REPORT: 50% of institutional investors “buy” on an IPO’s first day

2016 has been a lackluster year for traditional IPOs. Mini-IPOs via RegA+ is another story (READ HERE).

Regardless, institutional investors remain active in their appetite with just over half reporting them take a position on Day One.

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The amount of energy it takes to IPO is enormous – and for many companies it is a watershed event. As explained in this video, we execute hundreds of SEC transactions each year.

Be sure your “financial brand” is well established and ready to go live before you ring any bells: IR Room, streamlined EDGAR and XBRL processes and a comprehensive shareholder communications strategy.


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.

Questions include:

  • How often do you visit IR websites?
  • Why do you visit IR websites?
  • Do you use Twitter for stock research?
  • Would a CEO video instill trust?
  • Do you use earnings estimates?

The inbound response ratio is 1:3, Wall Street to Main Street. All of the data is unedited, except for any typos within the comments and the exclusion of inappropriate comments.

Click here to request the free Shareholder Confidence 365 Study.

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