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Introducing Invictus Client Portal

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Invictus was developed by Â鶹¶ÌÊÓƵ´«Ã½ to “Smash the Black Box” around proxy solicitation management and shareholder ownership insights. Through a customized digital portal, Invictus brings you inside the action by providing on-demand access to:

  • Deep Ownership Insight & Peer Group Analysis
  • Complete Digital Management of your Annual/Special Meetings
  • Comprehensive, Real-time Vote Reporting
  • Historical Voting Actions and Outcomes

Share ownership movement and proxy solicitation functions have been opaque for too long. We are changing the game by providing full transparency of critical shareholder data in a modern digital framework that will:

  • Simplify access to institutional investor activity
  • Facilitate intelligent IR decision-making
  • Streamline the management of Annual/Special Meetings.
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3 distinct modules

Invictus has 3 distinct modules that can be utilized independently or together to support your year round IR needs.

1

Proxy Logistics

Kick-off your meeting planning with a digital step-by-step process that ensures SEC/NYSE compliance and immediately puts you in sync with your Alliance Advisory account executive.

Our digital timeline continuously guides you through the next step of the meeting process and provides the flexibility to make changes/updates in real time.

No more scrambling for dates – your whole plan and current status lives in one spot.

2

Proxy Solicitation

Complimenting the Logistics module, our Solicitation component provides real-time, executive level vote reporting with a visual voting progression to help you keep a pulse on the campaign. With 1 additional click, you¡¯ll see a clean, detailed voting status of your top investors, their voting policies, proxy advisory influences, and contacts of key decision-makers at the institution.

Further, our institutional Influence Analysis provides a critical forecasting tool that quantifies the impact of each proxy advisory firm¡¯s recommendations on your current slate of proposals. And each of those proxy advisory reports from ISS/Glass Lewis will immediately be posted to the portal for your review. We¡¯ll maintain your historical voting data each year, allowing for trend comparisons and a great teaching tool to maintain continuity within your organization.

3

Ownership Insight

OI is your digital platform for year round stakeholder management. IR professionals will appreciate the ease of tracking share flow and viewing updated, weekly changes in your top investor positions.

Dive further into your institutional investor profiles to understand their investment objectives, key data points such as cost basis, and primary investor contact info.

The customized peer group analysis tool allows for a quick performance metrics comparison and opens the exploration into new potential investors.

Data from your meetings with Institutional shareholders is preserved Indefinitely. So, regardless of changes in roles or personnel within your company, your historical data is always available to current management.

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in Action

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Experience a live personalized demo and find out how the Invictus digital portal quickly and easily provides greater depth to your shareholder insights and simplifies annual & special meeting management.

What Can I Expect?

  • A brief discussion to understand your IR and Proxy issues, reporting requirements, and your current use of shareholder data
  • A Live demo of the Ownership Insight, Proxy Solicitation, or Logistics modules, or all 3.
  • All of your questions answered and demo completed in < 20 min.
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