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Effectively Target Institutions and Institutional Contacts

Comprehensive Global Content
Thomson Reuters Ownership & Profiles data consists of holdings worth over $36 trillion identified from more than 70 countries and intelligence on 20,000+ investment institutions worldwide, 60,000 mutual and hedge funds and detailed information on more than160,000+ buy and sell-side professionals.
  • Account Coverage Assignment - Assign coverage to accounts at an institutional or fund level. Define an unlimited number of primary, secondary account responsibilities across three functional levels (sales, trading and research).
  • Stock Contacts - Identify contacts that would have potential interest in stock specific ideas.
  • Focus List - Generate a list of holders across a group of stocks.
  • Private Portfolio/Interest List - Load the ownership interest information your counterparties send to you. Private Portfolios are co-mingled into holders reports.
  • Powerful Search Engine - Allows you to target the right Institutions, Funds and Contacts based on your prospecting requirements.
Institutional Sales & Trading
  • Better position yourself and ideas to the buy-side
  • Prioritize your client and prospect calls efficiently
  • Maximize order flow
  • Effectively target institutions and instituional contacts
  • Be alerted to changes via email