RESEARCH

Who Participates in the IR Perception Study?

Institutional Investor’s surveys are based on the feedback from the world’s most influential investors and sell-side analysts. The top analysts and portfolio managers across US, European, Latin American, and Asian equities participate in our surveys.

Voter Weightings

Weighted scores are used to produce the Executive Team rankings. Votes are place-weighted only, whereby a first-place position garners four points, and a fourth-place position garners one point.

Voter Profile Segmentation

Voter names and firm names are kept strictly confidential; however, the detailed reports provide ratings that are segmented by voter characteristics to provide companies with a specific voter profile. Ratings are shown by:

 

• Voter location

• Assets under management

• Voter function (title)

• Institution type

• Voter research team position

 

Research is sector based, and separated by buy-side and sell-side votes. Institutional Investor simultaneously collects feedback from corporates regarding best practices in investor relations. All information collected from the survey is made available for order within a comprehensive IR Perception Study.

How are the Results Tabulated?

All underlying feedback collected from the buy-side, sell-side and corporates is available in the form of a customized, IR Perception Study with peer benchmarking, for corporate use as a means to maximize the effectiveness of investor relations efforts and investor targeting.

 

Voters are asked to rate the top four companies that demonstrate excellence in the following performance attributes. The attribute ratings is are aggregated to produce an overall Best Investor Relations Program placement.​

 

• IR is well informed & empowered to speak authoritatively on the company’s behalf

• Timely & appropriate financial disclosure

• Quick and thorough responses to requests

• Accessibility of senior executives

• Constructive conference calls

• Website provides thorough & easy-to-access investor information

• Quality of corporate documents (varies by region)

• Quality of road show meetings, reversed road shows, site visits (varies by region)

Voter Participation Highlights

Voter names and firm names are kept strictly confidential; however, detailed reports offer research segmented by voter characteristics, to provide companies with specific voter profiles. Ratings are shown by:

 

• Voter location

• Assets under management

• Voter function (title)

• Institution type

• Voter research team rank

 

Rankings are sector based, and separated by buy-side and sell-side votes. Institutional Investor simultaneously collects feedback from corporates regarding best practices in investor relations. All information collected from the survey is made available within a comprehensive IR Perception Study.

The 2019  All-America Executive Team

November 2018

The 2018  All-Europe Executive Team

March 2018

The 2018 Latin-America Executive Team

August 2018

The 2018 All-Asia Executive Team

June 2018

The 2018 All-Japan Executive Team

May 2018

The 2018 Emerging EMEA Executive Team

July 2018

The 2018 All-America Fixed-Income IR

August 2018

Institutional Investor is widely recognized for its editorial integrity. All votes are unprompted, resulting in candid, valuable opinions from the investment community.

Most Honored Company

To earn the designation of Most Honored Company, a business must achieve two or more top-three appearances in the combined (buy-side and sell-side) results. Rank is determined by a weighted score wherein each first-place position is worth three points, second place receives two points, and third place gets one point. If a tie occurs in the weighted scores, companies are ordered according to the number of ranked positions they have received in their industry sectors.

 

Annual winners of the Most Honored Company designation are celebrated at regional awards dinners.

About Institutional Investor’s Corporate Research

Institutional Investor Research is fast becoming the leader of investor relations research, providing unrivaled independent analysis for companies globally. Our research is based on the expert opinions of the international investment community. We provide detailed feedback to companies about the perception of their investor relations efforts and how they can further improve the key aspects of their communication with the investment community. Through our annual studies of the global equities markets, we have exceptional access to the world’s leading investment professionals.

 

Each study includes detailed research around best practice across several key criteria used to measure the effectiveness of a company's IR communications. A company can therefore identify the strengths and challenges quickly of their IR strategy relative to their peer group. Alongside the best practice research we provide IROs the opportunity to compare their company practice to that of their peers, including resource allocation and the preferred means of communication with the buy and sell side.

 

Institutional Investor surveys buy-side analysts, portfolio managers and sell-side analysts at securities firms and financial institutions across the world to name the best investor relations programs, best CEOs, CFOs, and IR Professionals in their sectors.

 

Five distinct rankings are published:

The 2019 All-America Executive Team: November 2018

The 2018  All-Europe Executive Team: March 2018

The 2018 All-Japan Executive Team: May 2018

The 2018 All-Asia Executive Team: June 2018

The 2018 Emerging EMEA Executive Team: July 2018

The 2018 All-America Fixed-Income Investor Relations: August 2018

The 2018 Latin America Executive Team: August 2018

CONTACT US

To receive more information on Institutional Investor's IR Perception Studies
© 2017 Institutional Investor
CONTACT US

EUROPE  -  Amani Korayeim, +44 (0) 20 7779 8535

ASIA - Cara Eio, +852 2912 8051

AMERICAS -  Ursula Kizy, +1 212 224-3124

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