The steps described below for successful identification and analysis are based on the tried and tested methodology of my own firm CapMark Clarity. The bad practices described herein are not specifically in reference to the work of any other provider, or providers. Furthermore, the opinions expressed are my own and are based on my achievements in the industry having successfully and consistently serviced several of the world’s largest public companies.
Following the reaction to the post on share registers, it seems only right to explore shareholder identification in more detail…so here goes.
For more on share registers visit ‘The truth about share registers’
For more on the importance of a good report visit ‘Lesson 2: Analyse and assess’