NIghtingale Communications

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How retail investors in Australia view the importance of social and digital media channels

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Contents

Why did we do the survey?

01

How was the research conducted?

02

What did we find?

03

Research findings

04

Profile of survey participants

17

About nightingale

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Published March 2013 Š nightingale communications 2013 Suite 5.10 | 2 Queen Street Melbourne Victoria 3000 Telephone +61 3 9614 6930 www.nightingalecommunications.com.au


Why did we do the survey?

Social and digital media platforms are fundamentally changing the way people behave and interact, and this in turn is causing a shift in the way organisations interact with different stakeholders. ___

Companies and the people who run them are grappling to strike the right tone in social media and are quickly discovering that when you get it wrong the impact can be swift and harsh.

While social media has become an exciting tool for marketing executives, it is posing a whole new set of challenges for corporate affairs professionals as advocacy groups and customers find a powerful way to air their views and hold organisations to account. Investor relations professionals are also grappling with how they should evolve engagement with their key financial stakeholders.

We thought it would be interesting to find out directly from retail investors how important social and digital media channels are to them when making investment decisions, and how these channels compare with more traditional ones.

nightingale commissioned Colmar Brunton to conduct research among Australian retail investors, the findings of which are captured in this report. We think it makes for an interesting read.

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How was the research conducted?

nightingale commissioned Colmar Brunton to conduct an online survey using their Investor Pulse panel which comprises more than 4,000 retail investors residing in Australia who own shares in ASX 100 companies.

___

All respondents were shareholders in a listed company, or owned equities indirectly through an investment fund, and had bought or sold stocks or shares in the last 6 months.

In total, 507 retail investors completed the survey. Charts are based on all 507 responses except where stated.

Data was collected between 3 October and 6 December, 2012.

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What did we find?

One of the interesting aspects of the research is that a very low 5% of retail investors said they rely on financial planners or brokers when making investment decisions, preferring to back their own judgement, or advice from friends, family or the media. ___

For these investors, faced with a plethora of information sources, the research shows that nothing beats information straight from the horse’s mouth. Investors place a high value on traditional company-generated information sources, with the company website widely considered to be the most useful medium for accessing company news and information. Perhaps surprisingly in today’s world where published content quickly becomes out of date, 41% of retail investors continue to place a high value on annual reports as a source of information. Around 25% of investors said they place a high level of reliance on business media when making investment decisions, with over a third saying that the online format has become more important to them in the last year. Paid for subscription services were also popular amongst those surveyed. In terms of social media, investors interviewed appear to be quite engaged online and in digital formats with 61% saying they buy and sell shares via online trading platforms, and 28% saying they contribute content and comments in social media and online platforms. That said, social media channels are currently viewed as less influential than traditional media channels in the context of decision-making, and investors expressed a lower reliance on those channels compared to others. With over 10% of retail investors saying they place a high reliance on social media channels like micro blogging services and social networking sites, it will be interesting to see if social media channels become more important in the future.

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Research findings

4


Reliance on information sources

Retail investors rely on a broad mix of information sources. ___

Information direct from companies is the most important, but around a quarter of retail investors are highly reliant on digital channels such as online investment subscription services and online business media.

Investors are less reliant on social media relative to other sources of information, however over 10% of retail investors place a high reliance on social media channels like micro blogging services and social networking sites.

Information sources investors place a high reliance on (rating of 8 –10 out of 10)

40%

30%

30%

28%

28%

27%

26%

26%

20%

16% 13%

11%

11%

10%

0% Information direct from companies

Business media print

Subscription newsletters

Real time subscription services

Business media online

Online investment advice subscription services

Internet forums Social Micro-blogging or message networking sites services boards

Blogs

Q. Here is a list of sources which you might use for information about business or companies. On a scale of 1-10, please tell me how reliant you are on each source, where 1 = not at all reliant and 10 = highly reliant.

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Influence on investment decisions

Information direct from companies ranked the highest in influencing investment decisions. ___

Business media, both print and online, were the next most influential information sources.

While social media such as internet forums, blogs, social networking sites and micro-blogging services were not ranked as highly as other sources, 12% – 15% of investors rate these sources as being highly influential.

Information services which have a high level of influence on investors (rating of 8 –10 out of 10)

50%

40% 31% 30%

25%

25%

23%

23%

21%

20%

15%

13%

12%

12%

10%

0% Information direct from companies

Business media print

Business media online

Real time subscription services

Subscription newsletters

Online investment advice subscription services

Internet forums or message boards

Blogs

Micro-blogging services

Q. Thinking about the same information sources, to what extent do they influence your investment decisions or recommendations, where 1 = no influence and 10=highly influential.

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Social networking sites


Importance of paid for digital information

Retail investors are using a mix of paid for digital media channels, including subscription services, which have all grown in importance in the last year. ___

Over a third of retail investors say that online business media has become more important.

Increased importance of digital information sources over the last year

40% 36% 33% 29%

30%

28%

20% 14% 10%

10%

7%

7% 3%

0% Business media online

Subscription newsletters

Real time subscription services

Online investment Internet forums or advice subscription message boards services

Blogs

Social networking sites

Micro-blogging services

Other digital media

Q. Which, if any, of the following digital information sources have become more important in the last year?

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Business media in print and online is highly influential and online business media is growing in importance 25% of respondents said business media in both print and online formats is highly influential when making investment decisions. ___

26% of respondents said they place a high reliance on print business media and 28% said they place a high reliance on online business media.

Online business media has become more important for 36% of respondents over the last 12 months.

Reliance, influence and growing importance (rating 8 –10 out of 10)

50%

Business Media – Print

40%

Business Media Online 36%

30%

25%

26%

25%

Influence

Reliance

Influence

28%

20%

10%

0%

8

Reliance

Increased importance in last 12 months


Engagement in social and digital media

18% of retail investors plan to use social and digital media more over the next year, while 9% plan to use it less. 20%

Q. How is your use of social or digital media for work likely to change over the next year? Are you likely to use it more, less or the same?

15% 10% 5%

Use more 18%

0%

Use less 9%

-5% -10% -15% -20%

28% of retail investors contribute online content, either as authors or contributors. Blogs, forums and message boards are the most common platforms.

Contribute 28%

Do not contribute 72%

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Q. Do you post to or contribute information on companies or business to any of the following? Forums

66%

Social networking sites

36%

Blogs

32%

Micro-blogs e.g. Twitter

19%

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Benefits of social media

54% of of retail investors consider that social media delivers no real benefits for investors. ___

Among those who could identify a benefit, getting regular updates on investments and having access to the opinions of experts were the main benefits identified.

Benefits of social media for investors I get regularly updated with key communications relating to my investments

Q. What, if any, are the benefits of social media to you as an investor?

22%

I get access to the opinions of experts

19%

I can connect with other investors and share experiences and opinions

19%

I get the inside track about a company’s performance and investment potential

17%

5%

I get a better investment return

54%

No real benefits

0%

10%

20%

30%

40%

50%

60%

Main single benefit of social media Q. Which benefit do you value the most?

I get regularly updated with key communications relating to my investments

34%

I get access to the opinions of experts

24%

I get the inside track about a company’s performance and investment potential

20%

I can connect with other investors and share experiences and opinions

17%

I get a better investment return

4%

0%

10

10%

20%

30%

40%


Email and company websites considered the most useful information sources Retail investors consider the company website to be the most useful source for accessing company news or information. ___

Three in ten retail investors also consider email to be very useful. A smaller proportion, although more than 10%, consider digital channels such as company videos, Twitter, and Facebook to be very useful.

Information channels identified as “very useful� 45% 42% 40%

35%

29%

30%

25%

20% 15%

15%

12%

11%

10%

5%

0% Company website

Email

Company video Company Company Twitter content (e.g. Facebook page account YouTube)

Q. Below is a list of channels which you might use for accessing market sensitive company news or information. Please rate how useful these are – either very useful, fairly useful, not useful.

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Value of information direct from companies

When it comes to information provided directly by companies, retail investors see most value in traditional sources such as company annual reports, ASX filings and press releases. ___

Relatively lower value is placed on video content and company digital media channels such as Twitter, LinkedIn, YouTube or Facebook, although 15% of investors said they thought these channels were very valuable.

Information direct from companies that investors place a high value on (rating 8 –10 out of 10) 45%

41%

40%

38%

35%

32%

30%

30%

25% 20% 15%

15%

15%

10% 5% 0% Annual reports

ASX filings

Company press releases

Company website Company social media channels

Video content

Q. In terms of information direct from companies, please rate the following information sources in terms of their value to you, where 1 = no value and 10 = high value.

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Australian companies use of social and digital media in investor communications About a quarter of retail investors give Australian companies a score of eight or more out of 10 on their use of social and digital media.

___

The majority rate Australian companies as average to good, which suggests there is significant room for improvement.

Over half of the investors could not name any companies which make the best use of social and digital media in their investor communications. Of those who did, BHP, Telstra and CBA were the most commonly cited.

Rating of Australian companies use of social and digital media in investor communications

Excellent (8-10 out of ten)

Q.

27%

On a scale of 1-10 where 1 is poor and 10 is excellent, how would you rate Australian companies in their use of social and digital media in their investor communications?

NB: The chart excludes those who responded ‘don’t know’ to this question and includes responses from 417 investors. Average to good (5-7 out of ten)

56%

Poor (1-4 out of ten)

18%

0%

10%

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20%

30%

40%

50%

60%

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Comparison with overseas companies

A large proportion of Australian retail investors lack awareness of how overseas companies use social and digital media in investor communication. ___

47% stated that they were unable to compare Australian companies with overseas companies.

Of those who had an opinion, just over a quarter thought Australian companies performed better, and just under a fifth said they performed worse.

Comparison of Australian companies to overseas companies in digital investor communications

Australian companies perform better than overseas companies

27%

Australian companies are on a par with overseas companies

55%

Australian companies perform worse than overseas companies

18%

0%

20%

40%

60%

80%

Q. How do Australian companies compare to overseas companies in their use of social and digital media in their investor communications? NB: The chart excludes those who responded ‘don’t know’ to this question and includes responses from 271 investors.

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Influences on investment decisions

Retail investors are split into two distinct groups regarding influence on investment decisions: 54% are largely reliant on themselves, 46% are largely reliant on other people. ___

Of those relying mainly on others, the most commonly mentioned external influences include investment commentators and experts, friends and relatives. A very small 5% of investors rely on investment professionals when making investment decisions.

How investment decisions are made

I rely on myself and don’t trust anybody else

54%

I rely on the investment tips from from commentators, experts or spokespeople on TV/radio/internet

21%

I rely on my friends, relatives and colleagues for advice when making investments

20%

I largely rely on my financial planner or broker in my investment decisions

5%

0%

10%

20%

30%

40%

50%

60%

Q. Which of the following best describes how you make your investment decisions?

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Platforms used to buy stocks and shares

63% of investors surveyed trade in equities via an online trading platform, indicating a high level of comfort among the surveyed group with using the online medium. ___

Stockbrokers, financial advisors and accountants are much less popular platforms to buy and sell shares.

Methods used to buy stocks and shares

Directly via an online trading platform

63%

Through my financial/ investment adviser

22%

Directly via a full service stockbroker

18%

Through my accountant

12%

0%

10% 20% 30% 40% 50% 60% 70%

Q. Which of the following do you use to buy and/or sell stocks and shares?

16


Profile of survey participants

17


Share trading profile ___

All of the 507 retail investors had traded shares in the past 6 months.

Of those interviewed, one in five had traded shares in the last week, and half had traded in the last month.

Among those who estimated how much their share holdings were worth, the average value was $420,000.

Frequency of share trading

In the last week

In the last month, but more than a week ago

In the last 6 months, but more than a month ago

25%

32%

43%

Age and gender profile ___

Two thirds of retail investors in the sample were aged 40 years and over.

64% of the investors were male, 36% were female.

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Income profile ___

34% of respondents had incomes of more than $104,000 per annum.

Household income $7,800-$12,999 per year

1%

$13,000-$20,799 per year

2%

$20,800-$31,199 per year

3%

$31,200-$41,599 per year

5%

$41,600-$51,999 per year

9%

$52,000-$67,599 per year

10%

$67,600-$83,199 per year

13%

$83,200-$103,999 per year

15%

$104,000 or more per year

34%

Refused

9% 0%

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5%

10%

15%

20%

25%

30%

35%

40%

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About nightingale

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nightingale is a specialist financial and corporate communications consultancy focused on helping companies to navigate issues or events that could impact their corporate reputation or share price.

___

Our expertise includes: – transaction communications – investor relations – media relations – issues management, crisis communication and litigation support – corporate positioning and reputation management – strategic internal communication – distressed situations including receiverships and administrations

Our team of advisers are financially literate with backgrounds in accounting, finance, law and financial journalism. Together, we have more than 40 years experience, and an international perspective gained through working in blue chip companies and some of the most successful communications consultancies in Europe, the US and Australia.

www.nightingalecommunications.com.au

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nightingale communications Suite 5.10 | 2 Queen Street Melbourne Victoria 3000 Telephone +61 3 9614 6930 www.nightingalecommunications.com.au


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