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Q1 Ownership Intelligence Report

Friday, June 17, 2022

Our latest ownership intelligence report on Q1 ETF fund flows is now available. Learn about Q1 flows, flows relative to AUM, equity flows by cap, and price change of comparable S&P 500 sector.

62972EQUS Corporate Actions Whitepaper Social9

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Key Differences Between Corporate Actions

Wednesday, June 16, 2021

There are as many ways to structure a corporate action as there are reasons to embark upon one. Continue reading to find out more about the complex world of corporate actions and how to complete one with the help of a transfer agent.

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2021 Annual Meeting Season Forecast

Thursday, March 4, 2021

With the impacts of COVID-19 hitting just as the season took off, “fraught” was the watchword of 2020’s AGMs

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2020 IPO Review

Tuesday, January 26, 2021

As we look back on market performance in 2020, we found that the pandemic amplified the revival of competition between the east and west, something that had already begun to affect IPO activity in 2019.

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Why Companies Need A Transfer Agent

Wednesday, January 13, 2021

Understanding the work of a transfer agent isn't always cut and dried, especially when the future of your business and its shareholders are involved. Read more on the topic of why companies need a transfer agent.

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Five Things To Consider When Evaluating Your Equity Compensation Administration Spend

Thursday, November 19, 2020

As companies continue to wrestle with the economic uncertainty associated with COVID-19, many are looking for ways to reduce expenses and improve efficiency. Evaluating the current cost of managing your company’s equity compensation services is one way to gain efficiency and be more effective.