GLOBALINSTITUTIONALINVESTORS REPORT

Factors now more prominent when evaluatingwhether to invest in a company

The ‘extra financials’ increasingly drivingcompany valuations today

agree environment, social and governance factors are key in driving

a company’s valuation

2014A landmark piece of research, the survey is one of the first of its kind to examine the tangible and intangible factors influencing institutional investors’ and sell-side analysts’ decision-making around the world. 500 individuals were questioned for the first year of this MSLGROUP study, and some of the key findings are outlined in this infographic. For more, please visit http://msl.gp/giiir

Global Findings

Regional Variations

institutional investorsand sell-side researchfirms questioned

The Scope

Countries Covered

U.S. China

CanadaUK

France SwitzerlandLuxembourg

Singapore

Hong KongJapan

Australia

500

A good track record meetingearnings expectations

An equity story that’sclearly defined

A demonstrable link between thecompensation of directors andcompany performance

A high qualityinvestor relations team

58%

54%

51%

65%of investors

agree

95%

CorporateStrategy

95%

Quality ofexecutive management

91%

of respondents believeshareholder activism will becomeincreasingly prevalent, and more global

77%

Transparency ofinvestor disclosures

(% of investors agree)(% of investors agree)(% of investors agree)

85% 64%

100%

50%

Asia

U.S.

comparedto

consider the degree to which director compensation aligns with corporate

performance is important

consider a digital and social media presence important to driving a

company’s valuation

of an asset manager’s total portfolio held for more

than one year

62% 42%

100%

50%

U.S.

comparedto

Europe

77% 40%

100%

50%

Asia

comparedto

Europe

63% 10%

100%

50%

Asia

comparedto

U.S.