What Is the Purpose of a Perception Study?
An investor perception study is designed to allow investors to provide their perspective on your company’s strategies, progress, and even its financial standing. This is best achieved when senior counsel with company-specific expertise design the questions and interact with investors to gain insight and information. Clermont Partners does extensive research to formulate questions that investors may not have even considered. The answers can provide critical information regarding how a new strategy would be perceived, allowing management to make more informed decisions that are proactive rather than reactive.
When to Undertake an Investor Perception Study
There are a multitude of scenarios for which conducting a perception study would be most prudent. Here are three very common scenarios:
- If your company is planning a transition of any type that will change investor perceptions (new strategies, management changes, long-term goals or targets, acquisitions).
- If a transformative event has failed to spark investor interest and you have not determined why and need to deep-dive into what is really happening.
- On a regular basis to determine whether investors’ needs have changed regarding, for example, environmental, social, or governance concerns.