Objective – Unaffected by a broader consulting relationship or other sales objectives, our research faithfully reflects direct responses from the financial community.

Rigorous –Our methodology results in more reliable, more representative, measurable and actionable findings, compared to traditional perception surveys. Specifically, the method:

• Measures (and helps companies bridge) the gaps between the views of insiders and investors
  
• Integrates qualitative and quantitative findings, capturing not only nuanced insights but also numeric measures that help benchmark and contextualize the findings
  
• Enables companies to track the evolution of investor perceptions overtime
  
• Segments the audience, helping you assess the prevalence of various views

High Touch -- We treat each survey as a unique creation designed to address the specific questions of each client. We are broadly experienced in a wide variety of research methods and analytical models, and we never try to recast the client's needs to fit a particular method or analytical template. On the contrary, we see each client engagement as an opportunity for a thoughtful fusion of relevant methods and models that can best capture the respondents' voice and collective will.

Method-agnostic approach – Our method-agnostic approach sets us apart from two categories of primary competitors: 1) firms exclusively using qualitative/anecdotal methods, and 2) firms that employ quantitative methods with inflexible and questionable features such as rating scales that do not contain a midpoint as a proxy for a neutral response. In contrast with these competitors, every aspect of our surveys - the overall design, the scales, scope and questionnaire, etc. -- is uniquely crafted to fit the needs of each client.

Actionable Findings - Just as research-specialized boutiques, we are experts in perception research. But unlike some of our competitors, we bring to this work broader experience in every other aspect of investor relations, including positioning and compliance, equity and fixed-income marketing, targeting and relative valuation analysis. As a result, our surveys are grounded in a thorough understanding of the nexus of reputational, regulatory and financial imperatives that affect corporate communications and positioning strategies.

Innovation -- Aside from the services we currently offer, our clients benefit from our commitment to innovation. We are constantly testing hypotheses, tracking best practices in opinion research, following academic research in finance, economics, game theory, data visualization and demographics to continually refine our methods and advance the state of the art in investor surveys.

This investment in our intellectual capital has already yielded promising new ideas. For example, by incorporating key tenets of behavioral finance into our work, we are helping our clients develop a fuller understanding of their financial community audiences. We are helping them understand not only their investors stated views but also their psychological profile, their more basic human biases and inclinations.