Whether your company is a startup or a publicly traded conglomerate, investors’ thoughts and ideas matter. If a strategic shift is in the works or an acquisition opportunity has presented itself, a perception study can be used to gauge how any transition might impact investor sentiment.

Even if your company generally has a good relationship with investors, conducting a perception study can glean essential feedback. Perception studies should be a regular component of your investor relations program. Without them, investors’ thoughts left unsaid may impact relationships and, ultimately, your company’s equity valuation.

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-level consultants 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 resultant 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 haven’t determined why and need to deep-dive into what’s really happening
  • On a regular basis to determine whether investors’ needs have changed regarding, for example, environmental, social, or governance concerns

The Benefits of Leveraging Expertise

To achieve the best results, experienced professionals should conduct your investor perception study. Senior-level consultants with unique skill sets and expertise will develop the right questions to get investors to share thoughts about the matters most relevant to your management team. Every study is an opportunity and you don’t want to miss the mark when it comes to opening the lines of communication with investors.

Seeking the Right Investor Perception Study Services

If you are looking to maximize the impact or your investor perception study, Clermont Partners will provide the high level of insight and support you are seeking. Organizations that work with us gain the ability to interact with a team of professionals who first will help you determine whether a perception study is ideal and, if so, will work with you to execute it. We make research-based recommendations that enhance the investor perception study  to ensure  optimal participation and feedback for the study.

Clermont Partners has the experienced, senior-level consultants who will help you create new opportunities within investor communications. We also work closely with companies to properly set up these studies to ensure the highest level of success. Contact us to learn more about how we can help.

Contact us to learn more about Perception Study

  • The information you provide will be used in accordance with he terms of our privacy policy.
  • This field is for validation purposes and should be left unchanged.