Investor Attitude Surveys

Effective communications must be two-way. To understand the investment community's evaluation of your company, management, strategy and opportunity, Fundamental conducts candid surveys with key analysts and institutional investors - seeking their feedback on the quality, impact and consistency of your financial communications and disclosure practices.

This market intelligence is then distilled into actionable items for your consideration.  Formal investor attitude surveys are highly recommended as a starting point for the creation of a new IR program launch or for those companies wishing to send up trial balloons in advance of strategic decision-taking.

Ownership Analysis

The identification and analysis of ownership is a critical preparatory step in developing an investor relations program or in refining your current IR program.  Fundamental's Shareholder Identification Report describes:

• who owns your shares
• who has investment and voting discretion
• investment characteristics of your major owners
• the geographic distribution of ownership

Peer or competitor company share ownership analysis can also be extremely informative and valuable in targeting new investors.

Investor Targeting

Targeting provides a quantitative basis for determining which investors are suitable for more intensive investor relations' efforts.  Our shareholder identification services help identify the institutional investors, buy-side analysts, sell-side analysts and retail brokers you should be reaching, as well as the most effective and efficient way to reach them.

Fundamental provides lists of targets that include:

• institutions best able to drive valuation
• institutions whose characteristics and policies make them desirable investors
• institutions likely to be interested in purchasing stock

The Targeting Report lists contact names of investors, phone numbers, fax numbers, e-mail addresses, investment philosophies, current ownership, and buying potential. With definite audiences in mind, your story - and the tactics used to tell it - can be custom tailored for maximum impact.