report from the buy side: the power of intangible factors on investment decisions

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Page 1: Report from the Buy Side: The Power of Intangible Factors on Investment Decisions

say their approach to valuing a company has

changed with the new presidential administration

45%

assign at least some weight to intangible factors

have processes for assessing the value of intangibles

rely on multiple sources when evaluating intangibles. Proprietary research

(87%) tops the list

Bloomberg News and WSJ are considered

the most credible media sources in an investment decision

check social media to see what is being said about a company

70%

follow senior leaders of companies on social media

say regulatory changes associated with the new

presidential administration are influential on investment decisions

70%

say the media image of a company influences investment decisions

REPORT FROM THE BUY SIDE: THE POWER OF INTANGIBLE FACTORS ON INVESTMENT DECISIONSWeber Shandwick partnered with KRC Research to determine how and which intangible factors, including corporate communications, influence buy-side investors’ valuation perceptions and investment decisions. “Intangible factors” were defined as non-financial performance factors, which could include evaluation of leadership, key stakeholder relations, and product and process quality and innovation.

Methodology: We conducted a telephone survey of 104 buy-side investors in the U.S. Respondents work for buy-side investment financial organizations with at least $500 million assets under management, such as banks, hedge funds, pension funds, or asset management firms.

AMONG BUY-SIDE INVESTORS…

For more information about our Report from the Buy Side: The The Power of Intangible Factors on Investment Decisions, please contact:

Liz CohenExecutive Vice President and Head of Financial CommunicationsWeber [email protected]

51% 98%

38%

80%

67%

say management quality/confidence is influential in making an investment decision (the #1 influencer)

89%