Market Surveillance

Market Analytics and Strategic Intelligence

Our Market Surveillance program is a consultative service that supports the investor relations function by providing qualitative analysis of daily trading and market activity, ownership changes and the characteristics of the major institutional investors and hedge funds in your company’s stock.┬áThe program features include:

  • Identify major institutional activity by monitoring daily trading and analyzing weekly settlement reports
  • Weekly qualitative report uncovering the entities behind the trading activity and a list of key institutions by share position
  • Ongoing stock alerts generated when price/volume exceed preset metrics
  • Dossiers on activist investors that enter the stock
  • Predictive database to pinpoint major investors that drastically alter their share positions upon sudden stock price declines
  • Quarterly meeting matrix to measure effectiveness of the IR program
  • Prioritize investor lists for roadshows by investment/governance compatibility

About Us

Changing the Shareholder Communication Conversation

Alliance Advisors is a multi-faceted proxy solicitation and advisory firm that understands success lies in evolving with our clients and their needs.

Learn More