Our suite of retail investor research provides corporate issuers with objective data for monitoring service levels and enables effective engagement with important stakeholders
Improve Investor Experiences
Our proprietary survey process is currently used by more than 50 issuers and all of the largest transfer agents to ensure the highest quality of service is delivered to retail shareholders. By establishing independent measurements and ongoing feedback programs, transfer agents and corporate issuers can be confident that investors are getting the best possible service. If an unexpected service issue occurs, our process provides an opportunity for learning, improvement, and resolution.
Maximize Investor Engagement
For years, retail investors have been underappreciated and under-targeted. Corporate issuers are realizing that a material shift in the investment landscape has taken place as this population has become the fastest growing investor group. With the trend unlikely to reverse, more issuers are looking to get to know and better understand their retail investors, making engagement a key objective of future IR strategy. Group Five is the industry leader with over 30 years of experience in communicating with retail investors on behalf of the issuer community. Our customized research serves as a powerful tool to support a comprehensive engagement strategy.
why measure satisfaction?
Our research shows that corporate issuers who measure investor satisfaction receive the best service from their transfer agents.
Without objective satisfaction measurements, transfer agents and issuers lack an effective means to monitor the investor service experience.
Our survey process equips transfer agents with the data needed to improve service delivery and provides issuers with objective data on transfer agent performance in this critical area.
why investor engagement?
Our research shows that corporate issuers who engage with retail investors garner more support for important events such as voting.
As ESG remains a mainstay of board and investor focus, effective retail shareholder engagement is just as important as ever.
Our research equips corporate issuers with the insights needed to effectively engage with their retail investors.