The BWI Shareholder Confidence Index based on our daily consultations with global investors.
If you would like more detailed shareholder conviction intelligence on Global Financial companies or the 4Q 2024 Shareholder Confidence Index, please contact Matthew Lapointe or Gordon Peck.
Largest Changes in Shareholder Confidence in Quality – Global FIG Sector
(YE 4Q 2024 vs. YE 3Q 2024)
Asset Managers
Largest Increase: AGF Management Ltd 4.7%
Largest Decrease: Janus Henderson Group PLC -1.6%
Banks
Largest Increase: M&T Bank Corp 2.3%
Largest Decrease: Toronto-Dominion Bank -2%
Financial Services
Largest Increase: The Charles Schwab Corporation 6.5%
Largest Decrease: Moody’s Corp -6%
Financial Technology
Largest Increase: Paypal Holdings Inc 1.7%
Largest Decrease: American Express Co -1.5%
Insurance – Life
Largest Increase: Unum Group 2.5%
Largest Decrease: SCOR SE -2.9%
Insurance – P&C
Largest Increase: Sampo Oyj 2.3%
Largest Decrease: Voya Financial Inc -2.6%
If you would like to subscribe to the BWI Shareholder Confidence Intel including full reports on individual companies with verbatim please see contacts below.
About Brendan Wood International:
Brendan Wood International (BWI), formed in 1970, is a private advisory group which originates performance investigation programs in the capital markets. Relying on its real time intelligence, BWI advises public companies, institutional and activist investors, investment banks and broker dealers on strategy, performance and recruitment of TopGun talent. Big cap companies looking for comprehensive investor confidence data on their organizations are likely to discover that Brendan Wood partners consult with their investors non stop year round. There are 2000+ live consultations with investment professionals overseeing +/- $60 trillion invested in the +/- 1400 big cap companies on the BWI Index. Investors depend on BWI to quantify the demand side of the investment industry, including the name by name research sales and trading professionals who influence investor demand. The firm’s partners have formally presented at 1000+ C level strategy meetings and corporate off-sites in fifty cities. Brendan Wood founded the exclusive TopGun Club, a performance based institution.
Disclaimer:
We wish to emphasize that all reports, evaluations and assessments contained herein, represent Brendan Wood International’s subjective judgment and opinions, based on our years of experience and on information obtained by us in the course of our research. Much of the factual information contained in the reports has been obtained by us from third parties on whose responses we have relied in good faith, independent verification by Brendan Wood International being, under the circumstances, impossible. While we believe that you will find our reports to be an invaluable tool in formulating your own strategies and judgments, the foregoing should be borne in mind. This report is not meant as investment advice and should not be interpreted as advising on the value of a company’s securities, the advisability of investing in, purchasing or selling any company’s securities or any other conclusion relating to investment/divestiture of a company’s securities. Finally, this report is not intended as an offer or solicitation for the purchase or sale of any company’s securities.
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Contacts:
Matthew Lapointe
Director – Financials
Brendan Wood International
+1 416 924 8110
mlapointe@brendanwood.com
Gordon Peck
Managing Director
Brendan Wood International
+1 416 924 8110
gpeck@brendanwood.com
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