Intelligence

We are uniquely positioned both in experience and data to deliver value-adding market intelligence projects. Specifically, we have extensive experience in providing perception studies and bespoke targeting exercises for our clients.

Perception studies

Whilst some of the studies we have worked on have been based on very specific topics, such as thoughts on a new executive team or the analysis of market sentiment for issues such as capital market days, others have been much broader and focus on the perception of company strategy or much wider sector and market reviews. All of our projects have been delivered on time and in some cases ahead of the scheduled delivery dates.

The main objective of the study research is to provide a clear overview of current market, based upon a series of key themes requested to be explored. To best deliver this we work closely with you to understand your key objectives and how best to deliver against them.

Project sample sizes are typically up to 20-25 interviews and based on around 20 questions to maximise engagement and response, although this can be increased as required. The confidential nature of the interviews means that you will receive verbatim, non-attributable feedback unless specifically requested by the investor. In addition, these interviews will provide the opportunity to not only understand the investors’ perception of potential future issues concerning their investment but also how this might fit into the investment strategy more generally.

We will ensure a coherent and strategic approach in delivering this study, with our goal being to deliver:

• A professional, effective perception study design
• A qualitative report delivered by experienced market practitioners
• Access to a wide pool of targeted respondents through our proprietary contact database
• Proven execution methodology
• Accurate and clear reporting of all responses.

Tracking activity

Most companies use this intelligence against their identified shareholder base to track activity and regularly review it to understand the impact against targeting efforts. In some cases the findings can be used as a KPI measure for IR teams (especially when conducted on an annual basis).

Our experts are uniquely positioned both in experience and data to deliver value-adding market intelligence projects.

Specifically we have extensive experience in providing perception studies and bespoke targeting exercises. In the last year alone been mandated to conduct perception studies on behalf of a number of clients globally.

TARGETING

If you’ve identified your existing shareholder base and considered that you are keen to evolve its composition, or attract new shareholders to create more value, then investor targeting provides an effective method to find suitable candidates and tailor your IR programme accordingly.

WHY DO IT?

The objective of a targeting project is to develop a prioritised list of target institutional investors for you by identifying existing and potential opportunities in key institutions with holdings and interest in your group versus a selection of global peers. In advance of beginning a project, we would discuss your specific targeting requirements to focus our efforts on specific regions or types of investors.

Our service focuses on a Quantitative & Qualitative approach to targeting. The intelligence we produce can be used to assess and reach out to possible new investors, plan roadshows and maximise the use of management time in front of investors. This in turn should:

• increase interest and awareness in the equity proposition, specifically targeting new groups of investors
• lower the cost of capital and increase efficiency of activity
• achieve a fair market value for the stock based on the largest possible worldwide audience of investors being reached by the investor relations department and senior management team
• ultimately provide a benchmark from which to measure future levels of IR success.