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6 September 2017
John Dwyer

Taking the Pulse of Corporates and Institutions

Below is a summary of some confidential feedback from ingage’s proprietary feedback system.

The sample size includes 157 corporates and 119 institutional respondents.

Some key stats

  • 77% of institutional investors think more investor meetings with corporate management teams will be arranged directly as a result of MiFID II
  • 47% expect to be using software solutions such as ingage which is similar to the number who want an alternative to sell-side intermediated meetings (42%)
  • 62% of those surveyed do NOT have a corporate access software solution in place
  • 56% of the companies provided feedback that the traditional institutional intermediated feedback system does NOT work well
  • Two thirds believe that direct, confidential feedback is one of the key features of a solution
  • www.ingage.com

Some Perspectives

There is plenty of room for corporates and institutions to integrate software solutions into their offerings and expect this to be a key narrative in the weeks and months ahead.

We have always thought that the direct, confidential feedback feature is critical as feedback is the currency of the corporate/institutional non-deal roadshow process.

It also represents an important shift in dynamics between a relationship which has traditionally been intermediated by a research analyst, sales person, or corporate broker.

Forthcoming Celent report

My forthcoming report will take a look at new trends in data and how they will impact the buy side operating model and permeate index funds, smart-beta, and the impact on traditional stock-pickers.

One future area of opportunity is likely to emerge for traditional bottom-up stock pickers––particularly as market volatility returns.

At that point, the small/mid cap end of the market with low data insights from Alt-Data and reduced research analyst coverage could be a source of alpha.

Software platforms which connect institutions and under-researched companies will then find an entirely new area of growth.

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