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Perception Analytics

Learn more about Perception Analytics
Get in Touch
Get in Touch
Perception studies and online surveys to gather actionable feedback from the capital markets

S&P Global’s Perception Analytics help corporate issuers understand how investors and analysts perceive their company, how effectively their corporate messaging strategy is resonating with the Street, and what the market expects going forward.

By conducting Perception Studies, online surveys, and regular investor feedback, clients can gather sentiment analysis on strategy, management, and communications, help steer C-suite discussions, shape investor perceptions, and differentiate their investment story.

Learn more about our investor perception analytics solutions
REQUEST INFORMATION
Ensure your next Investor Day is a Success
FIND OUT MORE

Perception Study Product Portfolio

S&P Global’s portfolio of Perception Study products offers customized tools to gather market feedback specific to our clients’ objectives, timelines, and budgets.

PERCEPTION STUDY (Perception Advisory)

Qualitative and quantitative perception study that delivers actionable insights to IR, management, and the Board.

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SUSTAINABILITY PERCEPTION STUDY (Sustainability Advisory)

Shareholder perspective of ESG materiality.

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QUARTERLY PERCEPTION ANALYSIS (Retainer Feedback)

Ongoing feedback from the investment community throughout the year during earnings releases.

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ONLINE SURVEY (Canvass Study)

Online survey to capture immediate feedback and event engagement metrics.

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REAL-TIME INVESTOR FEEDBACK (Street Beat)

Timely and in-depth feedback from targeted perception interviews.

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Our differentiators

TEAM EXPERTISE

Our subject-matter experts conduct in-depth perception interviews as a knowledgeable extension of client IR teams, prioritizing engaging dialogue over a Q&A survey approach.

Our extensive coverage of multiple time zones and languages enables our team to service a global client base with an understanding of regional differences in corporate structures and investor expectations.


PROPRIETARY METHODOLOGY

Our analysis process blends a quantitative and qualitative approach that synthesizes a vast amount of direct market feedback into actionable, digestible key findings.

We provide clients with a seamless and effortless workflow by integrating data and insights from Investor CRM, Global Markets Intelligence, Investor Targeting, and IR Advisory.


BENCHMARKING DATABASE

Our comprehensive database of management and IR ratings from a global client base provides industry, market cap, and geographical benchmarks.

Strategy
  • Clarity of strategy
  • Confidence in strategy
  • Importance of ESG
  • ESG performance
Management
  • Strategic vision
  • Execution
  • Credibility
  • Communication style
  • Accessibility
  • Breadth & depth
Investor Relations
  • Industry knowledge
  • Credibility
  • Accessibility & responsiveness
  • Proactiveness
  • Disclose & transparency
  • Earnings call
  • Investor Day event
REPUTATION

As a trusted name in perception outreach, we leverage existing relationships with the buy- and sell-side communities to encourage participation in our perception studies and gather sensitive market feedback.

Issuers can rely on our team to represent their IR and management teams and ask thought-provoking questions that garner honest, actionable feedback from the market.


“The S&P Global team did a fantastic job in conducting our 2020 perception study under extremely unique and challenging circumstances. When we initially submitted the request, no one was anticipating a global pandemic. The feedback received at such a critical time became immensely useful, as we adjusted our IR messaging and enhanced our disclosers to better satisfy the market’s expectations in the current climate. The S&P Global team completed the study without delay and presented a concise and easily digestible report. The call transcripts yielded tremendous insight as well.”

Raymond Posadas
Director, Investor Relations
Allison Transmission

“We were very pleased with the overall S&P Global investor perception study process, including developing a good understanding for our business, swift execution of the interviews, and well-prepared results. The tangible recommendations will help us to refine our strategy and further improve communication with investors. Altogether, the perception study exceeded our expectations.”

Jan Strecker
Head of Investor Relations
Deutsche Börse AG


Thought Leadership

Do you know what your investor base is thinking?

Did you know there is a link between investors’ perception of Sustainability and stock performance?

Is your corporate messaging resonating across your global shareholder base?

Optimizing Investor Day Engagement

How to drive in-person Investor Day attendance

S&P Global Perspectives [Special]

Issuer feedback on the SEC’s 13-F threshold proposal

S&P Global Virtual Investor Day Ebook


Explore more of our integrated suite of IR solutions for corporate issuers

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Capital Surveillance

Analyze stock, bond and beneficial ownership and analyze investor motives.
Learn More

Investor CRM

Streamline IR activities with BD Corporate, our powerful, easy-to-use workflow solution.
Learn More

Investor Targeting

Identify, target and engage investors who are compatible with your investment story.
Learn More

IR Strategy and Advisory

Get expert guidance and planning for annual strategies, investor days, pre-IPO, M&A, and more.
Learn More

ESG and Governance

Benchmark and report on your ESG performance and target ESG-focused investors.
Learn More

Investor Day Advisory

The most prominent event on the Corporate calendar.

LEARN MORE

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