Shareholder maps

The text below is a summary of the help-pages in Shareholder Maps. If you want more details, please read said help-pages.

You can access Shareholder Maps from the following T-rank places (via the Report screen):

• Shareholder by T-rank section -> The T-rank button
• Shareholder power & coalitions section -> The T-rank button
• Explore button at the top of the Report screen -> The T-rank option

Example:

Search for a company, see Building a search for more information.

From the side menu, navigate to Corporate ownership > Shareholders by T-rank.

The Shareholders by T-rank page is displayed.

Click on the button to open the T-rank map.

Understanding Shareholder maps

Key elements:

For more details about the boxes, please look at the help-pages in Shareholder Maps under “Understanding Shareholder Maps”.

Preferences

Each map provides configurable options to change the view, and data included in the map. If you click "Preferences", a left panel will appear where you can adjust settings for the map. If you click an entity in the map, a right panel will appear with information and options related to the entity you selected. In the example below, both panels have been opened.

The completeness indicator (only available for certain types of maps) is calculated as the sum of integrated ownership for leaf nodes in the ownership graph, that are natural persons, listed companies, states or state owned companies or other entity types that do not have owners (associations, foundations,...)

Investigation mode is the default  mode, and this is where you investigate an entity and the context of the entity (owners, subsidiaries, beneficial owners etc).

Edit&Save mode is the mode where you can modify and save a map.

Map Type

Select the type of map from the drop-down list.

Ownership Threshold

Entities that have a calculated total percent equal to, or above, the specified threshold will be included. There are exceptions to this rule, click on the button for more information.

Max no. of entities

Specify the maximum number of owners or owned companies to be included in the map.

The default value of 0 allows the system to determine the appropriate number.

Layout

Select the best layout for the information on the map. For example, the star layout might be the best choice for maps including circular ownership.

Edit & Save mode

Before you save a shareholder map, you may do some modifications to the map. The editing functionality is made available as soon as you hit the symbol. Changes are stored in the browser only and will be lost as soon as you leave Edit & Save mode. However, if you save the map as GraphML, you may open the file on a later stage (by clicking the main menu item) and keep on editing.

As long as you are in Edit & Save mode, you may not navigate between different types of maps, switch to other entities etc.

Click Quit Edit & Save to leave Edit & Save mode.

The following editing operations are currently supported:

Remove parts of the graph

Click on a node and select one of

• Remove- which will delete both the node it self and all siblings
• Collapse- which will delete all siblings but keep the node itself

(These options are also available in investigation mode).

Add new nodes

Depending on the type of graph, you may add new owners or new subsidiaries to a node. Click on the node you want to attach the new node to and click New owner or New subsidiary.

Edit node information

Click on a node and then click Edit

Edit/Delete link

Click on a link and then edit the information in the form that appears or click Delete.

All changes you do might be undone one at the time with ctrl-z. Undone changes might be redone with ctrl-y.

A shareholder map might be saved as an image in PNG or SVG format, a PDF or as GraphML. GraphML is an XML format for graphs that can be read by various software packages.

The different save options described below are available in the left panel in Edit & Save mode:

• PDF: you may choose between "improved layout" - embedding the SVG, layout as on screen - embedding the PNG, or as seen on screen - embedding PNG with the current zoom level.
• PNG: you may choose resolution and whether to include the complete map or just the part displayed on your screen.
• SVG: uses a different layout machine than the user interface and the other export options. In general, the layout will be prettier and avoids overlaps. Another benefit of using SVG is that SVG is vector graphics, giving much better results when zooming. The footprint will also be much smaller. Unless you do specific manual arranging of the nodes within the map that you want to keep when exporting, we highly recommend SVG.