FundApps Poison Pill Monitoring is a cloud-based compliance solution that enables investment managers and compliance teams to detect and monitor poison pill provisions—also known as Shareholder Rights Plans—across global issuers. These defensive mechanisms are designed to deter hostile takeovers by diluting the acquirer’s stake, often through discounted share issuance to existing shareholders. FundApps integrates with FactSet’s Shark Repellent dataset to provide exhaustive coverage of over 15,000 entities. The solution delivers daily automated checks, detailed provision insights, and full visibility into takeover defenses, governance risks, and corporate control dynamics—all within the FundApps dashboard.

Features

• Exhaustive Coverage: Monitors poison pill provisions across global issuers using FactSet’s Shark Repellent dataset.
• Daily Automated Checks: Positions are automatically screened with results refreshed alongside standard workflows.
• Detailed Insights: Provides trigger thresholds, pill types, activation dates, and current status.
• Dashboard Integration: Results are displayed in a dedicated view for easy access and analysis.
• Zero Implementation: For existing FundApps clients, no additional setup is required.
• ISIN Matching: Holdings are matched to FactSet’s dataset using ISINs for precise identification.
• Governance Risk Visibility: Empowers teams to assess corporate governance dynamics and takeover potential.

Benefits

• Operational Efficiency: Automates poison pill monitoring without adding operational burden.
• Investment Confidence: Enables proactive portfolio decisions by identifying takeover defenses.
• Compliance Assurance: Helps compliance teams avoid surprises and assess exposure accurately.
• Scalability: Supports firms of all sizes with instant deployment and seamless integration.
• Transparency: Eliminates guesswork and manual research with clear, reliable insights.
• Auditability: Maintains a full record of screening results and provision details.