impact of emerging technology on institutional investing

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GSK 2014

Daniel ConnellManaging DirectorGreenwich AssociatesInstitutional Investing in the 21st Century: How Social Media Informs and Shapes the Investing Process 2

To what extent are digital resources gaining traction as sources of financial information?How is social media being leveraged for insights during the institutional investing process?What has social media influenced so far, and where are key opportunities for influence moving forward?132Questions to Answer Source: LinkedIn and Greenwich Associates, 2015

MethodologySurvey

Online survey fielded by Greenwich Associates from November 14 December 5, 2014.Sample

256 Global Institutional Investors, including: 100 in North America (U.S., CA), 105 in Europe (UK, France, Germany, Netherlands and Switzerland), 51 in APAC (Hong Kong, Singapore).

WhoDecision-makers and influencers for investment decisions at their institution.

DigitalUse 1+ digital source to learn about financial topics relevant to investing role.

Source: LinkedIn and Greenwich Associates, 2015 North America CUT5Nearly all Institutional Investors use digital resources for investing purposes, and more than three in four are using social resources95%77%of Institutional Investors use digital resources for investingof Institutional Investors use social media for investingBase: All Institutional InvestorsSource: LinkedIn and Greenwich Associates, 2015 North America CUTBase: Institutional Investors who use LinkedInSource: LinkedIn and Greenwich Associates, 2015 North America CUT

Four in five Institutional Investors who use LinkedIn for their role are doing so weekly or moreUse LinkedIn weekly or more80%Base: Institutional Investors who use LinkedInSource: LinkedIn and Greenwich Associates, 2015 North America CUTMore than two in five users plan to increase their use of LinkedIn for financial information over the next year Increased use over the PAST YEAR40%Plan to increase use over the NEXT YEAR44%% of LI users who increased / plan to increase usage

Institutional investors who use social media for each of the top purposes are more than likely turning to LinkedIn vs. Facebook or Twitter 134560%Read timely news/ market/industry updates

38%18%31%47%Research specific industries

51%34%14%44%Seek opinions or commentary on markets/events

55%21%36%40%Learn about investment products/services

43%33%27%39%Seek educational content to inform investing

55%17%21%Top 5 purposes IIs use social: 2Bases: 1. Institutional Investors who use social media, 2. Institutional Investors who use social media for each of the top 5 purposesSource: LinkedIn and Greenwich Associates, 2015 North America CUT8Most Institutional Investors who use social media to inform their investing have learned something that has influenced decision-makingBase: Institutional Investors who use social mediaSource: LinkedIn and Greenwich Associates, 2015 North America CUTConduct further research on an industry issue or topic

52%Change their perspective on an industry issue or topic

45%Share the information with decision makers at their company

31%Make an investment recommendation or decision

29%Choose to work with a particular company or client

32%Start a discussion with my investment consultant24%

Social media is already playing an influential role in investment decisions, but there is more to come

Bases: 1. Institutional Investors who use social media, 2. Institutional Investors who use social media for each of the top 5 purposesSource: LinkedIn and Greenwich Associates, 2015 North America CUT10Daniel ConnellManaging DirectorGreenwich AssociatesImpact of Emerging Technology on Institutional Investing

Tom LibrettoManaging Director, Global Head of Digital J.P. Morgan Asset Management

Kerry RyanDirector, Head of Global Web ServicesLegg MasonAlyssa GilmoreGlobal Head of Analyst RelationsBloomberg12