares, FactSet's powerful and easy-to-use online database encompassing the equity
positions held by over 5,000 institutions, 27,000 funds, and more than 156,000 stakeholders.
Summary information includes ownership statistics, ownership analysis, investor regional analysis, ORD and Depositary Receipt analysis, firm
profiles, portfolio characteristics and breakdown of holder’s portfolio by sector, geographic region, asset class and market capitalization.
Detailed information includes shares held, position change, market value, percent of portfolio, percent of shares outstanding, source, and a wealth
of contact information.
LionShares allows you to target investors in specific regions by type, style, and assets managed, for example, into issues by geographic location,
industry, market capitalization, and much more.
Hyperlinks on any page reveal details and easily allow you to filter the information based on your specifications. Alerts can be activated to notify
you of ownership changes. The investor information can be downloaded into Excel, and we can integrate your peer data, as we also do from
other sources, into Microsoft Outlook. We will load the investor data into Outlook initially and then rematch investor names for you each month.
With a subscription to LionShares through PCB GRACE, you will benefit from training and support based on more than ten years of experience in
financial market data and related technologies for IR professionals.
Keywords: LionShares Europe Shareholder Identification Reports Targeting Investor Relations IR Database David Bussian Microsoft Outlook Contact
Management Development Corporate Communications