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How to download into PDF an Organization Profile?

  1. Go to Investors.
  2. Choose All investors, possible to do the same in My Shareholders and Peer comparison.
  3. In the column Name, all the names of the investors are reflecting, click on the name of the investor you are interested in. In this case we are selecting "Fidelity" as an example. See below:Click on the investor name, such as “Fidelity”, in the “All Investors” list to open their Organization Profile
  4. Once entering the profile of the investor, you just need to click on Get Report and then Download PDF Report. See below:In the investor profile, click “Get Report” and then “Download PDF Report” to generate the Organization Profile
  5. Select the relevant options to customize your Organisation Profile (Last Meetings, Data Source, Holdings Data Type and Display Group Holdings) and click on Generate Report:Select customization options and click the download icon in the top-right corner to save the “Organization Profile” as a PDF
  6.  A preview of the Organsation Profile is now reflecting on screen. Click on the download icon, in the top-right corner to download the PDF:
  7. Finally, an Organisation Report is downloaded in your computer. It puts together in one PDF the overview of the investor, the Investment approach, the details of investment, the comments, the key Contacts, the Holdings, Group Holdings, the Meeting History and the Holdings Breakdown by Industry and Geography.