Financial Sponsors Manage the institutional/fund/contact coverage already in the database following the procedures already established for each country. Identify new sources of information in order to increase the institutional/fund/contact coverage in country/countries followed. Follow the financial press in the country/countries assigned. Keep up with regulation relating to the institutional/fund/contact. Interpret and then integrate data quickly and qualitatively in strict accordance with the established rules. Mutual Funds Manage the Mutual Funds coverage already in the database following the procedures already established for each country. Identify new sources of information in order to increase the Funds/Contacts coverage in country/countries followed. Follow the financial press in the country/countries assigned. Keep up with regulation relating to Funds/Contacts. Interpret and then integrate data quickly and qualitatively in strict accordance with the established rules. Stakes Manage full coverage of stakes ownership, so that no company within the assigned universe of companies remains un-researched more than 30 days. Process all disclosure of ownership changes within the assigned universe daily. Keep the coverage up to data; daily updates mainly based on shareholder’s ownership disclosures and between 1,000 and 3,000 periodic updates of ownership profiles per year, based on company reports or other public sources. Find all public data that is relevant for analyzing the ownership to the client respecting the methodology. Understand and being able to explain why ownership has been described in a specific way or why it hasn’t been taken into account.

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