Category Archives: Wall Street / Main Street Survey

Infographic & question #36: How do you define your investment style?

“Retail investor?” “Mom & pop?” “Day trader?” “Pump-n-dumper?” Who are individual investors and how do you target them? Which types are best for your needs?

Individual investors are not in the ken of every IR department – however they are meaningful for large consumer brands – courting “investomers” – as well as bringing treasured liquidity for small and microcaps. Regardless, we all want to avoid the activities that encourage stock pumping.

As you see below, almost 90% of the audience we target our IR clients towards see themselves as a valuable commodity.

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Infographic & question #35: Do you make your own decisions about your portfolio?

Without question, individual investors are not the driving focus for most investor relations departments – you cannot build an actual “relationship” as you do with a portfolio manager at TIAA-CREF (for example).

But individual investors can be an “inspiration” to keep your shareholder communications (a sub-set of IR) crisp and clear. As you see below, over 80% of active retail investors ARE setting their own course… and our complete study details how they are doing that.

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Infographic & question #34: Do you want visuals (slides) on earnings calls?

In the marketing world, visuals (like below) are the content currency of the web. How does this align with investors? Over 90% of investors would like visuals – over half say it will build shareholder confidence.

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Infographic & question #33: Have you ever heard of using XBRL?

Much to the ire of corporations ( as well as Rep. Robert Hurt and House Oversight Committee Chairman Darrell Issa ), XBRL has a long way to go to prove its ROI. That’s not new to us at PR Newswire – Vintage Filings. It’s actually a driver for the continuing success of our “fleXBRL” program. We’ll match the XBRL solution to your workflow and budget, reducing the benefit to cost chasm. Strong emphasis on “budget.”

Investors are not using XBRL, mostly as they may not have a clear path to use it.

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Infographic & question #32: Do you “Bing” or “Google” for new investment opportunities?

As you would imagine, the straight-up PR teams within PR Newswire place great emphasis on helping clients maximize their Search Engine Optimization. Google’s 2013 “readjustment” of their search algorithms made our SEO guidance even more germane.

We all know why proper SEO is essential for marketing products and services ~ but what about investor relations?  Do investors broadly search for “new investments opportunity” as they broadly search for say… “grow hair?” A surprising amount do.

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Infographic & question #31: What is your preference for printed Annual Reports?

The SEC’s 2009 Notice & Access for Delivering Shareholder Meeting Materials regulation (and the eProxy process) dramatically lowered proxy voting participation.

It also altered how corporations produce their annual report. Many companies took the regulation as an opportunity to not only reduce the quantity of print (…which is a $mart idea) but also reduce the “marketing element” of the annual report: just-the-facts-ma’am 10-K wraps became the norm for many issuers, regardless of market-cap.

Do investors miss the corporate color (pun intended) that the high gloss, brochure-like annual reports delivered? Marketing-wise, it is a perfect targeted tool to tell the intangible success stories of the previous year. 

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Infographic & question #30: Do you notice any meaningful difference between investor relations websites?

Are investor relations websites important? Of course they are. This month’s IR Magazine article titled “IR Websites: overpriced and underused” highlighted some of the interesting findings of our newly updated Shareholder Confidence 365 study. You can download the full whitepaper report PDF here.

The questions that arise from the study is in context to the level of energy and effort an investor relations department needs to expend to meet shareholders’ and potential investors’ need. Marketing departments measure the “energy and effort” (aka $$$) to assure our ROI on our “micro-sites – that’s how IROs can measure too.

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