Euroclear InvestorInsight®

Euroclear InvestorInsight provides issuers with a fast and reliable way to obtain a comprehensive list of shareholders in a user-friendly format. It also helps intermediaries in the custody chain to comply with SRD II requirements. The service offers high-quality data and presents it in a clear, intuitive dashboard – enabling issuers to understand the composition and evolution of their shareholder base. Intermediaries can use this tool to manage mandatory shareholder identification disclosure requests efficiently.

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Euroclear InvestorInsight offers a secure and user-friendly platform for both issuers and intermediaries, ensuring efficient and smooth management of the shareholder identification process and compliance with SRD II obligations. From retail to institutional investors, listed companies gain a full overview through detailed shareholder identification reports and comprehensive insights into their shareholder base.

Shareholder identification enables issuers to identify their ultimate shareholders and regularly monitor trading activity that may affect share price volatility, depending on their investor relation needs. It supports better engagement with investors, helping to build confidence and trust throughout the financial calendar year – including AGMs.

InvestorInsight enables issuers to gain a thorough understanding of their shareholder base – including types of investors, investment strategies, geographical evolution and buying/selling trends – helping to build a more effective investor relations strategy.  This in turn enhances corporate governance and facilitates data-driven business decisions within record deadlines. We identify an average of 98% of your shareholders and collect approximately 60% of their individual email addresses.

InvestorInsight facilitates compliance with SRD II obligation by enabling intermediaries in the custody chain to transmit required shareholder information via STP or, alternatively, through manual upload to the platform. If preferred, intermediaries can also manually respond on InvestorInsight (via upload or manual entry) rather than transmitting via SWIFT.

InvestorInsight provides in-depth shareholder analysis, including valuable information on funds and their asset managers – accessible directly within InvestorInsight. The Shareholder Identification Board Report delivers comprehensive insights into your shareholder base to support informed strategic decisions. Unlock the power of data to transform your company’s investor perception.

Yes, you can request a demo to explore how InvestorInsight can streamline your shareholder identification process and meet your specific post SRD II needs – as an issuer, issuer agent or intermediary.

• Extended outreach: Access shareholder information from a global network of intermediaries.
• Comprehensive shareholder information: Receive full coverage of shareholders, regardless of their country of residence or holding structure, along with verified contact details.
• Reliability and transparency: Get 100% verifiable responses, intuitively consolidated in a user-friendly format.
• Speed: Benefit from a fully automated process with strict deadlines on intermediaries. Result: access an initial report within one day.
• Easy access: Enjoy fast and convenient access to shareholder analysis that is both informative and visually appealing, ideal for use in reports.
• Expertise: Rely on our expert support team to help optimise your identification rate and interpret your results.

• Identification of shareholders: Details about ultimate beneficial owners of the company's shares.
• Shareholder structure: Insights into the composition of the shareholder base, such as institutional versus retail investors.
• Geographical distribution: Understanding of where the shareholders are based, to identify regional trends.
• Behavioural insights: Analysis of investor buying and selling trends for a better engagement.
• Regulatory compliance data: Information needed to meet obligations under regulations like the SRD II.

This data empowers companies to enhance corporate governance, improve communication with investors and make informed strategic decisions.

You need to create an account using your professional email address and set up Multi-Factor Authentication (MFA). Then, create your entity – you can create additional user(s) for your entity. Our dedicated InvestorInsight Operational Support team is always by your side: feel free to reach out to them by phone (+33 1 55 34 51 35) or email (support.investorinsight@euroclear.com) whenever you need assistance.

As an issuer or issuer agent you will need to contact our Operational Support team (support.investorinsight@euroclear.com) to provide legal documents in order to finalise your onboarding. For more details, you can read these quick cards:

• my.euroclear.com/dam/SHARED/SRDII-Public/video-self-onboarding.mp4/jcr:content/renditions/cq5dam.video.hq.m4v
• Euroclear InvestorInsight - Getting started quick card for issuers and issuer agents (Interactive pdf 400Kb)

For the production environment, log in with your email and password via this access: InvestorInsight. Then, enter the six-digit code from your Google or Microsoft Authenticator into the confirmation field.

In case of a new mobile phone or Google Authenticator, you can contact us at support.investorinsight@euroclear.com or +33 1 55 34 51 35). They will send you a new link.

You can log in to the InvestorInsight platform or request a demo to explore its features. Existing users can access a range of solutions to optimise their investor relations activities.

Click on 'Forgot my password' and you will receive an email to set a new one.

InvestorInsight is a user-friendly web-based platform.

• As an issuer or issuer agent, you can create disclosure requests and access detailed shareholding data, historical charts and graphs. The platform operates in three simple steps.

1. You submit a shareholder identification request through the platform, specifying the date and scope of your analysis.
2.     Euroclear processes your request and collects the relevant data from the intermediaries in its network using standardised formats and protocols.
3.     Euroclear delivers the results to you through the platform in a clear and concise report that you can download, analyse and export.

• As an intermediary, you can receive mandatory shareholder identification disclosure requests and transmit the necessary shareholder information via STP or manual upload on the platform

We held a webinar to help issuers unlock the full potential of InvestorInsight in both French and English versions. You can find the respective recordings below.

Euroclear InvestorInsight webinar - English session - Euroclear

Euroclear InvestorInsight webinar - French session - Euroclear

You can access an initial report within one day from the record date and benefit from a fully automated process, with strict deadlines imposed on intermediaries. This ensures a reliable and comprehensive shareholder identification in record time, with a 98% identification rate within 5 business days.

The InvestorInsight platform offers seamless access to your data. Multiple reports are available for consultation or download. Once on the platform, simply hover your mouse over your request – a pop-up will appear, allowing you to download the data in your preferred format from four available options

• Intermediaries Overview: Intermediary responses with a full view of the holding chain
• End investor’s view: Detailed Final Beneficial Owners 
• End investor’s view: Final Beneficial Owners Export
• Reconciliation report: Aggregated Final Beneficial Owners

This quick card on MyEuroclear summarises how to download your reports: Euroclear investorInsight - Quick card

We provide in-depth shareholder analysis, including valuable information on funds and their asset managers. Our Shareholder Identification Board Report delivers comprehensive views of your shareholder base to support informed strategic decisions. Unlock the power of data to transform your company’s investor engagement.

We held a webinar to help issuers unlock the full potential of InvestorInsight in both French and English versions. You can find the respective recordings below.

Euroclear InvestorInsight webinar - English session - Euroclear

Euroclear InvestorInsight webinar - French session - Euroclear

In Belgium and the Netherlands, SRD II only applies to shares on regulated markets, based on issuer’s jurisdiction.

France has extended the SRD II directive to cover all financial instruments, including equities on unregulated markets, bonds, negotiable debt securities and collective investment funds.

The Netherlands has introduced a 0.5% threshold for the disclosure requests based on the number of shares outstanding.

The data is available in Excel or CSV format – you can choose whichever suits your needs best.

Euroclear InvestorInsight is a unique solution that helps companies comply with SRD II and optimise their AGM preparation and participation. You can identify your shareholders up to a month before your AGM, giving you enough time to plan and execute engagement activities.

Focus on the most relevant and influential shareholders – like activist investors or proxy advisors – and engage with them on potentially sensitive resolutions or controversies.

SRD II empowers EU-listed companies to identify their ultimate shareholders, encouraging more engagement and transparency in corporate governance. It requires both shareholders and companies to take a more active role in the process.

Our InvestorInsight platform is GDPR-compliant and operates on a secure cloud–based data infrastructure.

Yes, InvestorInsight is designed to help businesses comply seamlessly with SRD II obligations, ensuring regulatory compliance.

You can contact us by email (support.investorinsight@euroclear.com) or by phone (+33 1 55 34 51 35). Our team will respond to you as quickly as possible in English or French, depending on your preference (usually within the same day).

You can explore various types of support on our dedicated page 

Or consult our quick cards on MyEuroclear

Or consult our videos:

Euroclear InvestorInsight webinar - English session - Euroclear

Euroclear InvestorInsight webinar - French session - Euroclear