MZ Launches Investment Fund Portfolio Surveillance System in Brazil

Brazil - Português

Web platform allows publicly-traded companies to monitor the purchase and sale of their shares and those of their peers

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Oct 25, 2011, 02:00 ET

SAO PAULO, Oct. 25, 2011 /PRNewswire/ -- MZ – IR Services (www.mz-ir.com), the world's leading independent provider of investor relations consulting, services and technology, announces the launch of the Stock Surveillance Monitor ("SSM"). This new user-friendly and web-accessible technological platform allows companies to monitor the composition of investment fund portfolios on a daily basis, and analyze the main factors influencing the trading of their own shares and those of their peers. The SSM also allows the more efficient targeting of new investors, and provides important input allowing IR professionals to continuously sell the company's investment story in a more effective manner.

The SSM tool is the first in Brazil to identify in a simple and intuitive way which investment funds/fund managers are holding a given stock in their portfolios. SSM allows companies to monitor the purchase and sale trends of any stock acquired on the Bovespa month by month and compare the purchase and sale trends of their sector and investment peers.

Together with MZ-CRM, SSM also gives companies full control over their shareholder base, as well as those of their peers, allowing them to map market tendencies and ensure more precise investor targeting.

The system's enormous database has information on more than 10,000 funds registered with the CVM, as well as data on more than 580 fund managers and historical figures on more than 450,000 portfolios going back to 2005.

Using the tickers of any spot market stock traded on the Bovespa, the system gives its users access to:

the number of shares bought and sold by the investment funds (R$ and units);
the stock's current position in the fund portfolio (R$, units and %);
net assets and turnover of the investment funds;
data on the managers of each investment fund.

To learn more about MZ's new technological solution, go to www.mz-ir.com/ssm and register for a free trial.

About MZ – IR Services www.mz-ir.com): With a market share of over 80% and more than 90% of all IPOs held since 2001, MZ is the MZ Group business unit responsible for creating, developing, implementing and operating global investor relations programs for listed companies, as well as unlisted companies seeking qualified access to the debt market (reducing their cost of capital and forming relations with rating agencies). Through its unique business model combining technology, content/services and consulting, MZ has recently expanded to Asia (MZ Asia Pacific) and the United States (MZIlios and MZHCI).

For further information:
Adriana Perobelli
(11) 3529-3863
[email protected]
Leonardo Monteiro
(11) 3529-3865
[email protected]

SOURCE MZ Group