GLOBALINSTITUTIONALINVESTORS REPORT
Factors now more prominent when evaluatingwhether to invest in a company
The ‘extra financials’ increasingly drivingcompany valuations today
agree environment, social and governance factors are key in driving
a company’s valuation
2014A landmark piece of research, the survey is one of the first of its kind to examine the tangible and intangible factors influencing institutional investors’ and sell-side analysts’ decision-making around the world. 500 individuals were questioned for the first year of this MSLGROUP study, and some of the key findings are outlined in this infographic. For more, please visit http://msl.gp/giiir
Global Findings
Regional Variations
institutional investorsand sell-side researchfirms questioned
The Scope
Countries Covered
U.S. China
CanadaUK
France SwitzerlandLuxembourg
Singapore
Hong KongJapan
Australia
500
A good track record meetingearnings expectations
An equity story that’sclearly defined
A demonstrable link between thecompensation of directors andcompany performance
A high qualityinvestor relations team
58%
54%
51%
65%of investors
agree
95%
CorporateStrategy
95%
Quality ofexecutive management
91%
of respondents believeshareholder activism will becomeincreasingly prevalent, and more global
77%
Transparency ofinvestor disclosures
(% of investors agree)(% of investors agree)(% of investors agree)
85% 64%
100%
50%
Asia
U.S.
comparedto
consider the degree to which director compensation aligns with corporate
performance is important
consider a digital and social media presence important to driving a
company’s valuation
of an asset manager’s total portfolio held for more
than one year
62% 42%
100%
50%
U.S.
comparedto
Europe
77% 40%
100%
50%
Asia
comparedto
Europe
63% 10%
100%
50%
Asia
comparedto
U.S.
