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83016EQUS ETF Fund Flows Q1 Report (1)
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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.

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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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68370EQUS Escheatment 101 Whitepaper Imagery Blog Refresh3
whitepaper Governance

Escheatment 101: What Issuers Need To Know

Friday, May 21, 2021

Lost shareholders. Thousands of reports. Changing legislation. Audits. Why is escheatment so complicated? Is your transfer agent doing everything they can? And whose responsibility is it anyway?

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2021 Annual Meeting Season Forecast_800x600
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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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IPO Thumbnail 800X600
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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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59994EQUS TA White Paper Blog Imagery2
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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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