Category Archives: Wall Street / Main Street Survey

Infographic & question #20: Have you ever asked a question directly to an investor relations department by telephone or email?

There has been a lot of buzz this past month about social media and investor engagement.

We were curious about IR’s historical engagement, back in the scary, lonely days before social media. See below. 45% is a quite meaningful amount of direct interaction with investors.

Replying to investors is good “customer service.” Be sure you set expectations correctly, especially in regard to beginning social media. You may not be ready for a true (two-way) dialogue in social media. Here is a suggestion for setting up a painless newsflow monologue.

Q20a

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Infographic & question #19: Do you watch or listen to investor presentations online?

Investor relations websites ( like our IR Room hint hint ) are companies’ best channel for delivering the intangibles of the financial brand. The vision. That’s what investors want most from your investor relations website.

Our results below almost exactly match industry stalwart Rivel Research’s “Perception on the Buy-side” results, also finding that investor presentations are the most important content (73%) on an investor relations website. What a contrast to only .4% of investors using investor relations websites for stock price and charts. That data is found everywhere.

Make sure your recent “virtual roadshow” is VERY easy to find. Put a link on your  investor relations website main, overview page.

Q19

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Infographic & question #18: Do you use Twitter and/or StockTwits for your stock research and investor news updates?

The timing for the eighteenth question in our Shareholder Confidence 365 Study was clandestine with last week’s new guidance from the SEC.

Social media continues to prove its many strengths in marketing and public relations – and the SEC’s update to their 2008 RegFD guidance may give IR a little “digital elbow room” if they so choose. Seventeen percent is a meaningful percentage of investors.

Here are some steps ( 1 and 2 ) we recently offered to refresh your strategic thoughts towards Twitter and our partner, StockTwits.

Q18

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Infographic & question #17: Where do you regularly view SEC files?

Wow. I think we have found the epicenter of content – tried and true SEC files. 87% of investors read SEC files. In the eyes of shareholders, regulatory compliance must stamp these documents as absolute. Can you leverage this content’s popularity?

SEC files are viewed evenly at a number of locations. I suggest work to “market” that the SEC files are available on your investor relations website.  Use the draw of this coveted historical content to drive investors to your future (vision) messaging.

Q17

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Infographic & question #16: Do you receive corporate news releases directly from the company via IR email alerts?

There are many possible interpretations of this infographic.

1.)    The investor relations website half of the brain is very pleased that one-third of investors opt-in to receive news directly from the company. Having stakeholders sign-in and frequent your IR website is an important element of an investor relations’ content marketing strategy. These are truly active and engaged people interested in what you have to say. They want a relationship with your company.

2.)    The newswire distribution half of the brain recognizes that over forty-percent of investors read company news on news portals. That’s a lot of people that web disclosure will not reach. I would stress that you do want to entice them onto your investor relations website – perhaps start including a “sign-up to receive news alerts from the company” in your boiler plate.

3.)    The cynical half of the brain (hmm… I may need to check my math) notes that one-quarter of investors don’t find value in reading press releases. There is probably a myriad of reasons for this ranging from market mistrust of spin to some investors are financial-analysis driven. News is moot.

Bad math aside, shareholder communications remains a mosaic. And, coincidentally, we have solutions for all the different halfs.

Q16

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Infographic & question #15: Do you read written transcripts of a company’s earnings call?

More insight regarding how investors consume investor relations content as our Shareholder Confidence 365 Study continues.

Almost 50% of your investors read transcripts of your earnings call. Where are they getting that transcript? From you directly? Probably not… the vast majority of investor relations departments don’t post their transcripts on their IR website. You should.

Two reasons why: 1.) you always want to rule supreme as the absolute resource for content about your company and 2.) content marketing methodologies only work when you attract people inbound to your IR website. Essential content, like earnings call transcripts, will draw your shareholders and potential investors in.

You always have your earnings call transcribed anyway. It’s valuable content investors want. USE IT to your benefit.

Click to download the full report

Measuring and targeting your inbound will improve your outbound shareholder communications. Download the half-year Shareholder Confidence 365 Study here.

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PR Newswire Releases New Report on How Investors Consume Content from Public Companies

Shareholder Confidence 365 Study offers surprising insights on investor engagement

NEW YORK, Feb. 13, 2013 /PRNewswire/ — PR Newswire, a global provider of shareholder, compliance and multimedia communications platforms, together with its CNW and Vintage Filings division, today announced the release of a new white paper that explores how investors consume investor relations content provided by a public company.

The Shareholder Confidence 365 Study is an ongoing survey targeted to the three key constituents with whom public companies communicate: institutional investors, individual investors and the financial media. Distribution includes an opt-in list of 13,000 individual and professional investors.

Every two weeks, the Shareholder Confidence 365 Study asks Capital Market participants one simple question on a topic germane to investor relations. The single question format was developed to help assure investor participation and mitigate the survey fatigue of multi-question studies. As of question #13, the study is compiled from over 8,770 unique responses. The data found within the white paper is unedited.

The Shareholder Confidence 365 Study is available for download here.

Shareholder Confidence 365 Study offers surprising insights on investor engagement “Shareholder communications have not kept pace with the web, or more specifically, with the web technologies practices embraced by other corporate communication disciplines within an organization,” said Bradley H. Smith, Director of Marketing for PR Newswire’s IR and SEC Compliance services. “At the very crux of this is the investor relations website.”

By definition, a commercially built investor relations website is a content-driven microsite, akin to many corporate product and services microsites. Today, however, product and services microsites are built using the ever-evolving content marketing methodologies of sales, marketing and client service departments. Unfortunately, these new methodologies do not have a presence in the IR space. As a marketer with expert knowledge of web marketing technologies, Smith challenged the engineering group to determine if the content marketing methodologies used by other departments within a company can benefit the investor relations department, and if an IR website can be a proactive tool for growth, rather than a passive destination. This became the genesis of this study and the drive for our newly enhanced investor relations solution, IR Room.

“As I have always evangelized, shareholder communications builds shareholder confidence; shareholder confidence builds shareholder value. Shareholder value is what everyone is working for,” said Smith.

About PR Newswire

PR Newswire (www.prnewswire.com) is the premier global provider of multimedia platforms that enable marketers, corporate communicators, sustainability officers, public affairs and investor relations officers to leverage content to engage with all their key audiences. Having pioneered the commercial news distribution industry 58 years ago, PR Newswire today provides end-to-end solutions to produce, optimize and target content — from rich media to online video to multimedia — and then distribute content and measure results across traditional, digital, mobile and social channels. Combining the world’s largest multi-channel, multi-cultural content distribution and optimization network with comprehensive workflow tools and platforms, PR Newswire enables the world’s enterprises to engage opportunity everywhere it exists. PR Newswire serves tens of thousands of clients from offices in the Americas, Europe, Middle East, Africa and the Asia-Pacific region, and is a UBM plc company.

About Vintage Filings

PR Newswire’s Vintage Filings division is a full-service financial filing and printing firm and a leading partner for all your XBRL filing needs. With more than 4,500 public company clients, Vintage is one of the fastest growing compliance firms nationwide. Vintage partners with its clients to provide the knowledge and service necessary to meet the SEC’s ever-changing filing regulations. Vintage Filings provides high-quality, cost-effective compliance filings and production services, including EDGAR Filings, typesetting, XBRL tagging, section 16 filings, investment management services, drafting sessions, virtual data rooms (VDR) and more.

CONTACT and MEDIA INTERVIEWS

Bradley H. Smith
Director of Marketing, IR and SEC Compliance Solutions
PR Newswire
201 942 7157
Bradley.smith@prnewswire.com

Infographic & question #14: Have you ever physically attended an Annual Shareholder Meeting?

As with any data, interpretation is in the eye of the beholder, and this chart certainly falls into THAT category.

The glass half-full cranial lobe weighs this as over forty percent of investors have attended ( either live or online ) an annual shareholder meeting. This audience wants to see your management.

Tangible performance numbers are just one side of an investment for many shareholders. Obviously many like to reaffirm their investment at your annual shareholder meeting: to sense the intangible “confidence aura” from your CEO and Board that past performance WILL BE a guarantee of future returns.

Have you ever physically  attended an Annual  Shareholder Meeting?

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Infographic & question #13: Would you/do you invest in a company that does not have an Investor Relations website?

Shareholder communications builds shareholder confidence. Shareholder confidence builds shareholder value. That’s a simple equation. And the results below illustrate that half of investors look for an IR website – even just to affirm “you are real.”

Speaking of IR websites… SALES PITCH ALERT! SALES PITCH ALERT… the impending “absorption” of your Thomson IR website by NASDAQ is a great reason to request an RFP for our IR Room solution.

Infographic & question #13: Would you / do you invest in a public company that does not have an Investor Relations website?

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Infographic & question #12: Where do you regularly view stock price charts and graphs?

As you’ll read below, investors research stock price EVERYWHERE.  Well, everywhere except your investor relations website it seems.

And rightly so. Stock price is a commodity data point. Your IR website needs to deliver unique content about your company to your investors — and now, we believe it must deliver unique content BACK to your IR department using the practices of content marketing. That’s what our new IR Room platform is all about. Read more here. 

BTW, while we’re on the topic… the impending “absorption” of your Thomson IR website by NASDAQ is a great reason to look at our IR Room solution.  (I may be a bit biased on that point)

Where do you regularly view stock price charts and graphs?

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Review all the results from all the questions (so far).