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charlesatherton

Charles Atherton & Partners is an investor relations firm based in Paris that helps companies connect with institutional investors in France. The Paris market has over €2.2 trillion in assets under management, making it the second largest fund market in Europe. The firm aims to match companies to appropriate long-term investors in Paris through services like evaluating existing contacts, identifying new contacts, arranging meetings, and providing market feedback. They have an established European client base and offer services starting at €2,000 with pricing dependent on the size of the company and shareholders targeted.

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the Paris Institutional Investor market Charles Atherton & Partners
Introduction Thank-you for opening our presentation on Paris. Everyone rightly pays great attention to the US and UK markets. Paris, with over €2,200bn in assets under management, deserves more than a passing visit. It is the world¡¯s 2 nd largest fund market (€1,300bn) and more complex than the other European markets. Our role is to match the right investor to your company¡¯s profile ¨C giving you the opportunity to create a long term shareholder relationship. I look forward to ensuring your success. Charles Atherton
Major features of Paris € 2,200bn assets under management € 1,300bn invested in UCITS and €500bn in equity style funds 10 sell side houses with analysts 4 leading managers with + €100bn a.u.m. 70+ midsize managers buying into European small and mid caps
Evaluating your Paris IR contacts By analyzing your existing contact base we can identify and provide the missing links Regular updating will alert you to new investment opportunities as contacts move around the market Attitude research will show how you are perceived and meeting investors¡¯ expectations
Developing new investor contacts We can identify new investor contacts from our data to match your company profile Arrange new contact opportunities to cover one or two days in Paris By obtaining market feedback on investment attitudes and opinions on your company you will know how to react Finally ongoing support for contacts to benefit your progress in Paris
Our European client base Aldata, Alma Media, Fortum, Kesko, M-real, Neste Oil, Outokumpo, Partek, Rukki, Sampo, Stora Enso, Lundbeck Depfa Bank Ballis, Forthnet, Neochimiki, Nikas, Plaisio Dockwise, Heijmans Cermaq, Hafslund, Kenor, Kverneland, Sevan Marine Gunnebo, Nobia, Swedish Match Givaudan
Fee structure Our fees are adapted to your requirements for a single project or an ongoing contract Based on a basic shareholder evaluation through to a two day visit in Paris A minimum charge is €2,000 with a daily rate base dependant on the shareholder and market cap size
Charles Atherton 20 years financial communications experience in the City of London In 1982 moved to Paris and launched the first international financial agency 1989 elected member of America¡¯s National Investor Relations Institute after Anheuser Busch¡¯s European listing .
The Partners We are privileged to have with us as consulting partners : An English Chartered Accountant - a former fund manager and broker A French Certified Investment Analyst An American financial copywriter An American Strategic Media Communications expert A French financial copywriter A French bi-lingual adviser
Charles Atherton & Partners Paris Tel: 33 1 49 10 06 22 Mobile: 33 6 23 17 66 07 E-mail: charles@atherton.com

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  • 1. the Paris Institutional Investor market Charles Atherton & Partners
  • 2. Introduction Thank-you for opening our presentation on Paris. Everyone rightly pays great attention to the US and UK markets. Paris, with over €2,200bn in assets under management, deserves more than a passing visit. It is the world¡¯s 2 nd largest fund market (€1,300bn) and more complex than the other European markets. Our role is to match the right investor to your company¡¯s profile ¨C giving you the opportunity to create a long term shareholder relationship. I look forward to ensuring your success. Charles Atherton
  • 3. Major features of Paris € 2,200bn assets under management € 1,300bn invested in UCITS and €500bn in equity style funds 10 sell side houses with analysts 4 leading managers with + €100bn a.u.m. 70+ midsize managers buying into European small and mid caps
  • 4. Evaluating your Paris IR contacts By analyzing your existing contact base we can identify and provide the missing links Regular updating will alert you to new investment opportunities as contacts move around the market Attitude research will show how you are perceived and meeting investors¡¯ expectations
  • 5. Developing new investor contacts We can identify new investor contacts from our data to match your company profile Arrange new contact opportunities to cover one or two days in Paris By obtaining market feedback on investment attitudes and opinions on your company you will know how to react Finally ongoing support for contacts to benefit your progress in Paris
  • 6. Our European client base Aldata, Alma Media, Fortum, Kesko, M-real, Neste Oil, Outokumpo, Partek, Rukki, Sampo, Stora Enso, Lundbeck Depfa Bank Ballis, Forthnet, Neochimiki, Nikas, Plaisio Dockwise, Heijmans Cermaq, Hafslund, Kenor, Kverneland, Sevan Marine Gunnebo, Nobia, Swedish Match Givaudan
  • 7. Fee structure Our fees are adapted to your requirements for a single project or an ongoing contract Based on a basic shareholder evaluation through to a two day visit in Paris A minimum charge is €2,000 with a daily rate base dependant on the shareholder and market cap size
  • 8. Charles Atherton 20 years financial communications experience in the City of London In 1982 moved to Paris and launched the first international financial agency 1989 elected member of America¡¯s National Investor Relations Institute after Anheuser Busch¡¯s European listing .
  • 9. The Partners We are privileged to have with us as consulting partners : An English Chartered Accountant - a former fund manager and broker A French Certified Investment Analyst An American financial copywriter An American Strategic Media Communications expert A French financial copywriter A French bi-lingual adviser
  • 10. Charles Atherton & Partners Paris Tel: 33 1 49 10 06 22 Mobile: 33 6 23 17 66 07 E-mail: charles@atherton.com