The poll of over 400 analysts and investors, first run in 2009, showed that while social media is still overshadowed in importance compared to information sourced direct from companies or from real-time subscription services, it does have an impact.
Q4 Web Systems + Follow The New Investor Web & Social Media - March 13, 2012Darrell Heaps
On March 13, 2012 Q4's CEO, Darrell Heaps moderated a discussion that centred around the emergence of the investor web and social media as an important channel for investors to gather and share ideas.
We had three great panelists including: Brian Rivel, President, Rivel Research Group; Kelly Freeman, Manager Investor Relations, PotashCorp; and Heather Hunter, Director, Marketing Communications, Safeguard Scientifics.
Listen in and you'll:
- Discover the most recent trends in online communications
- Hear how an integrated approach using the IR website and social media can help expand your reach and attract and influence investors.
- Learn what tools, channels and tactics should be employed to maximize an integrated approach to online communications.
2014 Brunswick Investor Use of Digital and Social Media SurveyBrunswick Group
Brunswick is pleased to announce the release of our fourth annual survey on digital media usage by the investment community. Key findings from the survey include:
• 70% of investors believe that the role of digital media will play an increasing role in future investment decisions
• 29% of investors are proactively following up on leads initially found on micro-blogging services, such as Twitter
• Twitter influence continues to expand, but its growing influence may be under-reported due to recent inclusion on other platforms, like Bloomberg
• In ranking their top sources, investors gave information direct from companies an average rating of 1.9, higher than any other source
• 35% of investors listed real-time subscription services, like Bloomberg, as becoming more valuable for their work, compared to 22% on our last survey
NYSE/Q4 Webinar: Social Media & IR Website Best PracticesQ4 Web Systems
In collaboration with the NYSE, on June 26, 2012, Darrell Heaps, CEO of Q4 Web Systems, discussed best practice examples of companies who use their IR website and social media to maximize their online communications efforts.
Listen in and you'll:
1. Discover the most recent trends in online communications.
2. Learn how an integrated approach using the IR website and social media can help expand your reach and attract and influence investors.
3. Find out what tools, channels and tactics should be employed to maximize an integrated approach to online communications.
Monitoring Social Media for Investor Relations - September 17, 2009Darrell Heaps
Interactive discussion on social media monitoring with Richard Brewer-Hay, Manager of Social Media Strategy and Chief Blogger at eBay and Serena Ehrlich, VP Social Media, Startup Army and past president of the NIRI L.A. and Dallas*Fort Worth Chapters.
Social Media & Investor Relations Trends, Best Practices & Recommendations - ...Darrell Heaps
The slide deck from a Webinar from Q4 Web Systems that focuses on the current trends in social media and investors relations. Learn more at www.q4blog.com.
Q4 Web Systems + Follow The New Investor Web & Social Media - March 13, 2012Darrell Heaps
On March 13, 2012 Q4's CEO, Darrell Heaps moderated a discussion that centred around the emergence of the investor web and social media as an important channel for investors to gather and share ideas.
We had three great panelists including: Brian Rivel, President, Rivel Research Group; Kelly Freeman, Manager Investor Relations, PotashCorp; and Heather Hunter, Director, Marketing Communications, Safeguard Scientifics.
Listen in and you'll:
- Discover the most recent trends in online communications
- Hear how an integrated approach using the IR website and social media can help expand your reach and attract and influence investors.
- Learn what tools, channels and tactics should be employed to maximize an integrated approach to online communications.
2014 Brunswick Investor Use of Digital and Social Media SurveyBrunswick Group
Brunswick is pleased to announce the release of our fourth annual survey on digital media usage by the investment community. Key findings from the survey include:
• 70% of investors believe that the role of digital media will play an increasing role in future investment decisions
• 29% of investors are proactively following up on leads initially found on micro-blogging services, such as Twitter
• Twitter influence continues to expand, but its growing influence may be under-reported due to recent inclusion on other platforms, like Bloomberg
• In ranking their top sources, investors gave information direct from companies an average rating of 1.9, higher than any other source
• 35% of investors listed real-time subscription services, like Bloomberg, as becoming more valuable for their work, compared to 22% on our last survey
NYSE/Q4 Webinar: Social Media & IR Website Best PracticesQ4 Web Systems
In collaboration with the NYSE, on June 26, 2012, Darrell Heaps, CEO of Q4 Web Systems, discussed best practice examples of companies who use their IR website and social media to maximize their online communications efforts.
Listen in and you'll:
1. Discover the most recent trends in online communications.
2. Learn how an integrated approach using the IR website and social media can help expand your reach and attract and influence investors.
3. Find out what tools, channels and tactics should be employed to maximize an integrated approach to online communications.
Monitoring Social Media for Investor Relations - September 17, 2009Darrell Heaps
Interactive discussion on social media monitoring with Richard Brewer-Hay, Manager of Social Media Strategy and Chief Blogger at eBay and Serena Ehrlich, VP Social Media, Startup Army and past president of the NIRI L.A. and Dallas*Fort Worth Chapters.
Social Media & Investor Relations Trends, Best Practices & Recommendations - ...Darrell Heaps
The slide deck from a Webinar from Q4 Web Systems that focuses on the current trends in social media and investors relations. Learn more at www.q4blog.com.
Investor Relations in the Age of New MediaDave Hogan
This presentation was delivered March 14, 2011, at the SNL Financial Bank Investor Relations Symposium at the New York Stock Exchange in New York, NY, USA.
2015 investor digital and social media surveyBrunswick Group
Brunswick Group releases findings of its fifth global investor survey, which tracks the changing trends in how investors use digital media.
Key highlights from this year’s survey include:
• Influence of information direct from companies continues to increase
• Of digital media, blogs and presentation sharing cited as most influential
For more information please contact:
Jason Golz: www.brunswickgroup.com/people/directory/jason-golz/
Sparky Zivin: www.brunswickgroup.com/people/directory/sparky-zivin/
2015 investor digital and social media infographicBrunswick Group
Brunswick Group releases findings of its fifth global investor survey
Key highlights include:
• Influence of information direct from companies continues to increase
• Of digital media, blogs and presentation sharing cited as most influential
For more information please contact:
Jason Golz: www.brunswickgroup.com/people/directory/jason-golz/
Sparky Zivin: www.brunswickgroup.com/people/directory/sparky-zivin/
This year’s survey found that the global investment community in the U.S., the UK, Europe, and Asia continues to place a premium on companies that are best able to monetize the data they collect even during a period of market instability. Since 2014, data monetization’s impact on investor decision has increased by seven percent, with 41 percent of those surveyed indicating an effect. In addition, almost a fifth of analysts surveyed believe that a company’s ability to monetize data is the single most important driver of investments, a four percent increase since 2014.
Key highlights include:
• Rise in investment decisions based on the data premium
• Cybersecurity’s importance to M&A
• Data protection increasingly crucial
• Financial services at greatest cyber risk
• Data premium lags in Europe
For more information please contact:
Mark Seifert: www.brunswickgroup.com/people/directory/mark-seifert/
Sparky Zivin: www.brunswickgroup.com/people/directory/sparky-zivin/
Investors sharply reduce their post-close valuations of companies that have completed acquisitions when data breaches are revealed.
Brunswick’s third annual data valuation survey also found that investors raise their post-deal valuations for companies that have demonstrated preparation for cybersecurity issues.
The survey results, which reflect the views of 208 buy-side investors and sell-side analysts across the US, UK, Europe, and Asia, offered good news for companies taking steps to address cybersecurity issues.
For more information please contact our Washington DC office:
www.brunswickgroup.com/contact-us/washington-dc/
The Use of Social Media by European Investment Professionals 2017Patrick Kiss
For the 4th time DVFA (Society of Investment Professionals in Germany) and IR Club (The Investor Relations Community) invited European investment professionals to take part in an online survey running from 2 Nov. until 22 Dec. 2017.
Presentation from
Serge Hanssens, Advisory Director, PwC Luxembourg, delivered at the Dynamic Business Event organized by Nerea & Microsoft on April 16th 2013 in Luxembourg
The 6th Annual Brunswick Group M&A Survey polled over 100 top advisors from North America, Greater China, and Europe on their views about the current deal landscape and trends.
EQS Roadshow 2012 / Präsentation Anlegerstudie der Universität Leipzig: Ergebnisse und Analysen für die professionelle Kommunikation mit Privatanlegern
Investor Relations in the Age of New MediaDave Hogan
This presentation was delivered March 14, 2011, at the SNL Financial Bank Investor Relations Symposium at the New York Stock Exchange in New York, NY, USA.
2015 investor digital and social media surveyBrunswick Group
Brunswick Group releases findings of its fifth global investor survey, which tracks the changing trends in how investors use digital media.
Key highlights from this year’s survey include:
• Influence of information direct from companies continues to increase
• Of digital media, blogs and presentation sharing cited as most influential
For more information please contact:
Jason Golz: www.brunswickgroup.com/people/directory/jason-golz/
Sparky Zivin: www.brunswickgroup.com/people/directory/sparky-zivin/
2015 investor digital and social media infographicBrunswick Group
Brunswick Group releases findings of its fifth global investor survey
Key highlights include:
• Influence of information direct from companies continues to increase
• Of digital media, blogs and presentation sharing cited as most influential
For more information please contact:
Jason Golz: www.brunswickgroup.com/people/directory/jason-golz/
Sparky Zivin: www.brunswickgroup.com/people/directory/sparky-zivin/
This year’s survey found that the global investment community in the U.S., the UK, Europe, and Asia continues to place a premium on companies that are best able to monetize the data they collect even during a period of market instability. Since 2014, data monetization’s impact on investor decision has increased by seven percent, with 41 percent of those surveyed indicating an effect. In addition, almost a fifth of analysts surveyed believe that a company’s ability to monetize data is the single most important driver of investments, a four percent increase since 2014.
Key highlights include:
• Rise in investment decisions based on the data premium
• Cybersecurity’s importance to M&A
• Data protection increasingly crucial
• Financial services at greatest cyber risk
• Data premium lags in Europe
For more information please contact:
Mark Seifert: www.brunswickgroup.com/people/directory/mark-seifert/
Sparky Zivin: www.brunswickgroup.com/people/directory/sparky-zivin/
Investors sharply reduce their post-close valuations of companies that have completed acquisitions when data breaches are revealed.
Brunswick’s third annual data valuation survey also found that investors raise their post-deal valuations for companies that have demonstrated preparation for cybersecurity issues.
The survey results, which reflect the views of 208 buy-side investors and sell-side analysts across the US, UK, Europe, and Asia, offered good news for companies taking steps to address cybersecurity issues.
For more information please contact our Washington DC office:
www.brunswickgroup.com/contact-us/washington-dc/
The Use of Social Media by European Investment Professionals 2017Patrick Kiss
For the 4th time DVFA (Society of Investment Professionals in Germany) and IR Club (The Investor Relations Community) invited European investment professionals to take part in an online survey running from 2 Nov. until 22 Dec. 2017.
Presentation from
Serge Hanssens, Advisory Director, PwC Luxembourg, delivered at the Dynamic Business Event organized by Nerea & Microsoft on April 16th 2013 in Luxembourg
The 6th Annual Brunswick Group M&A Survey polled over 100 top advisors from North America, Greater China, and Europe on their views about the current deal landscape and trends.
EQS Roadshow 2012 / Präsentation Anlegerstudie der Universität Leipzig: Ergebnisse und Analysen für die professionelle Kommunikation mit Privatanlegern
Social Media And Investor Relations - April 8, 2010Darrell Heaps
This is a deck I presented at the CIRI QC event "IR with Leading Edge Technology - Social Media Luncheon Workshop" if you're interested in more examples check out http://www.q4blog.com or contact me.
Brunswick Group Survey Findings on New Media Usage by the Investment CommunityDarrell Heaps
Results from a survey, distributed to several thousand buy-side investors and sell-side analysts, garnered 455 responses. Those responses were nearly evenly split among the two groups, as well as those based in the US and Europe.
Institutional Investors' New Media Use - Brunswick Group SurveyDominic Jones
The investment community overwhelmingly looks to companies as their primary source of information relevant to their investment recommendations and decisions, with the influence of new media playing a limited, but growing role.
Hub spot released this list of great stats, charts and graphs and we think it's important for everyone dealing with Digital Marketing to see and understand.
The Use of Social Media by European Investment ProfessionalsPatrick Kiss
Frankfurt/Hamburg, May 5, 2011 - European investment professionals are still sceptical about social media, but they expect the importance of social media for information distribution and dialogue to increase.
The Brunswick Group conducted an online survey among buy-side investors and sell-side analysts to understand how investors use digital media platforms to research and make an investment decision.
Digital media in this report is defined as social media platforms such as Facebook and LinkedIn, as well as online tools such as search engines.
Brunswick surveyed 150 investor and analysts across North America, Europe, the UK, and Asia between November and December of 2017. Tracking data from previous waves in 2016 and 2015 is included for comparison.
Brunswick takes a deeper look at why this election matters, the key issues that will shape Hong Kong’s future direction, and how the candidates are perceived to measure up in addressing them.
The fifth and final session of the 12th National People’s Congress concluded with no significant change in policy direction. While there were few surprises in this year’s gathering, the meetings gave a fresh view on the priorities of the administration and the implications for those operating in China.
This year’s meetings are the warm up act to the much more important 19th Party Congress at the end of this year when Xi Jinping will end his first five-year term as head of the Communist Party of China and when a number of the most senior members of the Party are expected to retire. The question is not if Xi Jinping stays for a second term (that’s a certainty), it is who will join him in the Politburo and the Standing Committee as this will influence the next five years and give early indication whether he may break with recent precedent and stay for a third term (2022-2027).
In this year’s report we look at how the Chinese authorities are seeking to balance growth, economic reform, and stability. Last year, the authorities spelled out a desire to achieve growth and reform—including drastically reducing overcapacity—while ensuring stability and enduring minimal pain. Achieving this simultaneously remains extremely challenging. This year they talked extensively about the reform agenda and its role in ensuring long-term growth, yet the importance of stability leading into the 19th Party Congress later this year is potentially even more important. “Stability is of overriding importance,” stressed Li Keqiang. Other key topics at this year’s sessions beyond ensuring reform and continued growth included a focus on job creation and poverty alleviation.
Stakeholder management in getting the deal doneBrunswick Group
It is probably a lazy truism that regulatory and political clearance has become the most challenging and unpredictable factor in executing complex, crossborder mergers and acquisitions.
This article originally appeared in DealMakers magazine
India, Singapore, Middle East and Africa – quarterly reviewBrunswick Group
This quarterly newsletter focuses on the three overarching themes impacting the region: Connectivity, Commodities and Energy, and the Rising New Middle Class. The unprecedented connectivity between these nations is enabling unprecedented movement of people, goods, services, and ideas accelerated by innovation and new technologies. Their economies are driven by commodities and energy fueling economic growth and creating future opportunity, while presenting long-term challenges from pollution to climate change.
The GCC will not be spared, as the region’s governments try to make sense of an untested leader entering at a particularly turbulent time. Yet for all of Mr Trump’s controversy, GCC governments remain tepidly optimistic about his arrival.
The following briefing, put together by our experts in the region, outlines where that optimism comes from and the hidden challenges that the region may face.
France 2017 elections – The left wing primariesBrunswick Group
There is no turning back. Now with a designated champion for the Socialist Party, the five major candidates running for the Presidency are in the starting blocks. Only three of them – Le Pen (far - right), Fillon (right) and Macron (center left), seem capable of making it to the two-person second round. The wild card Mélenchon (far-left) should however not be forgotten, as well as veteran Bayrou (center-right), who has not decided yet whether he will run. Both recent primaries have shown that in France, as elsewhere, the unexpected is likely to become the routine.
Learn more about the five main contenders.
Brunswick Paris office: www.brunswickgroup.com/contact-us/paris/
Brunswick intelligence - Brexit in perspectiveBrunswick Group
Europe is edging closer to an event once unthinkable in post-war politics – the possible retreat of arguably the continent’s greatest triumph. With the unilateral triggering of Article 50, expected in March 2017, the United Kingdom would present itself as the first Member State to declare its intention to withdraw membership of the European Union.
An inside view from Brussels.
Building an opportunity oriented reputation culture.
In order to answer questions about communications professionals’ current understanding of corporate reputation and how to build an organizational culture focused on proactive reputation building, Brunswick Insight, surveyed senior in-house European communications professionals. The results of our study suggest that the most forward-thinking organizations are positioning their entire organization to build reputation proactively.
Perceptions of Chinese businesses going globalBrunswick Group
In 2016, China has surpassed all other countries in cross-border M&A. Yet, this unprecedented level of investment is not without its challenges. Nearly one in ten attempted acquisitions by Chinese companies fail.
In Brunswick’s report, “Deals, Dreams & Doubts,” we go beyond the traditional deal volume and deal value data to understand the perceptions of those with a stake in Chinese outbound investment from Chinese business leaders to opinion elites. We surveyed 1,600 top decision makers in China and three of the top markets for Chinese outbound investment – the United States, the United Kingdom and Germany – to gain an insight into what drives the decision to invest and what impacts the decision to approve or reject investments by Chinese companies.
Infographic - Perceptions of Chinese businesses going globalBrunswick Group
Brunswick surveyed 1,600 top decision makers in China and three of the top markets for Chinese outbound investment – the United States, the United Kingdom and Germany – to gain an insight into what drives the decision to invest and what impacts the decision to approve or reject investments by Chinese companies.
MUTUAL FUNDS (ICICI Prudential Mutual Fund) BY JAMES RODRIGUESWilliamRodrigues148
Mutual funds are investment vehicles that pool money from multiple investors to purchase a diversified portfolio of stocks, bonds, or other securities. They are managed by professional portfolio managers or investment companies who make investment decisions on behalf of the fund's investors.
World economy charts case study presented by a Big 4
World economy charts case study presented by a Big 4
World economy charts case
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World economy charts case study presented by a Big 4World economy charts case study presented by a Big 4
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The E-Way Bill revolutionizes logistics by digitizing the documentation of goods transport, ensuring transparency, tax compliance, and streamlined processes. This mandatory, electronic system reduces delays, enhances accountability, and combats tax evasion, benefiting businesses and authorities alike. Embrace the E-Way Bill for efficient, reliable transportation operations.
2010 Brunswick Study on Investor Use of Digital and Social Media
1. ANALYST AND INVESTOR SURVEY:
USE OF SOCIAL AND DIGITAL MEDIA
Trends in the use of Digital Media by the investment
community
September 2010
Abu Dhabi London
Beijing Milan
Berlin New York
Brussels Paris
Dubai San Francisco
Frankfurt Stockholm
Hong Kong Vienna
Johannesburg Washington
2. SURVEY METHODOLOGY
Quantitative research with buy-side investors and sell-side analysts across Europe
and the USA, designed to understand usage of Digital Media in the investment
process
Online data collected between 21 July and 12 August 2010
Invitations sent to individuals listed on BigDough database, in USA or Europe.
The following job titles invited were invited:
– Buy side: Analyst, Portfolio Manager, Portfolio Manager / Analyst, Director
of Research, Research Associate
– Sell side: Analyst, Director of Equity Research, Research Associate
Data from the 2010 survey has been weighted (in terms of country and
respondent type) to allow accurate comparison to the 2009 survey
1
3. STATISTICAL RELIABILITY
Where possible we have directly compared results of the 2010 survey with the
2009 survey
The following table shows the percentage differences needed between
findings from the 2009 and 2010 studies in order for the two results to be
statistically different (at the 95% confidence level)
Percentage point difference needed
Findings at or around…
for two results to be different
…10% or 90% 4
…20% or 80% 5
…30% or 70% 6
…40% or 60% 7
…50%/ or 50% 7
Indicates that the 2009 and 2010 results are statistically different
2
5. INFORMATION SOURCES
Respondents identified information direct from companies as the most influential factor in
their investment decisions, which has increased in importance since last year. Real time
subscription services and primary market research are the next most influential sources
Top information source Top three information sources
Information direct from 52% Information direct from 84%
companies 44% companies 73%
Real time subscrption 19% Real time subscrption 64%
information services 18% information services 59%
15% 49%
Primary market research Primary market research
19% 55%
8% 45%
Analyst research* Analyst research*
8% 45%
Business media (nat'l, int'l, trade 3% 2010 Business media (nat'l, int'l, trade 36% 2010
press) - online 4% press) - online 33%
2009 2009
Business media (nat'l, int'l, trade 2% Business media (nat'l, int'l, trade 16%
press) - in print 3% press) - in print 24% * indicates sell side and
industry analyst research for
buy-side analysts;
Digital Media (blogs, message 1% Digital Media (blogs, message 6%
indicates industry analyst
boards, social networking sites) 3% boards, social networking sites) 11% research for sell-side
analysts
Q. Please rank the following information sources, in terms of how much they influence your investment
4
decisions or recommendations. Base: All, 2010 (401), 2009 (448)
6. INFORMATION FROM COMPANIES
In terms of information from companies, direct interaction with management was identified as
the most influential. Regulatory filings, company news releases and conference calls are of
secondary importance
Top information source Top three information sources
Direct interaction with management 50% Direct interaction with management 73%
Regulatory filings 19% Conference calls, webcasts 62%
Company news releases 15% Regulatory filings 52%
Investor / corporate presentation 7% Investor / corporate presentation 50%
Conference calls, webcasts 7% Company news releases 50%
Company website 2% Company website 12%
Company Digital Media presence 1% Company Digital Media presence 1%
Q. Regarding information direct from companies, please rank the following in terms of how much they
5
influence your investment decisions or recommendations? Base: All (401)
7. CHANGING IMPORTANCE OF INFORMATION SOURCES
Real time subscription information services were cited by more than half of respondents as
having become more important in their work over the past year. Online business media has
also become more important, but to a lesser extent than in 2009
More important in the past year
Real time subscrption 55%
information services 46%
Business media (nat'l, int'l, 39%
trade press) - online 45%
Blogs, micro-blogging 29%
services, message boards 30%
2010
13% 2009
Social networking sites
14%
Business media (nat'l, int'l, 10%
trade press) - in print 7%
4%
Other Digital Media
1%
Q. Which, if any, of the following information sources have become more important to you in your job in the
6
past year? Base: All, 2010 (401), 2009 (448)
9. DIGITAL MEDIA – AS AN INFORMATION SOURCE
Blogs are the most commonly read form of Digital Media, with almost half of respondents
reading postings for business information. Twitter is used by one in ten. Only a small
proportion use Digital Media to post investment information
47%
Blogs
8%
27%
Message boards
2%
Read postings
17% Post information
Social networking sites
5%
Micro-blogging services 11%
(eg Twitter)
5%
Q. Do you read postings on the following for company or business information? Base: All, 2010 (401), 2009 (448)
8
Q. Do you post business or investment information in any of the following ways? Base: All, 2010 (401), 2009 (448)
10. DIGITAL MEDIA – AS AN INFORMATION SOURCE
There has been little change in the use of blogs, message boards and other forms of Digital
Media for following companies since 2009
Read postings Post information
47% 8%
Blogs Blogs
43% 5%
Message 27% Social 5%
boards networking sites
30% 4%
17% Micro-blogging 5%
Social
2010 services (eg 2010
networking sites 13%
2009 Twitter) n/a 2009
Micro-blogging 11% 2%
Message
services (eg
boards
Twitter) n/a 5%
Q. Do you read postings on the following for company or business information? Base: All, 2010 (401), 2009 (448)
9
Q. Do you post business or investment information in any of the following ways? Base: All, 2010 (401), 2009 (448)
11. DIGITAL MEDIA – MOST USEFUL INFORMATION
Bloomberg was the most commonly mentioned Digital Media source, followed by Reuters
and FT.com. A range of other sources were also mentioned, including WSJ.com, Twitter and
Google News/Alerts
In the ‘tag cloud’, the type size of each word varies according to its frequency of usage. The larger the type size, the more that example was mentioned e.g. Bloomberg
was mentioned 107 times, Reuters 53 and FT.com 37 times. 278 people gave at least one answer
Q. Please list which Digital Media sources provide you with the most valuable information for your work?
10
Base: All (401)
12. DIGITAL MEDIA – INVESTMENT DECISIONS
Half of respondents have been prompted to investigate an issue after reading a blog posting,
with one in five making an investment decision on this basis. Information posted on message
boards is also influential in prompting investors and analysts to investigate an issue
52%
Blogs
18%
31%
Message boards
5%
Prompted to
investigate an issue
14%
Social networking sites Made an investment
2% decision
11%
Micro-blogging services
4%
Q. Have you ever read any information posted on a blog, micro-blogging service or social networking site that has prompted you to
investigate an issue further for your work? Base: All (401)
11
Q. Have you ever made an investment decision or a recommendation after initially sourcing information from a blog, micro-blogging
service or social networking site, which then lead you to conduct additional research? Base: All (401)
13. DIGITAL MEDIA – INVESTMENT DECISIONS
Blogs have become increasingly influential over the past year in terms of prompting investors
and analysts to investigate an issue. Message boards have declined in importance in this
aspect, as has their influence on investment decisions
Prompted to investigate an issue Made an investment decision
52% 18%
Blogs Blogs
47% 20%
Message 31% Message 5%
boards boards
39% 14%
14% Micro-blogging 4%
Social
2010 services (eg 2010
networking sites 11%
2009 Twitter) n/a 2009
Micro-blogging 11% 2%
Social
services (eg
networking sites
Twitter) n/a 5%
Q. Have you ever read any information posted on a blog, micro-blogging service or social networking site that has prompted you to
investigate an issue further for your work? Base: All, 2010 (401), 2009 (448)
12
Q. Have you ever made an investment decision or a recommendation after initially sourcing information from a blog, micro-blogging
service or social networking site, which then lead you to conduct additional research? Base: All, 2010 (401), 2009 (448)
14. DIGITAL MEDIA – FUTURE IMPORTANCE
Investors’ and analysts’ views of the future importance of Digital Media in investment
decisions has not changed over the past year. Three in five feel that it will play an
increasingly important role in the future
Yes, definitely Yes, probably No, probably not No definitely not
2010 17% 43% 25% 8%
2009 17% 41% 29% 7%
Q. Do you think that Digital Media such as blogs, micro-blogging services or social networking sites will play an
13
increasingly important role in investment decisions in the future? Base: All, 2010 (401), 2009 (448)
16. JOB ROLE AND TYPE OF INVESTMENTS
Participants were spread evenly between the buy side and the sell side. On the buy side, the
majority of respondents work for mutual or hedge funds, while on the sell side, most
participants were analysts or researchers
52% Sell side 48 % Buy side
1%
5% Mutual fund
Analyst / Researcher 18%
Hedge fund
Investment Advisor / 14%
Manager Pension Fund
46%
Other sell-side 3%
Insurance Company
1%
13%
Other buy side
Q. Which of the following best describes your role and the type of investments you are responsible for?
15
Base: All (401)
17. USUAL PLACE OF WORK
Participants were evenly split between North America and Europe. In the US, the majority of
respondents are based on the East Coast, while in Europe, respondents were divided evenly
between the UK and mainland Europe
49% US US 1%
East
UK 25% 30%
49%
50%
Europe
Rest of Europe
9%
24% Mid-West
6%
3%
West
Not stated Other
Q. Where is your usual place of work? Base: All (401) 16
18. INDUSTRY SECTOR
Most investors and analysts who took part in the research cover a specific sector, most
commonly the Technology / Media / Telecoms and Consumer sectors. One third of
respondents have a more general remit
Technology / Media / Telecoms
Consumer
16% Manufacturing / Industry
31% Financial
12% Energy
Healthcare
9%
4% Utilities
8%
3% 4% 6% Other sector
5% Specific geography
Generalist
Q. What is the primary industry sector you cover? Base: All (401) 17
19. GEOGRAPHIC AREA OF FOCUS OF INVESTMENTS
The analysts and investors who participated are generally responsible for investments in
Europe and North America. One in five are responsible for investments on an international /
global level
Europe 45%
North America 39%
Global/International 22%
Asia Pacific/Middle
East/Africa/South 8%
America
Q. In which geographic areas are the investments that you are responsible for? Base: All (401) 18
20. VALUE OF ASSETS
Participants are responsible for managing a range of sizes of funds, and are spread quite
evenly between small, mid and large cap
2%
15% Up to $250m
2% 22% $250m up to $2bn
$2bn up to 10bn
$10bn up to $100bn
32%
26%
Over $100bn
Not specified
Q. What is the approximate value of the assets you manage? Base: All (401) 19
21. AGE OF RESPONDENTS
The majority of participants are in their thirties or forties
1%
20-29
12% 18%
30-39
28% 40-49
41% 50+
Refused
Q. Which age band do you fit into? Base: All (xxx) 20