InvestorSight

Predictive intelligence for shareholder activism

InvestorSight
InvestorSight

A clearer view of
shareholder activism.

A clearer view of
shareholder activism.

Predictive intelligence for proxy contests, board refreshment, and shareholder votes. Understand where pressure is building — and the people who will decide what happens next.

Predictive intelligence for proxy contests, board refreshment, and shareholder votes. Understand where pressure is building — and the people who will decide what happens next.

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Sightlines by InvestorSight. Unsubscribe at any time.

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Explore the platform

What’s moving shareholders, and why it matters

A clearer view of
shareholder activism.

Predictive intelligence for proxy contests, board refreshment, and shareholder votes. Understand where pressure is building — and the people who will decide what happens next.

Subscribe to Sightlines.

Confirm your work email to receive Sightlines when it launches.

Sightlines by InvestorSight. Unsubscribe at any time.

Request a demo

Explore the platform

What’s moving shareholders, and why it matters

A clearer view of
shareholder activism.

Predictive intelligence for proxy contests, board refreshment, and shareholder votes. Understand where pressure is building — and the people who will decide what happens next.

Subscribe to Sightlines.

Confirm your work email to receive Sightlines when it launches.

Sightlines by InvestorSight. Unsubscribe at any time.

Request a demo

Explore the platform

What’s moving shareholders, and why it matters

Vulnerability Index showing six sample companies, exposure scores and escalation status.

Illustrative platform data

Vulnerability Index showing six sample companies, exposure scores and escalation status.

Illustrative platform data

Vulnerability Index showing six sample companies, exposure scores and escalation status.

Illustrative platform data

A connected view of the public markets.

Covered companies

Directors

Investors

Founded by tenured professors and data scientists.

Founded by tenured professors and data scientists.

We bring academic research to the questions that matter in shareholder engagement. Our models connect company performance, board composition, director support, and investor behavior.

Built independently of any advisory mandate, InvestorSight helps you understand the evidence behind an exposure score, and turn it into a more informed decision.

We bring academic research to the questions that matter in shareholder engagement. Our models connect company performance, board composition, director support, and investor behavior.

Built independently of any advisory mandate, InvestorSight helps you understand the evidence behind an exposure score, and turn it into a more informed decision.

What the research is built on.

What every model and every score rests on.

What the research is built on.

What every model and every score rests on.

Models that connect the signals.

Machine learning, natural language processing, and generative AI turn complex financial and governance information into forecasts you can examine.

Models that connect the signals.

Machine learning, natural language processing, and generative AI turn complex financial and governance information into forecasts you can examine.

Models that connect the signals.

Machine learning, natural language processing, and generative AI turn complex financial and governance information into forecasts you can examine.

A broader evidence base.

Proprietary pipelines connect billions of data points across more than 3,000 companies, 56,000 directors, and 38,000 investors.

A broader evidence base.

Proprietary pipelines connect billions of data points across more than 3,000 companies, 56,000 directors, and 38,000 investors.

A broader evidence base.

Proprietary pipelines connect billions of data points across more than 3,000 companies, 56,000 directors, and 38,000 investors.

An independent point of view.

Tenured professors and data scientists bring the discipline of academic research to capital markets, independent of an advisory mandate.

An independent point of view.

Tenured professors and data scientists bring the discipline of academic research to capital markets, independent of an advisory mandate.

An independent point of view.

Tenured professors and data scientists bring the discipline of academic research to capital markets, independent of an advisory mandate.

Your research desk.

Follow the signal from company exposure to the factors, nominees, and votes behind it.

Your research desk.

Follow the signal from company exposure to the factors, nominees, and votes behind it.

Know where to look first.

Every covered issuer ranked by its probability of activist engagement over the next four quarters, refreshed intraday.

  • Company vulnerability scores
  • Peer and sector context
  • Changes that deserve a closer look
See how the ranking is built
Vulnerability Index showing six sample companies, exposure scores and escalation status.
Vulnerability IndexIllustrative data

Four levels. One predictive system.

The company is the venue. The board shapes the contest. Directors stand for election. Shareholders decide the outcome.

Four levels. One predictive system.

The company is the venue. The board shapes the contest. Directors stand for election. Shareholders decide the outcome.

3,000+ issuers

Company

How likely is this company to be targeted in the next 12 months, and why?

A 0–100 vulnerability score, top drivers, peer and sector percentiles, and the most compelling activist angle.

3,000+ issuers

Company

How likely is this company to be targeted in the next 12 months, and why?

A 0–100 vulnerability score, top drivers, peer and sector percentiles, and the most compelling activist angle.

The board as a unit

Board

Where is this board exposed, and how would changes shift the picture?

Exposure profile, soft-seat identification, nominee fit, and sensitivity to slate and committee changes.

The board as a unit

Board

Where is this board exposed, and how would changes shift the picture?

Exposure profile, soft-seat identification, nominee fit, and sensitivity to slate and committee changes.

56,000+ directors

Director

How much support will each nominee receive, and how would dissidents fare?

Predicted For/Withhold support, each director’s strengths and weaknesses, and side-by-side horse races.

56,000+ directors

Director

How much support will each nominee receive, and how would dissidents fare?

Predicted For/Withhold support, each director’s strengths and weaknesses, and side-by-side horse races.

38,000+ investors

Shareholder

How will each investor vote, and which factors move it?

Investor-level vote probabilities, issue-specific drivers, and win-path scenarios to 50%+.

38,000+ investors

Shareholder

How will each investor vote, and which factors move it?

Investor-level vote probabilities, issue-specific drivers, and win-path scenarios to 50%+.

Built in a research lab. Tested beyond it.

Out-of-sample validation puts the models against data they have not seen before.

Built in a research lab. Tested beyond it.

Out-of-sample validation puts the models against data they have not seen before.

Targeting lift

Top-5% ranked companies face hedge fund campaigns at over four times the base rate. Russell 3000, out of sample.

Director-vote accuracy

Out-of-sample classification of director support levels.

SEC filings

Plus transcripts, proxies, press, and analyst commentary converted to model features.

Where the model
finds concentration.

Realized 12-month targeting rate by model rank. Russell 3000, out of sample.

Base rate: the share of all constituents facing a hedge fund campaign in a 12-month window.

Research report illustration

Predictive Modeling in Shareholder Activism

Company · Board · Director · Shareholder

Every score should stand up to scrutiny.

Our research connects vulnerability across companies, boards, directors, and shareholders. See the data, modeling approach, and out-of-sample results behind InvestorSight.

4×

The base rate of hedge fund campaigns among our top-5% ranked companies.

See the four models

Every score should stand up to scrutiny.

Our research connects vulnerability across companies, boards, directors, and shareholders. See the data, modeling approach, and out-of-sample results behind InvestorSight.

4×

The base rate of hedge fund campaigns among our top-5% ranked companies.

See the four models

Every score should stand up to scrutiny.

Our research connects vulnerability across companies, boards, directors, and shareholders. See the data, modeling approach, and out-of-sample results behind InvestorSight.

4×

The base rate of hedge fund campaigns among our top-5% ranked companies.

See the four models

Who this is for.

Who this is for.

Advisors

Find issuers with rising exposure. Bring named-seat and named-holder specifics to the conversation, and turn a cold pitch into a diagnosis.

Bring research to the discussion

Investors & activists

A ranked, explained target list with the seat, slate, and vote count attached, plus a feasibility read before committing capital.

Examine the opportunity

Corporates

See pressure building. Understand which seats may draw withholds, which holders decide a contest, and how a decision could move the numbers.

Understand your exposure

Sightlines.

A concise dispatch from our research desk: the highest-scoring names, the filings and register changes behind each move, and what it means for campaigns, boards, and votes.

Sightlines.

A concise dispatch from our research desk: the highest-scoring names, the filings and register changes behind each move, and what it means for campaigns, boards, and votes.

The day’s top movers

The names whose vulnerability scores moved most overnight, ranked and explained.

The events behind them

Filings, register changes, 13Ds, and disclosures that drove each move.

The events behind them

Filings, register changes, 13Ds, and disclosures that drove each move.

What it means

Editorial analysis on campaigns, boards, and the votes ahead.

What it means

Editorial analysis on campaigns, boards, and the votes ahead.

Sightlines.

Sightlines.

Sightlines.

What’s moving shareholders, and why it matters

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Subscribe to Sightlines.

Confirm your work email to receive Sightlines when it launches.

Sightlines by InvestorSight. Unsubscribe at any time.