Abu Dhabi Beijing Berlin Brussels Dallas Dubai Frankfurt Hong Kong Johannesburg London Milan Munich New York Paris Rome San Francisco Sao Paulo Shanghai Singapore Stockholm Vienna Washington, D.C. 2014 Analyst and Investor Survey: Trends in the Use of Digital & Social Media by the Investment Community
21
Embed
2014 Brunswick Investor Use of Digital and Social Media Survey
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
This document is posted to help you gain knowledge. Please leave a comment to let me know what you think about it! Share it to your friends and learn new things together.
Transcript
Abu DhabiBeijingBerlinBrusselsDallasDubaiFrankfurtHong Kong
JohannesburgLondonMilanMunichNew YorkParisRomeSan Francisco
Executive summaryInvestors’ consumption of digital media for investment research continues to rise1
Online engagement is increasingly driving investment decisions2
59%Read blogs for
work
+730%
Use micro-blogging services for work
26%Use social networks for
work
+2
58%Investigated an
issue after reading a blog…
+127%
…then made an investment decision based
on a mosaic constructed around that blog post
+3
Twitter influence continues to expand, but its growth may be under-reported due to recent inclusion on other platforms, like Bloomberg, which also jumped in importance
31 in 7
Investors made an investment decision based
on a mosaic constructed around a tweet
36%Investors in US who said real-time
subscription services became more important this year
Importance of information sourcesInformation direct from companies remained the highest ranked resource for investment decisions (based on a scale from 1 to 7)Top information sources
Q4. Please rank the following information sources by how much they influence your investment decisions or recommendations?* Indicates sell side and industry analyst research for buy-side analysts; indicates industry analyst research for sell-side analysts
Importance of information sources(Average rank, lower figures mean they are more influential)
USA Europe Asia
Q4. Please rank the following information sources by how much they influence your investment decisions or recommendations?* Indicates sell side and industry analyst research for buy-side analysts; indicates industry analyst research for sell-side analysts
Information from companiesFace time with management remained the highest ranked resource made available by companies themselves (Based on a scale from 1 to 7)
Q5. Regarding information direct from companies, please rank the following by how much they influence your investment decisions or recommendations?
Top direct from company information sourcesTrends by year*Top Company
Information Sources in 2014
Average Rank
Direct interaction with management 2.4Conference calls, webcasts 3.4
Regulatory filings 3.4
Company news releases 3.5Investor / corporate presentation 3.8
Company website 5.4Company digital/social media presence 6.5 Reported by mean of
Social NetworksTraditional business media – Print,
Radio, TV
0.13 0.110.2
0.060.21
0.11
Real time subscription services Blogs Traditional business media - Online
0.420.28 0.290.36 0.29 0.2
0.530.4 0.4
Changing importance of information sourcesReal-time subscription services and blogs are the media platforms that grew the most in importance according to investors
Q6. {MULTIPLE RESPONSE] Which, if any, of the following information sources have become more important to you in your job in the past year?
Percent saying each technology has become more important this year
Q9. (OPEN-ENDED) Please list which digital media sources provide you with the most valuable information for your work? Please list these in order of importance to you.
Most investors see the role of digital media increasingNearly three in four investors believe that the role of digital media will play an increasing role in future investment decisions; Investors in Asia believe this most strongly
Q12. Do you think that digital media such as blogs, micro-blogging services or social networking sites will play an increasingly important role in investment decisions in the future?
Digital media driving issue investigationDigital media sources remain a key information source, as investors are proactively following up on leads initially found online
Q10. 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?
2014 2012
Blogs
Message boards
Social networking sites
Micro-blogging services
Information source prompting further investigation
Information source by year Information source in 2014 by region
Digital media driving investment decisionsNearly one-quarter of Asian investors made an investment decision after consulting a micro-blog, doubling the frequency of other regions
Blogs
Message boards
Social networking sites
Micro-blogging services
Information source prompting investment decision
Information source by year
Q11. 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 led you to conduct additional research?
Quantitative research with buy-side investors and sell-side analysts across the U.S., Europe and Asia, designed to understand usage of digital media in the investment process.
Online data collected between October 15 and November 1, 2013. Invitations were sent to individuals from a subscription database, in USA,
Europe or Asia. The following job titles 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 presented in the 2014, 2012 and 2010 surveys have been weighted by country to allow accurate comparison.
The survey included a sample size of 472 investors and had a margin of error of 4.5%.
Q2. Do you describe yourself as a buy-side investor or a sell-side analyst?Q3. Which of the following best describes your role and the type of investments you are responsible for?