• Why Investor Relations?

    For more than 40 years, the CFA Institute has advocated for efficient capital markets that are ethical, transparent, and provide investor protections. One of the Institute’s guiding principles states: “Investors need complete, accurate, timely and transparent information from securities issuers.”

  • Why InsuranceIR?

    Insurance companies face unique challenges when communicating with investors and InsuranceIR is uniquely suited to help with industry-specific support.

    The primary purpose of this blog is to offer specific ideas on how insurance companies can achieve that objective.

    The supporting pages offer information on InsuranceIR's capabilities and how firm principal Heather J. Wietzel can help your company improve your investor communications.

  • Pages

  • Copyright 2012

Surveying Insurance Investors

InsuranceIR Capability: Insurance-sector Investor Surveys

A survey of investor perceptions (perception study) is an investor relations best practice, providing your company’s management with actionable feedback from its investor audience. Surveys seek to determine whether investors believe they are receiving the right information, as well as to gain insight into how the investors perceive that information and assess the company’s prospects. The feedback can be used to shape the content and form of future communications to better meet investors’ perceived needs, which can help the company achieve its investor relations objectives.

When the interviews for a perception study are conducted by a third party, your company is more likely to receive unbiased insight into those investor views of the business, strategies, outlook and communication practices.

Why Choose InsuranceIR to Conduct a Perception Study?

InsuranceIR is uniquely positioned to conduct an investor survey on behalf of property casualty and life insurance companies:

  • InsuranceIR specializes in investor relations for insurance companies and has worked with eight insurance industry clients over the past two years.
  • By focusing solely on the insurance industry, InsuranceIR can leverage both industry information and relationships on behalf of all clients.
  • Current relationships with a broad cross-section of insurance investors and analysts help insure that InsuranceIR speaks with the correct investors and analysts on behalf of each client and is more likely to receive candid feedback.
  • InsuranceIR’s insurance expertise means topics of importance can be discussed intelligently with insurance-sector investors (for example, reserve practices or insurance operating results).

How Are InsuranceIR Surveys Conducted?

InsuranceIR undertakes the following steps when conducting an investor survey on a client’s behalf:

  • Learning more about the company’s objectives for the perception study and the desired scope. Also, working with the company to determine the appropriate timing.
  • Conducting background research on the company, including studying recent company communications, reviewing analyst research and listening to replays of recent conference calls and presentations.
  • Confirming the number of interviews desired, develop a target list of survey participants (buy- and sell-side) and draft a questionnaire.
  • Working with the company to identify specific survey targets and to finalize the questionnaire (shortly before the interviews would begin).
  • Conducting desired number of interviews from among the targeted participants over a 20-30 day period.
  • Providing detailed report analyzing responses and recommending action items.
  • Being available for follow-up discussions on topics of specific interest.

Please email InsuranceIR to learn more about Investor Surveys and other capabilities.


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