Poison Pill Monitoring

Automated poison pill detection with daily screening, clear provision insights, and effortless portfolio monitoring.

Poison pill monitoring

FundApps makes it simple and easy to monitor poison pills alongside your existing positions, providing clear, reliable insights without the additional operational burden.

For investors, poison pills have a significant impact on portfolio decisions. They influence the likelihood of hostile takeovers, corporate governance dynamics, and a company’s long-term growth prospects. Yet today, investment managers often lack visibility into whether their holdings are tied to companies with poison pill defense strategies or triggers.

These defensive provisions, also known as Shareholder Rights Plans, allow companies to deter hostile takeovers by making an acquisition prohibitively expensive by issuing new shares at a discounted price to existing shareholders, excluding the acquirer. Companies dilute the acquiring party’s stake and raise the cost of the takeover, fending off unwelcome acquisitions. Knowing when and how a poison pill can be triggered enables both investment and compliance teams to proactively assess exposure, avoid surprises, and make portfolio decisions with confidence.

How FundApps' poison pill monitoring works

FundApps’ Poison Pills Monitoring service helps clients identify whether any holdings are associated with poison pill provisions. Using FactSet’s Shark Repellent dataset, FundApps provides detailed insights into each provision, including type, trigger thresholds, activation timelines, and status - across more than 15,000 entities.

Using ISINs, holdings are matched to FactSet’s dataset, and results displayed in a dedicated view within the dashboard for easy access.

Once integrated, checks run automatically as part of daily client position processing. For existing clients, that means zero-implementation, and no additional setup from your team.

Compliance and investment teams gain the context and visibility they need to make better-informed decisions, from assessing corporate governance risk to evaluating takeover potential.

Exhaustive coverage

Monitor poison pill provisions across global issuers using FactSet’s trusted Shark Repellent dataset.

Daily automated checks

Positions are automatically screened with results refreshed alongside your standard workflows.

Detailed insights

Access information such as trigger thresholds, pill types, activation dates, and status.

Full visibility

Empower teams with clarity into takeover defenses, governance risks, and corporate control dynamics.

In a nutshell...

With FundApps, monitoring poison pills is effortless, accurate, and fully automated. By combining your existing data with FactSet’s leading Shark Repellent dataset, we deliver clear visibility into defensive provisions that can materially affect investment decisions.

No more guesswork or manual research. Just reliable daily checks, transparent insights, and immediate value for compliance and investment teams. One of the few places all your investment information comes together, FundApps is the natural home for poison pill monitoring, giving you the confidence to assess risks, scrutinize governance structures, and make informed portfolio decisions.

At FundApps we ride the extra mile, helping financial service companies with our automated solutions. Man biking under pink blossom trees.

…I can highly recommend their people and solution to any firm, large or small, which deals with shareholding disclosures. At FundApps the team is always ready to go the extra mile to fit your need. More importantly, they will think with you. My experience with them has been nothing but EXCELLENT!

Vik D, Group Compliance Officer

Dutch Insurance Group

FundApps has allowed our organisation to stay on top of time sensitive disclosure requirements, alert us to approaching threshold breaches, accommodate rule changes in jurisdictions across the globe and provide audit trails on historical disclosures...

Kai Chu, Senior Compliance Analyst

Ontario Teachers’ Pension Plan, Canada

FundApps has simplified the complexities of shareholding disclosure regulations into one intuitive, easy to use platform and provides continued support from both their customer success team and content team when required.

Charlotte Sneddon, Risk Information & Reporting Manager

Quilter, United Kingdom

...With the help of FundApps, we can commit to delivering high-quality investment outcomes to our clients. We're excited about joining FundApps’ compliance community and we look forward to working together.

Dirk Kaltschnee, Compliance Officer

Deka, Germany

FundApps’ Shareholding Disclosure service provides an intuitive and transparent solution to the ever-changing regulatory requirements we face. It will enhance our confidence in the filings we make, the integrity of the data used and the auditability of our shareholding disclosure reporting.

Manoj Chopra, Head of Risk Services

Vontobel, Switzerland

The combination of the Rule Commentary functionality, the explanation from FundApps and the detail provided about the rules from aosphere provides our business with a reliable solution that we can continue to use as our business grows.

Ben Battye, Chief Operations Officer

BennBridge, United Kingdom

Blue waves on a sandy beach. Relax with FundApps, as we help investment management firms to find solutions to make disclosure processes seamless.

...Using FundApps Filing Manager, my disclosures are ready to be submitted directly to the regulator at the simple click of a button. Once completed, I can view the filing status in one place with an entire audit trail, eliminating the need to cross-check various sources and validate the information submitted, making the entire disclosure process seamless.

Lynne Marchetti, Compliance Specialist

WCM Investment Management, United States

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Maximise efficiency. Automate monitoring.

Monitor poison pills with ease and equip your teams to invest with confidence by automating with FundApps.

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Poison Pill Monitoring

Automated poison pill detection with daily screening, clear provision insights, and effortless portfolio monitoring.