VOICES THAT MATTER
Investor Perception Studies
Perception studies allow analysts and investors to anonymously give their views of a company’s products, pipeline, strategy, leadership, financial performance, and investor communications efforts.
They offer insights that enable management teams to uncover issues that they are then able to address to improve the company’s image and investor relations efforts. It’s also helpful for issuers to hear what they are doing right, so they don’t spend time on things that are already working well.
Ideally, a company should perform a perception study annually to track progress in addressing issues identified in the initial, baseline survey. The results will help you define IR plans, develop new messaging, pinpoint areas that need improvement and shore up your overall IR strategy.
CMi2i offers overall perception studies, and focused perceptions studies on a particular topic such as ESG. Our perception studies are executed by senior analysts and advisors who understand your sector, company background and current challenges. This is a fundamental difference between us and other providers.
Interested in an ESG perception study? Click here >
For each perception study, a CMi2i’s senior advisor will construct a bespoke audit with questions that will provide a clear view of how the investment community perceives the company. Questions are agreed with the client before commencing. Our approach provides both a quantitative and qualitative review of the investment community’s views on the issues most relevant to the company. It also tracks buying and selling activity following each investor meeting and garners in-depth, independent, and impartial feedback from each investor or potential shareholder met with.
CMi2i’s perception studies are executed by a senior advisor, unlike other providers who usually assign studies to less experienced staff.
Our reports provide a complete view of how your company is perceived, particularly in the context of the peer group.
Client’s receive clear insights into financial performance, valuation, capital allocation preferences, perceptions of leadership and corporate governance / ESG positioning, and we include the verbatim quotes.
CMi2i does a perception study for us annually. They always have meaningful conversations with relevant investors and the reports are first class.
HEAD OF IR, MEGA CAP, IBEX, JULY 2020