Winterflood is delighted to announce that, as a key part of the expansion of its Corporate Services offerings, it has now launched its Winterflood Retail Intelligence (WRI) product. WRI is a proprietary data analytics solution which provides market participants with signals, such as retail imbalance, skew and divergence analysis. It also provides intelligence for Investment trusts and IROs for investor targeting and marketing. 

WRI helps to identify the mechanics, granularity and nuances of retail investors enabling enhanced market, sector and peer analysis. It helps Equity capital market (ECM) teams, buy side Portfolio managers (PMs) and IROs to facilitate strategies around arbitrage opportunities, liquidity, dividend behaviour, sentiment and direction.

Joe Winkley, Head of Winterflood Corporate Services, said: “WRI represents a key addition to our Investment Trust and Corporate Services offering. Alongside the Winterflood Retail Access Platform (“WRAP”) this enables us to provide best-in-class support to corporates in relation to their retail shareholders, from information and data through to retail distribution.”

Will Keith, WRI Product Development Adviser, said: “WRI forms part of a suite of proprietary solutions aimed at helping issuers with their retail strategy. Retail investors are a vital part of the market, not least due to liquidity, and WRI helps issuers unlock that data and intelligence.”

Scott Lesser, Head of Trading Solutions & Analytics at Winterflood said: “Leveraging Winterflood’s position as a leading provider of both liquidity and proprietary trading data, we have created an advanced statistical analysis solution. We are excited about the opportunities that this brings in order to shine a light on the pivotal role of retail investors in the wider market."

To learn more about WRI, or to discuss the topic in further detail, contact the Winterflood Retail Intelligence team