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EQ’s Transformation in Action: Enhanced Client Team Structure
article Equity Plan Solutions

EQ’s Transformation in Action: Enhanced Client Team Structure

Wednesday, November 8, 2023

Learn about how our Equity Plan Solutions (EPS) business is evolving into a more valuable partner and trusted advisor.

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Street Name vs. Registered Holdings – What’s the Difference to You as an Issuer and to Your Shareholders?
article Transfer Agent

Street Name vs. Registered Holdings – What’s the Difference to You as an Issuer and to Your Shareholders?

Tuesday, October 3, 2023

You may have heard people discuss stockholdings and using the terms Street Name and Registered. What does this really mean?

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Understanding Ownership Data Can Help Defend Against Closed-End Fund Activism
article Mutual Funds

Understanding Ownership Data Can Help Defend Against Closed-End Fund Activism

Thursday, August 3, 2023

Activists focused on Closed-end Funds (CEF) have significantly increased their efforts and advanced their techniques. As these investors target CEFs, understanding your ownership data can help you devise appropriate outreach and defense strategies. 

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How Proactive Monitoring Strengthens Your Shareholder Engagement Strategy
article Corporate Proxy

How Proactive Monitoring Strengthens Your Shareholder Engagement Strategy

Tuesday, July 25, 2023

Proactive monitoring of shareholders is essential for developing a stronger shareholder engagement strategy.

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Why Ownership Intelligence Drives Greater Knowledge Per Share
article Ownership Intelligence

Why Ownership Intelligence Drives Greater Knowledge Per Share

Friday, May 19, 2023

Explore the impact of shareholder engagement on increasing knowledge per share and delve into strategies for effective engagement, benefits for shareholders, and the importance of informed decision-making.

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Embracing the Shift to T+1 Settlement: Reducing Risk and Enhancing Efficiency in Financial Markets
article Transfer Agent

Embracing the Shift to T+1 Settlement: Reducing Risk and Enhancing Efficiency in Financial Markets

Monday, May 15, 2023

Explore the shift to T+1 settlement in financial markets, its impact on reducing counterparty risk, and how to prepare for the transition.

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