Daniel ConnellManaging Director

Greenwich Associates

Institutional Investing in the 21st Century: How Social Media Informs and Shapes the Investing Process

To what extent are digital resources gaining traction as

sources of financial information?

How is social media being leveraged for insights during

the institutional investing process?

What has social media influenced so far, and where are key

opportunities for influence moving forward?

1

3

2

Questions to Answer

Source: LinkedIn and Greenwich Associates, 2015

Methodology

Survey

Online survey fielded by

Greenwich Associates

from November 14 –

December 5, 2014.

Sample

256 Global Institutional

Investors, including:

100 in North America

(U.S., CA), 105 in Europe

(UK, France, Germany,

Netherlands and

Switzerland), 51 in APAC

(Hong Kong, Singapore).

Who

Decision-makers and

influencers for

investment decisions at

their institution.

Digital

Use 1+ digital source to

learn about financial

topics relevant to

investing role.

Source: LinkedIn and Greenwich Associates, 2015 – North America CUT

5

Nearly all Institutional Investors use digital resources for

investing purposes, and more than three in four are using social

resources

95% 77%

of Institutional Investors

use digital resources for investing

of Institutional Investors

use social media for investing

Base: All Institutional Investors

Source: LinkedIn and Greenwich Associates, 2015 – North America CUT

Base: Institutional Investors who use LinkedIn

Source: LinkedIn and Greenwich Associates, 2015 – North America CUT

Four in five Institutional

Investors who use LinkedIn

for their role are doing so

weekly or more

Use LinkedIn weekly or more

80%

Base: Institutional Investors who use LinkedIn

Source: LinkedIn and Greenwich Associates, 2015 – North America CUT

More than two in five users

plan to increase their use of

LinkedIn for financial

information over the next

year

Increased use

over the

PAST YEAR

40%Plan to increase

use over the

NEXT YEAR

44%

% of LI users who increased / plan to increase usage

Institutional investors who use social media for each of the top purposes are more

than likely turning to LinkedIn vs. Facebook or Twitter

1 3 4 5

60%

Read timely news/

market/industry updates

38%

18%

31%

47%

Research specific

industries

51%

34%

14%

44%

Seek opinions or

commentary on

markets/events

55%

21%

36%

40%

Learn about investment

products/services

43%

33%

27%

39%

Seek educational content

to inform investing

55%

17%

21%

Top 5 purposes IIs use social:

2

Bases: 1. Institutional Investors who use social media, 2. Institutional Investors who use social media for each of the top 5 purposes

Source: LinkedIn and Greenwich Associates, 2015 – North America CUT

Most Institutional Investors who use social media to inform their investing have

learned something that has influenced decision-making

Base: Institutional Investors who use social media

Source: LinkedIn and Greenwich Associates, 2015 – North America CUT

Conduct further research on an

industry issue or topic

52%

Change their perspective

on an industry issue or topic

45%

Share the information with

decision makers at their company

31%

Make an investment

recommendation or decision

29%

Choose to work with a

particular company or client

32%

Start a discussion with my

investment consultant

24%

Social media is already playing an influential

role in investment decisions, but there is

more to come

Bases: 1. Institutional Investors who use social media, 2. Institutional Investors who use social media for each of the top 5 purposes

Source: LinkedIn and Greenwich Associates, 2015 – North America CUT

Daniel Connell

Managing Director

Greenwich Associates

Impact of Emerging Technology on Institutional Investing

Tom Libretto

Managing Director, Global

Head of Digital

J.P. Morgan Asset Management

Kerry Ryan

Director, Head of Global

Web Services

Legg Mason

Alyssa Gilmore

Global Head of Analyst

Relations

Bloomberg