REPORT: 90% of investors say infographics drive understanding

Certainly, it’s not breaking news that people like visuals – but that over 60% of institutional investors (and individual!) report that visuals affect their actual buying decisions is very actionable information for shareholder communicators.

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Emphasize with visuals

Audio earnings calls are the cranky-old-men of investor relations. Stubborn to change, yet a valuable part of the family.

However, shareholder communications is now (and forever) a visual, web-based media and not utilizing this storytelling strength is a mistake. Embedding a few key PowerPoint slides into your quarterly reporting – both the webcast and the news release – will improve your storytelling as well as the discoverability of your news.

One point: keep GAAP and non-GAAP at equal visual prominence.


LEARN MORE INCLUDING VERBATIM “OTHER” COMMENTS: Our new “Shareholder Confidence 365 Study booklet is now available. You can order a printed copy here.


About the study:

Initially launched in 2012, the Shareholder Confidence 365 Study is an ongoing survey targeted at two key constituents with whom public companies communicate: institutional investors and individual investors. It was the first study of its kind — directly asking investors how they consume investor relations content. In 2014, we published an updated study.

For this 2016 iteration, we have segmented and compared the results between institutional investors and individual investors. To date. we have accumulated over 6,870 responses from a pool of 16,000 buy-side analysts & portfolio managers and from over 15,000 long-term holding retail investors. There are 29 questions.

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