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  • Simon Young

Private investor survey


Our Heartwood Partners Private Investor Survey (click to download) was aimed at improving the understanding of which channels private investors use prior to making investments and in response, how listed companies can improve their communication with private investors. From the data we collected, it appears that private investors have very clear views on what makes for effective communication. Topics covered:

The negative impact of MIFID II on sell side research reaching private investors

Managing consensus expectations

Investment idea sourcing by private investors

Ensuring your IR website is up to scratch

Private investor suggestions to management teams

Please download the full report (8 pages) here


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