TotalEnergies is a global multi-energy company that produces and markets various types of energy, including oil, biofuels, natural gas, green gases, renewables, and electricity. With over 100,000 employees, the company strives to make energy more affordable, cleaner, reliable, and accessible to everyone. Operating in more than 130 countries, TotalEnergies puts sustainable development in all its dimensions at the heart of its projects and operations to contribute to the well-being of people.
Case study: Streamlining shareholder identification
TotalEnergies Investor Relations team faced a challenge when identifying the shareholders or the intermediaries that did not respond to their requests. Manually monitoring them on a daily basis was time-consuming and diverted attention away from other key tasks, such as understanding their shareholder base, anticipating investor needs, and identifying prospective investors.
TotalEnergies has implemented InvestorInsight to simplify its shareholder identification process. This tool enables the company to collect shareholder information in a well-organised and timely manner, leading to more effective and proactive management. With its automated processes and the support of the Euroclear team handling all identification requests, TotalEnergies gains accurate insight into investor behaviour and expectations presented in a clear and structured format.
The Investor Relations Manager for TotalEnergies, Cecilia Marx, said: “We have been able to have a more precise view of our shareholders since SRD II via InvestorInsight. We can monitor the shareholders or the intermediaries that did not respond to the request on a daily basis and target the people or institutions that we want to focus on. The InvestorInsight team proactively targeted those non-responding intermediaries, including the large French banks for retail investors. This is also crucial for the organisation of our AGM and has been a positive point for us. We have also seen an improvement in identifying small institutions to target and plan our roadshows.”
